The author has been described by News Ltd as an "iconoclast", "Svengali", a pollie's "economist muse", and "pungently accurate". Fairfax says he is a "Renaissance man" and "one of Australia’s most respected analysts." Stephen Koukoulas concludes that he is "85% right", and "would make a great Opposition leader." Terry McCrann claims the author thinks "‘nuance’ is a trendy village in the south of France", but can be "scintillating" when he thinks "clearly". The ACTU reckons he’s "an enigma wrapped in a Bloomberg terminal, wrapped in some apparently well-honed abs."

Friday, June 29, 2012

Gina Rinehart turns activist shareholder (in a David Loeb hedgie sense)

This letter from Gina Rinehart today is straight out of the play-book of Third Point's David S. Loeb: a transparency-seeking activist shareholder that is relentless in its pursuit of board and management accountability for the company's financial performance. Well worth a read...