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."

Saturday, October 27, 2012

Beware the fixed-rate debt bloodbath....

Read my Weeekend AFR column on the risks of a fixed-rate debt bloodbath if inflation stirs, and the surprising ASX equities earnings puzzle that has been identified in new research by UBS's Matt Johnson and Andr Lilley. You can get it for free here.