The reality is that global macro managers like myself have been thinking about these issues and have been articulating our great fears not for 10 weeks, but for 10 years. And therefore, I'd say to the politicians, we're smarter. We actually know what their next step is before they know it.
~ Hugh Hendry, CIO, Eclectica Asset Management, GAIM International conference, June 2010
Subscribe to:
Post Comments (Atom)
No comments:
Post a Comment