I'm A Rock Star Among Geeks, Wonks,

I Am Not Going To Say I Told You So, But I Did.

I'm Not A Pessimist By Nature. I'm Not Someone Who Sees Things In A Bleak Way.

All The Risky Things That Were Happening Back In ’06 And ‘07 Are Back Again To The Same Level, If Not More. So We Are In The Beginning Of A Credit Bubble, But Just The Beginning.

Having Spent 10 Years Studying Emerging Markets, I Know That You Have Patterns Repeated Over And Over Again. A Bubble Is Like A Fire Which Needs Oxygen To Continue... When You See There Is No Oxygen, Things Change.

The Global Financial Crisis - Missed By Most Analysts - Shows That Most Forecasters Are Poor At Pricing In Economic/financial Risks, Let Alone Geopolitical Ones.