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Strategies & Market Trends : Mish's Global Economic Trend Analysis
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To: mishedlo who wrote (16339)11/19/2004 4:15:35 PM
From: gregor_us  Read Replies (2) of 116555
 
Stephen Roach and Fleckenstein Are For Me Like Two Peas

in a pod.

Fleckenstein is Mr Contrarian Lite. He just loves the quirky contrarian idea right as that very idea is changing over to become the new concensus.

And Roach always offers a sonorous, high-toned prescription after the horse has left the barn. The title of his piece "Why the World Needs a Weaker Dollar" is simply too funny in the context of a dollar that's been falling for nearly two years, and is about to jump off the cliff.

LP
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