Epstein Secrets

Sick Men of Europe” paper from February 2010 and “Don Quixote Thanksgiving” from November 2010 go into the grea

o put in their current forecasts. Most summarily dismissed our concerns that the recovery earlier this year had elements of a stimulus-driven mirage. Bridgewater Associates was the only firm we spoke to that consistently highlighted the broader process of household deleveraging; and cautioned that when stimulus faded, so

Sick Men of Europe” paper from February 2010 and “Don Quixote Thanksgiving” from November 2010 go into the grea

o put in their current forecasts. Most summarily dismissed our concerns that the recovery earlier this year had elements of a stimulus-driven mirage. Bridgewater Associates was the only firm we spoke to that consistently highlighted the broader process of household deleveraging; and cautioned that when stimulus faded, so

Sick Men of Europe" paper from February 2010 and "Don Quixote Thanksgiving" from November 2010 go into the grea

o put in their current forecasts. Most summarily dismissed our concerns that the recovery earlier this year had elements of a stimulus-driven mirage. Bridgewater Associates was the only firm we spoke to that consistently highlighted the broader process of household deleveraging; and cautioned that when stimulus faded, so