"The 2012 Barrons Roundtable came out this morning and the discussion is always interesting. I have tended to veer towards the comments of Felix Zulauf since he’s the global macro master at the table. That said, here are some of his macro thoughts. I think he’s a bit dramatic, but given that he’s one of the few roundtable members who has been able to connect the dots (for the most part) his comments are always worth considering (see past performance from Roudtable members here):..."
at http://pragcap.com/zulauf-the-key-to-2012-the-coming-banking-bust
at http://pragcap.com/zulauf-the-key-to-2012-the-coming-banking-bust