Analysis

Thinking the unthinkable

By June 2011 (Magazine)

I have lost a lot of money in recent years by listening to the collective wisdom of the Anglo-Saxon high priests of finance on the subject of the euro. They have been universally critical, and frankly ridiculed its chances of survival. As Europe’s sovereign debt crisis has unfolded, the crowing satisfaction from these quarters has been deafening. And yet the euro not only refuses to die, but goes from strength to strength against the dollar. Maybe it is time to turn to an iconoclast to understand what is really going on.

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