Gustavo Ballvé on October 13th, 2011
Food for thought, Home, Investment Themes, Mental models, Portfolio Management, Signal or Noise

After depicting both sides of the Eurozone crisis – Greece on the one hand and Germany on the other – Michael Lewis now turns his attention to the USA and to where he might find trouble. That he does, and plenty of it, in California.

Our usual cautionary notes – about great writers sometimes skimping over a bit too much evidence for the sake of an argument – apply.

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