Comments on: Swiss franc oversold and overbearish vs. USD http://sovereignspeculator.com/2010/05/20/swiss-franc-oversold-and-overbearish-vs-usd/ Thoughts on the markets and the decline of the west Fri, 11 Nov 2011 17:16:38 +0000 http://wordpress.org/?v=2.6 By: rogerjarema http://sovereignspeculator.com/2010/05/20/swiss-franc-oversold-and-overbearish-vs-usd/#comment-9545 rogerjarema Fri, 21 May 2010 05:36:31 +0000 http://sovereignspeculator.com/?p=4759#comment-9545 Mike, this is the May 2010 Eclectica Letter. Although it's still discussing on the China topic, Hendry presented some perspectives I have not seen elsewhere, e.g. comparing China to Japan 1920s (most are comparing it to Japan 1980s), their FX reserves as similar to US subprime mortgage, etc. http://www.zerohedge.com/article/deep-thoughts-hugh-hendry-eclectica-fund-may-2010-manager-commentary Will be nice for one of your future articles. Hendry is one of my favorite reads. Mike, this is the May 2010 Eclectica Letter. Although it’s still discussing on the China topic, Hendry presented some perspectives I have not seen elsewhere, e.g. comparing China to Japan 1920s (most are comparing it to Japan 1980s), their FX reserves as similar to US subprime mortgage, etc.

http://www.zerohedge.com/article/deep-thoughts-hugh-hendry-eclectica-fund-may-2010-manager-commentary

Will be nice for one of your future articles. Hendry is one of my favorite reads.

]]>