Charles Gave Says Easy Eurozone Trades Running Out Of RoadMark Melin
Noting that “investor enthusiasm for government debt from the eurozone's (risky) southern periphery persists unabated,” Evergreen Gavekal’s Charles Gave believes investors will find themselves bumping up against some hard truths imposed by simple accounting (truths).”
Eurozone: Why does consumption receive the same weight as investment in economic modeling?
Hedge fund manager Gave then dives into a simple economic formula that has become perverted, like much of economic thought over . . .
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