Já consegui.
Quem quiser ler aqui fica.
Algumas passagens:
"I think the world is nowhere close to where our fairly cataclysmic year ahead stands, and feedback from investors suggests such."
"We have been told for 7 years now since the credit crunch, under QE, to borrow Money and invest it in one of 3 things: 1) EM 2) credit 3) global equities.
This is a big picture, multi-year bet that has been taken, which has worked fine, and stopped working 10 months ago (this is NOT NEW).
Meanwhile, the exit door for both EM and credit has collapsed, should such a doorbe needed (I think it will)."
Este tipo ou é muito bom ou tem uma grande lábia. Não sou economista, mas a linha de argumentação parece lógica.
AS
