Bruce Greenwald on Structural Problems

[dcollon]

http://www.advisorperspectives.com/newsletters09/pdfs/Bruce_Greenwald_on_Structural_Problems.pdf

 

[netnet]

Although he  is not known as a macro guy.  I find his analysis compelling.  By the way, does anyone know if he predicted the downturn? (that's just an idle question, I am not impugning him in anyway.  He is way smarter in finance than I.)

[dcollon]

Below is Part 2 of the interview previously posted.

 

http://www.advisorperspectives.com/newsletters09/pdfs/Bruce_Greenwald_on_Positioning_First_Eagles_Funds.pdf