A must read here from James Montier of GMO. Montier is starting to sound awfully familiar. More and more influential writers and economists are coming around to the realization that the USA is indeed not the next Greece. There might be hope yet for this world. Now if only we could get Tim Geithner and Ben Bernanke out of power….
Mr. Roche is the Founder and Chief Investment Officer of Discipline Funds.Discipline Funds is a low fee financial advisory firm with a focus on helping people be more disciplined with their finances.
He is also the author of Pragmatic Capitalism: What Every Investor Needs to Understand About Money and Finance, Understanding the Modern Monetary System and Understanding Modern Portfolio Construction.