This is weekly number three for Credit Writedowns Gold. The topic for the week is really unavoidable because it is all anyone talks about: Europe. Let's be honest, Europe is a complete mess and I believe it will only get worse. The question for you is what will that mean for the real economy and investing. I am going to present my view here.
This is how I would frame the European situation:
What is wrong in Europe?
How would I fix it? And what will that fix mean for the real economy and markets?
How is it likely to be fixed? And what will that particular fix mean for the real economy and markets?
So this is both an advocacy post and a forecasting post because you need to know what the alternatives are to understand how differentiated the impact will be on the real ...
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Edward Harrison is the founder of Credit Writedowns and a former career diplomat, investment banker and technology executive with over twenty five years of business experience. He has also been a regular economic and financial commentator in print and on television for the past decade. He speaks six languages and reads another five, skills he uses to provide a more global perspective. Edward holds an MBA in Finance from Columbia University and a BA in Economics from Dartmouth College.