05-27-2013, 07:30 AM
This is the most interesting economic issue by far at the moment. We have Keynesians (Koo), a monetarist (Evans-Pritchard) and the Austrians (John Mauldin, Kyle Bass) weighing in. Jury still out, but on first evidence, we have to give it to Pritchard. Mauldin's piece can be read here, but it isn't quite clear to me what exactly he's proposing:
http://www.businessinsider.com/japan-eco...ter-2013-5
http://www.businessinsider.com/japan-eco...ter-2013-5

