Over My Shoulder

Sarkar on the ECB

By John Mauldin

August 7, 2012

This is from my friend Kiron Sarkar, a very experienced and senior investment banker at the highest levels of Europe before he retired. Now he trades and writes and thinks. I share this with you as a very different analysis of the recent ECB press conferences. Please note that when Kiron says "bullish" or "bearish" he can mean very short-term. He is a trader, after all. This is very serious thought food.

Download - sarkar.pdf

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