This is Grant Williams' latest. His thoughts on Greece comprise the first 8 pages, in which he explores the inevitability of Greek exit. As usual, he provides a lot of links in the rest of the letter, which, I must confess, I will go through but have not yet. You are welcome to look. If I see any that I think are MUST-reads for my OMS friends, I will post them. Hope your President's Day is going well.