Monthly Archives: September 2011

Shelter Island September 2011 Letter

Shelter Island September 2011 Letter   The G7 met last weekend in Marseilles. We would have liked to have seen some action on two fronts: To postpone the implementation of Basel III rules until the developed Economies are well set in … Continue reading

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Costs to the breakaway countries can be mitigated

Letter to the editor of Financial Times published September 6, 2011. Sir, There is no doubt that if the current account deficit countries leave the euro as Hans-Olaf Henkel desires, their economies will recover faster (“A sceptic’s solution – a … Continue reading

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