Friday, October 2, 2009

Through a Glass Lightly: The 'New Normal' and the Same Cycle Contending

A second derivative "love it" from DoctoRx after seeing a Jewish lawyer securities guy named Ritholtz blogging the following:

Mohamed El-Erian vs Lakshman Achuthan:

Econo-Smackdown!

Here’s an interesting difference of opinion: PIMCO’s Mohamed El-Erian believes a return to the old ways of thinking threatens recovery.

ECRI’s Lakshman Achuthan disagrees, stating the U.S. economic recovery is ‘far from fragile.’

Return of the old ways of thinking threatens recovery

U.S. economic recovery is ‘far from fragile’-ECRI

Gotta love it when 2 smart guys disagree . . .

(Undoubtedly Mr. Ritholtz has yet different opinions.)

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