主题：我觉得很好的一篇分析 -- aokrayd

The government manipulation is making the market very unpredictable. But I'm afraid from long term, he will be proved right again.

One thing is particularly interesting though is recently the letter on Fed legal issue of QE. I expect this likely is going to draw more and more attention, especially if negative impact of Fed policy begin to raise its head. I suspect after this financial crisis, we'll see a worldwide confidence shaking on center banks, just like 1931.

His weekly letter is a must read for me.