Il Centro Einaudi
http://www.centroeinaudi.it/articoli/asset-allocation-economiacentroeinaudiit-100/1726-asset-allocation-al-23-novembre-2012
e Hussman
http://hussmanfunds.com/wmc/wmc121126.htm
la pensano più o meno allo stesso modo
How the Iran War Narrowed Flight Corridors Between Europe and Asia
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One of the few paths left between the two continents threads through
Azerbaijan, Georgia and Turkey, as global conflicts complicate aviation
logistics.
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