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
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Five Takeaways From the Times Investigation Into Larry Ellison’s A.I. Gamble
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The billionaire’s company took on ominous loads of debt to build data
centers around the world. The implications go far beyond Oracle.
12 ore fa
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