I'm sure you're referring to his macro ideas, but this is a fun coincidence as I was reading about his Castle-in-the-Air theory of investment[1] last night. [1

I'm sure you're referring to his macro ideas, but this is a fun coincidence as I was reading about his Castle-in-the-Air theory of investment[1] last night. [1]: http://finance.wikia.com/wiki/Castle-in-the-Air_Theory http://finance.wikia.com/wiki/Castle-in-the-Air_Theory