Energy and growth
Terrifying Tim from Tullett
READERS may feel your blogger is a bit on the gloomy side but, believe me, there are a lot more pessimistic commentators out there. Take Tim Morgan of the brokers Tullett Prebon, whose boss Terry Smith is a regular guest on BBC financial discussion slots. Tim has just produced an 82-page note (complete with lots of pictures of ancient ruins) called "Perfect storm; energy, finance and the end of growth."
It is definitely worth a look, even though I'm sure Economist readers will find much to disagree with. The note starts with a bang