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On the back of yesterday's two Drachma's worth of thoughts on Greece, your humble scribe is sent a link by reader DK. The article is entitled 'Inherent Vice', it comes from Salient Partners, and it is must-read material, far and away the best thing I've read on the whole subject of Greek risk.
If you read one single thing on investment today, make it this. Thank you DK, most kind of you to give the headsup.