i'm a massive fan of matking over at city group, for those who don't know him. The fact that he understood the motivations that were driving the banks at the time was incredibly impressive to me. And i love people who tackle them from a very detailed perspective that doesn't set aside the human beings who are actually making these decisions. sultan posa at credit swiss i love reading him, and he will go places, again, where a lot of sellside annalists fear to tread.

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