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Damien Klassen at Wilson HTM is my new favourite analyst. He’s written the best report on the mining investment cliff that I have seen. It’s a week old but well worth your time. It’s good to see some sanity out there in broker land.

QuantStrategy20130523-Choose Your Own Adventure Capex Cliff Edition.pdf by Pablo Roberts

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About the author
David Llewellyn-Smith is Chief Strategist at the MB Fund and MB Super. David is the founding publisher and editor of MacroBusiness and was the founding publisher and global economy editor of The Diplomat, the Asia Pacific’s leading geo-politics and economics portal. He is also a former gold trader and economic commentator at The Sydney Morning Herald, The Age, the ABC and Business Spectator. He is the co-author of The Great Crash of 2008 with Ross Garnaut and was the editor of the second Garnaut Climate Change Review.