A thoughtful analysis, by one of the most respected blogs around:
http://www.zerohedge.com/news/guest-post-economically-sleepwalking
...but he just completely misses the point about the end of infinite growth and all of the energy issues related to a finite planet. For info on this see the Oil Drum, Richard Heinberg, Michael Ruppert, etc.
It is not money that drives the global economy, but energy.
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