We all know how vulnerable we are to events and decisions made in the U.S. I'd appreciate your insight very briefly on three such events and decisions: QE3, some of the recent strengthening numbers in the U.S. housing market, and given that Bloomberg is reporting that hurricane Sandy will cause up to $20 billion in damages, what will be the impact of that? I know they are three distinct events and/or decisions, but I'd appreciate your thinking.
On October 30th, 2012. See this statement in context.