In November 2008 we sent a Newsletter that then morphed into our Blog of Baffin Views. Though that first newsletter was written during the financial crisis, it contained some of the main views we have had about the post-crisis world.

That newsletter had a few different articles. The first one was about the policy noise that characterized the government efforts to manage the crisis. Then we provide a conceptual characterization of why the recovery was likely. The third makes the crux of our post crisis views: that the best emerging market countries would come out of the crisis as the winner of this upcoming recovery. Finally, we had a few words on Argentina, which was to be expected from us at that point in time.

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