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Found it by digging through your #economics posts! 'Twas a mere 400 days ago: I can see that, but it's not very convincing to people not named Ben Thompson. The difference between him writing as Hermit the Blog or as a Bloomberg pundit is not much more than a sense of reality, I think.I think he doesn't care. I think he cares far more about the implications of things rubbing together than he does about how they do it. I think he often loses the trees for the forest; however, he spends a lot of time in different forests than myself so I always read his screeds.