Still not convinced? Nor me. I didn't like some of his antedeluvian views on social matters (OK, I'll come clean, on 'gay issues'), but he sure does talk sense on economics.
(Posted here for the benefit of those, probably few, people who don't read the writings of Guido on a regualr basis. I do, and so should you. That includes most of the Cabinet who, if what he writes irritates them almost beyond endurance, need to get a life and remember this is still, marginally, a democracy.)