Hugh Hendry (Hedge fund manager of Eclectica fund) recently released his April commentary which you will find below. (Thanks ValueWalk)
Mr. Hendry has been less visible recently so it is nice to hear his most recent thoughts. As always he provides some thought provoking ideas and historical analogs to our current situation. It will be very interesting to see if his ideas and predictions are correct. Like the name of his fund, his view are 'eclectic'.
April 2012 Hugh Henry