On 12/4/05, raghu <[EMAIL PROTECTED]> wrote:

> Furthermore there are alternative explanations to the imbalances: the
> Bretton Woods-II theory and the savings glut theory. The main point of
> departure with the "bubble theory" is the alternative theories do not
> predict a big/sudden reversal.
>
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Hasn't the savings glut hypothesis morphed into the *investment
deficit* hypothesis, the latter being more consistent with Keynesian
and Marxian analyses?

Ian

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