Or Nouriel Roubini?
Roubini was one of the people being interviewed when Caruso-Cabrera gasped “You can’t just sit in cash! You have to buy *something*!”
Roubini suffers from the same affliction as most economists: they’re sometimes great on theory, but they know jack-all about actual markets. This is why economists come up with twaddle like EMH on the one side, and Keynesian “stimulus” on the other.