A call ahead of its time

Alan Kohler's warning to investors in late 2011 has proved prescient given this week's market sell-off.

PORTFOLIO POINT: While Australia’s banks are well prepared for a global funding freeze, the impact of such an event on our mining sector would be significant.

It was late in December and I was sitting on a bench overlooking the ocean and reading Alan Kohler’s Weekend Briefing comments as he looked forward into 2012.

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