Money and Finance
From a GR-NEAM piece on 8/30/2011:
- A.m. Best Webinar: Asset Management Perspectives (video)
John Gilbert, Chief Investment Officer, GR-NEAM and Hugh McCutcheon, Senior Portfolio Manager, GR-NEAM Limited, lead a one hour examination of the economic outlook for insurance investment managers and related professionals. ...
- From Ice Age To Hyper-inflation With Socgen Bear
(Reuters) - Three months ago, with the Federal Reserve nearing the end of its second major stimulus program and inflation pressures on the rise, Albert Edwards' bond market view stood out from the crowd. Societe Generale's famously bearish analyst,...
- John Mauldin's Outside The Box: You Need This Dirty Word, Euro Bonds
This week's Outside the Box is in the tradition of showing the other side of the argument. Normally, anything George Soros says or does politically has my blood pressure up about 20 points. Yet, I posted another piece of his today in Over My Shoulder...
- Bear Investor Says 'i Have Been Too Bullish'
Albert Edwards, a global strategist at Societe Generale well known for his bearish stance, said late Monday he has got it wrong and that he has been too bullish. “I have long believed that a lost economic decade was an inevitable consequence of the...
- Shiller Pe Charts
I thought these charts from Dylan Grice’s “What to do when there’s nothing to do?” piece from March 31st were worth passing along. ...
Money and Finance
A couple of charts worth reviewing
From a GR-NEAM piece on 8/30/2011:
From an Albert Edwards piece last week:
- A.m. Best Webinar: Asset Management Perspectives (video)
John Gilbert, Chief Investment Officer, GR-NEAM and Hugh McCutcheon, Senior Portfolio Manager, GR-NEAM Limited, lead a one hour examination of the economic outlook for insurance investment managers and related professionals. ...
- From Ice Age To Hyper-inflation With Socgen Bear
(Reuters) - Three months ago, with the Federal Reserve nearing the end of its second major stimulus program and inflation pressures on the rise, Albert Edwards' bond market view stood out from the crowd. Societe Generale's famously bearish analyst,...
- John Mauldin's Outside The Box: You Need This Dirty Word, Euro Bonds
This week's Outside the Box is in the tradition of showing the other side of the argument. Normally, anything George Soros says or does politically has my blood pressure up about 20 points. Yet, I posted another piece of his today in Over My Shoulder...
- Bear Investor Says 'i Have Been Too Bullish'
Albert Edwards, a global strategist at Societe Generale well known for his bearish stance, said late Monday he has got it wrong and that he has been too bullish. “I have long believed that a lost economic decade was an inevitable consequence of the...
- Shiller Pe Charts
I thought these charts from Dylan Grice’s “What to do when there’s nothing to do?” piece from March 31st were worth passing along. ...