Money and Finance
- Albert edwards and dylan grice: Bearish forecasts from two top strategists
Found via ValueWalk. It’s been nearly 18 years since Albert Edwards forecast an “ice age” in which bonds would outperform equities. He’s been right until just recently, when cumulative returns on the two classes converged. But Edwards insists...
- Rogers: Why Hendry And Edwards Are Wrong On China
Interesting. I could see a little back and forth banter coming from this. Jim Rogers has dismissed fears of a hard landing in China, saying slowing growth is simply proof the authorities are managing the economy as they intended. Rogers’ bullish views...
- China 2012: The Year Of The Bull (rogers) Or The Bear (chanos)? - By Janet Tavakoli
When I think of a China bull and a China bear, I think of the legendary dueling Jims: Jim Rogers and Jim Chanos. In response to investors bearish on China, Jim Rogers famously said: “I find it interesting that people who couldn’t spell China 10 years...
- 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,...
- Albert Edwards, Socgen Bear, Takes A Bite Out Of China
Thanks to Jason for passing this along.Analyst famous for his Ice Age thesis sees a new economic crisis on the wayStock markets ended 2010 on an upbeat note. The FTSE 100 index reclaimed the 6000 mark before slipping back, but still registered a 9% gain,...
Money and Finance
Albert Edwards: Latest data raises red flags likely to burst China’s bubble
A little more than an hour after arriving on a flight from London, Albert Edwards cheerfully launches into the bleak vision he has encapsulated in a chart book handed out to a rapt investment audience in mid-town Toronto. The headline on page 2 reads: The Ice Age is Back.
It’s a term the notoriously bearish British economist has used for some time to describe a period of little or no inflation, accompanied by a wide-ranging reduction of financial leverage, sliding bond yields and more volatile and vulnerable markets and economies. If you think times are tough now, they are about to get worse, as China’s “classic credit bubble” bursts, the euro zone comes unglued and the U.S. slides back into recession. And if that isn’t enough reason to lock up the sharp objects, double-digit inflation lurks down the road.
Nothing should worry market players or policy makers more – or seems to bother them less – than China, says Mr. Edwards, who has 20 per cent of his personal assets in gold, “not to get rich … just to make sure I don’t get poor.”
- Albert edwards and dylan grice: Bearish forecasts from two top strategists
Found via ValueWalk. It’s been nearly 18 years since Albert Edwards forecast an “ice age” in which bonds would outperform equities. He’s been right until just recently, when cumulative returns on the two classes converged. But Edwards insists...
- Rogers: Why Hendry And Edwards Are Wrong On China
Interesting. I could see a little back and forth banter coming from this. Jim Rogers has dismissed fears of a hard landing in China, saying slowing growth is simply proof the authorities are managing the economy as they intended. Rogers’ bullish views...
- China 2012: The Year Of The Bull (rogers) Or The Bear (chanos)? - By Janet Tavakoli
When I think of a China bull and a China bear, I think of the legendary dueling Jims: Jim Rogers and Jim Chanos. In response to investors bearish on China, Jim Rogers famously said: “I find it interesting that people who couldn’t spell China 10 years...
- 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,...
- Albert Edwards, Socgen Bear, Takes A Bite Out Of China
Thanks to Jason for passing this along.Analyst famous for his Ice Age thesis sees a new economic crisis on the wayStock markets ended 2010 on an upbeat note. The FTSE 100 index reclaimed the 6000 mark before slipping back, but still registered a 9% gain,...