Money and Finance
- Links
Edward Chancellor: ‘intelligent contrarians’ should follow the capital cycle (video) [H/T Tom] (LINK) Related book: Capital Returns: Investing Through the Capital Cycle: A Money Manager's Reports 2002-15Edward Chancellor: why gold miners...
- Pressures At Home, Tensions Offshore – By Bill Bishop
China’s gross domestic product grew 7.8 percent in 2012, its slowest pace since 1999. The growth slowdown appears to have bottomed out, and for the fourth quarter of 2012 the economy grew at 7.9 percent, slightly ahead of expectations. Many analysts...
- Gmo White Paper: Feeding The Dragon: Why China's Credit System Looks Vulnerable - By Edward Chancellor And Mike Monnelly
The conventional view is that China’s economy has recently experienced a "soft landing" and is now poised for take-off. In this white paper, GMO’s Edward Chancellor and Mike Monnelly tell a rather different story, namely that the Chinese credit system...
- After Tohoku: Do Investors Face Another Lost Decade From Japan? - By Edward Chancellor
In this white paper, Edward Chancellor, a member of GMO's Asset Allocation team, explores the question as to whether Japan will provide yet another decade of disappointing results to investors given not only the recent natural disaster there, but...
- Reflections On The Sovereign Debt Crisis - By Edward Chancellor
In this white paper, Edward Chancellor, a member of GMO's Asset Allocation team, provides his thoughts on sovereign debt. Specific questions he addresses in the paper include: Why in the past have governments defaulted on their debts? When have deeply...
Money and Finance
China's Red Flags - By Edward Chancellor
Edward Chancellor, a member of GMO's Asset Allocation team, takes an in-depth look at today's China. He begins with a section on Identifying Speculative Manias and Financial Crises and follows with an analysis as to whether The China Dream is nearing an end given current signs of financial fragility.
- Links
Edward Chancellor: ‘intelligent contrarians’ should follow the capital cycle (video) [H/T Tom] (LINK) Related book: Capital Returns: Investing Through the Capital Cycle: A Money Manager's Reports 2002-15Edward Chancellor: why gold miners...
- Pressures At Home, Tensions Offshore – By Bill Bishop
China’s gross domestic product grew 7.8 percent in 2012, its slowest pace since 1999. The growth slowdown appears to have bottomed out, and for the fourth quarter of 2012 the economy grew at 7.9 percent, slightly ahead of expectations. Many analysts...
- Gmo White Paper: Feeding The Dragon: Why China's Credit System Looks Vulnerable - By Edward Chancellor And Mike Monnelly
The conventional view is that China’s economy has recently experienced a "soft landing" and is now poised for take-off. In this white paper, GMO’s Edward Chancellor and Mike Monnelly tell a rather different story, namely that the Chinese credit system...
- After Tohoku: Do Investors Face Another Lost Decade From Japan? - By Edward Chancellor
In this white paper, Edward Chancellor, a member of GMO's Asset Allocation team, explores the question as to whether Japan will provide yet another decade of disappointing results to investors given not only the recent natural disaster there, but...
- Reflections On The Sovereign Debt Crisis - By Edward Chancellor
In this white paper, Edward Chancellor, a member of GMO's Asset Allocation team, provides his thoughts on sovereign debt. Specific questions he addresses in the paper include: Why in the past have governments defaulted on their debts? When have deeply...