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...
- Nate Silver: Confidence Kills Predictions
Found via Abnormal Returns. IU: How do you invest your own money? Silver: I’m actually a rather dull and conservative investor for the most part—I mostly just invest in index funds or mutual funds with low fees. One thing I know about the market...
- Dylan Grice Essay Collection - Cred And Credulity: A Collection Of Popular Delusions Essays From 2009 To 2012
I read about this on The Big Picture, and then let the magic of Google do the work to find the PDF. Enjoy! Link to: Dylan Grice Essay Collection - Cred and Credulity: A collection of Popular Delusions essays from 2009 to 2012 ...
- Dylan Grice Leaving Socgen
SORRY to see that Dylan Grice is deserting his strategist post at Societe Generale, where the team never fails to keep readers entertained. He is off to join an investment management firm as did his predecessor, James Montier, who is now at GMO. His final...
- Socgen's Dylan Grice Unveils “quality Income Index”
From a couple of weeks ago. Loyal readers of Popular Delusions, the famous note written by SocGen's Dylan Grice, are in for a treat this week. He has teamed up with fellow strategists Andrew Lapthorne and Georgios Oikonomou to demonstrate how to...
Money and Finance
John Mauldin's Outside the Box - Popular Delusions: The bull case for safe havens
For Grice’s previous piece, see HERE.
A month ago in Outside the Box, Dylan Grice made the case for the need for safe havens, due to expansive monetary policy. But what is a safe haven anymore?
In today’s piece, a follow-up to last month’s, Dylan gives us a very good rundown on the historical relationship between equities and government bonds, in order to point out the very atypical current negative correlation between them.
- 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...
- Nate Silver: Confidence Kills Predictions
Found via Abnormal Returns. IU: How do you invest your own money? Silver: I’m actually a rather dull and conservative investor for the most part—I mostly just invest in index funds or mutual funds with low fees. One thing I know about the market...
- Dylan Grice Essay Collection - Cred And Credulity: A Collection Of Popular Delusions Essays From 2009 To 2012
I read about this on The Big Picture, and then let the magic of Google do the work to find the PDF. Enjoy! Link to: Dylan Grice Essay Collection - Cred and Credulity: A collection of Popular Delusions essays from 2009 to 2012 ...
- Dylan Grice Leaving Socgen
SORRY to see that Dylan Grice is deserting his strategist post at Societe Generale, where the team never fails to keep readers entertained. He is off to join an investment management firm as did his predecessor, James Montier, who is now at GMO. His final...
- Socgen's Dylan Grice Unveils “quality Income Index”
From a couple of weeks ago. Loyal readers of Popular Delusions, the famous note written by SocGen's Dylan Grice, are in for a treat this week. He has teamed up with fellow strategists Andrew Lapthorne and Georgios Oikonomou to demonstrate how to...