Money and Finance
Thanks to Jason for passing the links along.
Links to:
Albert Edwards: We are now walking on the deflationary quicksand - 24 June 2010
Dylan Grice: Double dips, siren calls and the inflationary bias of policy - 30 June 2010
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- 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...
- The View From Socgen
JUST back from Societe Generale's annual strategy seminar, held in the west end. As usual it was packed; as usual it was a jolly affair (considering the gloomy message) with Albert Edwards wearing a floral shirt that he may well have acquired in the...
- 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,...
- Albert Edwards: "we Are Returning To 450 On The S&p"
Via Zero Hedge. So far the equity market has shrugged off much of the weaker data that abounds, and has not joined the bond market in a perceptive move. The equity market will though crumble like the house of cards it is, when the nationwide manufacturing...
- Albert Edwards: Global Strategy Weekly - 16 March 2010
Ultimately, as my colleague Dylan Grice writes, I think we head back to double-digit inflation rates as governments opt to default. I certainly again expect to see CPI inflation above 25% in the UK and indeed in most developed nations in my lifetime –...
Money and Finance
Recent SocGen Pieces
Thanks to Jason for passing the links along.
Links to:
Albert Edwards: We are now walking on the deflationary quicksand - 24 June 2010
Dylan Grice: Double dips, siren calls and the inflationary bias of policy - 30 June 2010
-
- 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...
- The View From Socgen
JUST back from Societe Generale's annual strategy seminar, held in the west end. As usual it was packed; as usual it was a jolly affair (considering the gloomy message) with Albert Edwards wearing a floral shirt that he may well have acquired in the...
- 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,...
- Albert Edwards: "we Are Returning To 450 On The S&p"
Via Zero Hedge. So far the equity market has shrugged off much of the weaker data that abounds, and has not joined the bond market in a perceptive move. The equity market will though crumble like the house of cards it is, when the nationwide manufacturing...
- Albert Edwards: Global Strategy Weekly - 16 March 2010
Ultimately, as my colleague Dylan Grice writes, I think we head back to double-digit inflation rates as governments opt to default. I certainly again expect to see CPI inflation above 25% in the UK and indeed in most developed nations in my lifetime –...