Money and Finance
- Albert Edwards: Tapering Talk All The Way To The Next Recession
Via ValueWalk: Albert Edwards is back at it again. Earlier this week, the SocGen analyst put out a report blasting UK Chancellor George Osborne and talking about the massive credit bubble in China. Just a few weeks ago Albert Edwards said we were “One...
- Passport Capital Q3 Update
Via ValueWalk. John Burbank has become bearish on the global economy. Taking a cue from Seth Klarman and David Einhorn, John Burbank criticizes the easing policies of central banks. Burbank states ‘while central banks huff and puff to create real...
- 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:...
- Keeping An Eye On Wealth Creation
Thanks to Will for passing this along. Eclectica's acquired a nice reputation among contrarian investors, thanks to some enviable results. The London-based Eclectica Asset Management saw a 12% return last year in its flagship Eclectica hedge fund,...
- Contrarian Investor Sees Economic Crash In China
James S. Chanos built one of the largest fortunes on Wall Street by foreseeing the collapse of Enron and other highflying companies whose stories were too good to be true. Now Mr. Chanos, a wealthy hedge fund investor, is working to bust the myth of the...
Money and Finance
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 on China’s long-term economic prospects place him at odds with well-known China bears Hugh Hendry of Eclectica and SocGen’s Albert Edwards.
“Hugh has been dead wrong about China for three years now and China has not collapsed as he predicted, loudly, verbally and widely,” said Rogers.
“Albert has been bearish on everything for a long time. So if you are telling me he is bearish on China and bullish on everything else that would be different. But no, he is bearish on everything, including you, me and Mother Teresa.”
- Albert Edwards: Tapering Talk All The Way To The Next Recession
Via ValueWalk: Albert Edwards is back at it again. Earlier this week, the SocGen analyst put out a report blasting UK Chancellor George Osborne and talking about the massive credit bubble in China. Just a few weeks ago Albert Edwards said we were “One...
- Passport Capital Q3 Update
Via ValueWalk. John Burbank has become bearish on the global economy. Taking a cue from Seth Klarman and David Einhorn, John Burbank criticizes the easing policies of central banks. Burbank states ‘while central banks huff and puff to create real...
- 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:...
- Keeping An Eye On Wealth Creation
Thanks to Will for passing this along. Eclectica's acquired a nice reputation among contrarian investors, thanks to some enviable results. The London-based Eclectica Asset Management saw a 12% return last year in its flagship Eclectica hedge fund,...
- Contrarian Investor Sees Economic Crash In China
James S. Chanos built one of the largest fortunes on Wall Street by foreseeing the collapse of Enron and other highflying companies whose stories were too good to be true. Now Mr. Chanos, a wealthy hedge fund investor, is working to bust the myth of the...