Money and Finance
- Dylan Grice: Witch Hunts, Inflation Fears, And Why I’m Bearish In 2013
For someone who started his remarks proposing to “kill all the economists,” Dylan Grice can wax surprisingly sentimental, with a fresh, human take on monetary policy that leads him to some worrisome conclusions. Making a case for gold, cash, and other...
- 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...
- Dylan Grice Slams Richard Koo's Ideas Of Balance Sheet Recessions, Liquidity Traps, And Debt Deflations
Societe Generale analyst Dylan Grice has attacked the idea of the balance sheet recession, pioneered by Richard Koo, suggesting that it's a sham. Grice notes that the balance sheet recession episode that Japan has encountered is only one blip in history,...
- John Mauldin: Are Booming Economies Good For The Markets?
There are some very good charts in this letter.The economy is doing better, and we will survey some of the highlights. But does this mean the stock market is headed higher? A chart from Louis Gave got me to thinking, and I shot off a few thoughts and...
- 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 - ...
Money and Finance
Shiller PE charts
I thought these charts from Dylan Grice’s “What to do when there’s nothing to do?” piece from March 31st were worth passing along.
- Dylan Grice: Witch Hunts, Inflation Fears, And Why I’m Bearish In 2013
For someone who started his remarks proposing to “kill all the economists,” Dylan Grice can wax surprisingly sentimental, with a fresh, human take on monetary policy that leads him to some worrisome conclusions. Making a case for gold, cash, and other...
- 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...
- Dylan Grice Slams Richard Koo's Ideas Of Balance Sheet Recessions, Liquidity Traps, And Debt Deflations
Societe Generale analyst Dylan Grice has attacked the idea of the balance sheet recession, pioneered by Richard Koo, suggesting that it's a sham. Grice notes that the balance sheet recession episode that Japan has encountered is only one blip in history,...
- John Mauldin: Are Booming Economies Good For The Markets?
There are some very good charts in this letter.The economy is doing better, and we will survey some of the highlights. But does this mean the stock market is headed higher? A chart from Louis Gave got me to thinking, and I shot off a few thoughts and...
- 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 - ...