Money and Finance
From a couple of weeks ago.
- 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...
- 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...
- 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...
- Hubris And Other Signs Of Trouble ‘down Under’
Australia is rich in iron ore, coal and copper … and its stock of hubris seems to be growing. After a recent trip to the “quarry in China’s backyard” SocGen’s Dylan Grice is even more worried about its economy than he was beforehand. It seems...
- When Second Best Is Better - The Case For Patient Quality Over Bravery (if You Have A Job)
Having a job is great, but its good to have extra income sources as well. A common one is to buy some rental property, but they have always seemed like a hassle to me. For one thing I do not have the handy man skills and for another my friends who do...
Money and Finance
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 "express" the views he proffers on a regular basis in the markets.
"[W]e’ve combined our admittedly modest individual talents to reach an immodest conclusion: that we can create an investable index of equities that we think generates relatively safe income, protects capital, and (even) grows over time."
It's called the "Quality Income Index."
The gist of it is just like it sounds: investing in quality companies that pay out sustainable dividends tend to generate the highest returns over the long run.
- 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...
- 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...
- 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...
- Hubris And Other Signs Of Trouble ‘down Under’
Australia is rich in iron ore, coal and copper … and its stock of hubris seems to be growing. After a recent trip to the “quarry in China’s backyard” SocGen’s Dylan Grice is even more worried about its economy than he was beforehand. It seems...
- When Second Best Is Better - The Case For Patient Quality Over Bravery (if You Have A Job)
Having a job is great, but its good to have extra income sources as well. A common one is to buy some rental property, but they have always seemed like a hassle to me. For one thing I do not have the handy man skills and for another my friends who do...