Bubble watching, with Albert | FT Alphaville
Albert makes some good points here with his charts. But this upcycle has had legs and no signs of its coming to an end are immediately present. That IS the problem for investors."Albert Edwards, the SocGen strategist, is pretty much beside himself. His latest Global Strategy Weekly recycles his usual spit, sweat and fury, thrown again at “bozo” policymakers."
Currency Talk: Dollar Weakness Here to Stay Amid U.S. Uncertainty - Real Time Economics - WSJ
"“The Fed is caught in a corner in a street it cannot get out [of],” he said. Ongoing Fed bond purchases will keep the dollar under pressure, and instead send investors in search of higher-yielding assets, like equities and emerging-market assets, he added.In that scen...
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Edward Harrison is the founder of Credit Writedowns and a former career diplomat, investment banker and technology executive with over twenty five years of business experience. He has also been a regular economic and financial commentator in print and on television for the past decade. He speaks six languages and reads another five, skills he uses to provide a more global perspective. Edward holds an MBA in Finance from Columbia University and a BA in Economics from Dartmouth College.