James Montier is one of my favorite market strategists. He is really good on behavioral economics. And his work inspired one of my favorite posts here on 17th century philosophers Descartes and Spinoza. James is also very good on his macro because he understands modern money and the sectoral balances framework of the late Wynne Godley.
Back during the financial crisis, James worked with Albert Edwards and Dylan Grice at French bank Societe Generale. And the three of them were a fearsome research trio. Unfortunately Dylan and James left the buyside. So Albert is holding down the fort at SocGen. And you can see what he's saying from some of my recent posts.
But James has some new stuff out from his perch at fund manager GMO. That's the Boston-based fund manager whose G stands for founder J...
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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.