James Montier: The Advent of a Cynical Bubble

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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