Hints and tips:
...Edward Lindley’s main potato crop of the year is withering....
...Albert Edwards of Société Générale summed this view up in his usual style a few weeks ago: The pandemic recession has allowed policymakers to cross the Rubicon of fiscal rectitude to reach a new land —...
.... ———– Final session: Dylan Grice is back (if only for the day). He’s talking to us about trust. It’s the glue that holds everything together. We will deal with his slides in a separate post...
...“It went very quickly and is a good example of a buoyant town market,” says partner Andrew Grice....
...Sadly, FT Alphaville’s New York wing couldn’t make it to this year’s Societe Generale-run bear sighting in London — the bank’s Global Strategy conference starring Albert Edwards and Dylan Grice (who’s off...
...Here’s how Grice ties the research to economics and financial markets (and to bears), including an entertaining anecdote about a meeting he and Albert Edwards had with a client: So the moral of the story...
...Following in the foot steps of colleague Dylan Grice’s episode of Australia bashing the other week, Edwards calls the situation plain: All we have in Australia, at its simplest, is a credit bubble built...
...It’s because the index is something of a labour of love for Andrew Lapthorne, the strategist who sits beside Albert Edwards and Dylan Grice at the French bank....
...But while Smith has focused on Sir Alan Greenspan, Edwards has it in for Sir Mervyn King....
...What’s come over über bear Albert Edwards?...
...He’s nowhere near as bearish as Edwards, but he does echo Grice’s cautious stance and believes we have seen a “material deterioration” in the fundamental backdrop for stocks....
...He might have been knocked off his Extel perch by sidekick Dylan Grice, but SocGen’s dancing bear Albert Edwards is still our favourite ‘strategiste global’....
...… In fact, is Edwards dragging me down?! I’ll let you be the judge. Related links: And now for something extremely bearish… – FT Alphaville Nikkei 63,000,000 – FT Alphaville...
...You’ve had the apprentice (Dylan Grice) and now it’s time for the Dark Sith Lord (Albert Edwards). The global economy is critically ill....
...Something from Société Générale’s Dylan Grice (and something of a reply to his SocGen colleague Albert Edwards), who recently indulged in the “mugs game” of forecasting capital gains in world equity markets...
...Edwards, an economist by training, works alongside chief quantitative analyst Andrew Lapthorne and strategist Dylan Grice – and, over the past decade, they’ve made themselves spectacularly unpopular with...
...Or — a dose of bearishness on looking at the OECD’s leading indicators, courtesy of SocGen’s Albert Edwards....
...Dylan Grice and my erstwhile colleague James Montier have one key point in common when it comes to their investment approach – namely they both recognise the futility of economic forecasting....
...For the bears amongst you, the must read title is The Gathering Storm, a slightly patchy collection of essays and articles by “the minds that predicted the crunch” such as Albert Edwards and Dylan Grice...
...It’s Monday and time for another helping of doom and gloom from Albert Edwards....
...Among the more notable (and prescient) contributors, however, are SocGen’s permabear Albert Edwards – who, as The Economist notes, “thinks the world is following the Japanese pattern and who recommended...
...For years, its strategy team – headed by quantitative analyst Andrew Lapthorne, economist Albert Edwards and equity strategist James Montier – won every award going for their value-driven, contrarian views...
...That’s from Dylan Grice — über-bear Albert Edwards’ sidekick at Societe Generale. He’s done a review of inflation during the Weimar Republic inflation in his latest `Popular Delusions’ note....
...In his latest Popular Delusions notes he has drawn up a list of six books that every investment professional (including his colleague Albert Edwards) must own....
...Due to deadline pressure we were unable to stay and hear the presentations from SocGen’s Andrew Lapthorne and Dylan Grice or guest speaker James Montier (Edwards’ former colleague who now works for GMO)....
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