Are You Worried About China? Not Nearly Enough, Albert Edwards Reckons
Wary eyes are being cast in the right direction.
Category: albert edwards
Albert Edwards Returns From Yosemite, Disagrees With Other Notable Bear When It Comes To Forest Fires
“I am just back from a two-week trip to Lake Tahoe and Yosemite/Sequoia Parks”…
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Albert Edwards Explains Why The S&P Will Eventually Fall Below The 2009 Lows
“In the next recession, I would expect the P/E to bottom at about seven times, a lower low with earnings about 30% lower because of the recession. That would put the S&P lower than the 666 low of the previous crash, versus 2671 Thursday afternoon.”
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Albert Edwards Wants To Know If ‘Your Nostrils Are Filling With A Sticky Aroma’
“If you want to blame someone, blame the Fed. And I am sure that is exactly what President Trump will do when he loses patience and moves to remove their independent status.”
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Albert Edwards: ‘Trump’s Grotesquely Ill-Timed Stimulus Will Be Trigger For Market Implosion, Recession’
“…a ruinous fiscal deficit in excess of 15% of GDP will be Trump’s legacy.”
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Albert Edwards Is Irritated At Bitcoin
“How do you know when an asset price rise has turned into a bubble?”
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Albert Edwards Hears ‘Rustlings Of Discontent’, Says You Agree With Him That ‘This Will End Badly’
“Many of these same investors, however, tend to agree with us on a two year view that things are likely to end very badly.”
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Albert Edwards: You Are Going To Be ‘Mighty Pissed’ When Your Wealth ‘Evaporates Before Your Very Eyes’
“The risk is that the market is hugely vulnerable if it hears a distant bark, let alone feels its bite.”
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‘Wolves’: Albert Edwards Returns To Outline The ‘Nightmare Scenario’
“It could happen tomorrow given the extreme expense of US equities and the near universal consensus of a continued acceleration in the economic cycle despite the Fed also in the midst of a tightening cycle.”
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Deflation Is Here And The Ice Age Cometh: Albert Edwards Is Back
“I was too optimistic!”
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Albert Edwards And 1 ‘Quite Amazing’ Chart
“This is quite amazing given where we are in the global economic cycle.”
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Albert Edwards Wins 14th Straight Award, Leaves Haters Salty, Makes Dire Prediction
“If this is, as we strongly believe, an aberration and the equity yield reconnects with the red dotted arrow, then investors should be petrified of the next equity bear market.”
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Albert Edwards: “The Reflation Trade Is Trump-Inspired Fake News”
“The last time volatility in the US bond market was this low (and complacency this high), 10y yields spiked up some 150bp in only four months as part of Bernanke’s ‘Taper Tantrum’. “
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Albert Edwards Explains Why He Wasn’t Wrong & Delivers The “Bottom Line” For US Companies
Yes, “how wrong” I/we was/were.
Or was “we”?
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Albert Edwards Is Back From Barbados And He’s Got (A Lot) He Wants To Tell You
The problem with healthy debate is that so many people back themselves into a corner and take any contrary opinion as a personal attack on their very identity as a human being.”