Earlier this week, I had a little fun at the expense of the latest musings from Jeremy Grantham, who’s convinced US equities are in the
Category: albert edwards
‘This Only Means One Thing’: Albert Edwards On The US Election
Predictably, Donald Trump sued everyone in sight this week, even before Joe Biden reached the 270 threshold to be declared the winner of the most
Where’s The Rent Deflation?, Albert Edwards Asks The Bureau Of Labor Statistics
One of the many explanations rolled out when explaining the monumental ~54% surge in US stocks from the March panic lows is that rock-bottom yields
Albert Edwards Recalls Wise Words Of Late Boss. Warns On Deflation, Ponzi Schemes
“The deflationary reality will mean even more monetary largesse is coming”.
Albert Edwards: ‘This Is Exactly What The Ice Age End-Game Always Was’
“The veil is finally being lifted”.
Albert Edwards Has Been Right For A Long Time. But His Fans Have Kept Everyone From Realizing It.
A misunderstood bear and underrated economic thinker.
Albert Edwards: ‘The Great Melt’ Is Coming. But ‘Outright Deflation’ Is Here Now
“…there will never be any serious attempt to reverse policy stimulus.”
Albert Edwards Dreams Of Stephanie Kelton’s Free Money Train. Says S&P Is ‘Ludicrous’ Bubble
“I’m not sure what to make of all this except…”
Albert Edwards: ‘Ludicrous’ To Assume Central Bank Liquidity Is ‘Compelled’ To Boost Stocks
“Liquidity will flow into whatever momentum trade emerges as the winner.”
Albert Edwards On Bear Market Rallies, Direct Deficit Financing And Yellen’s Stock Trial Balloon
“Maybe direct Fed buying of the S&P might break the link.”
COVID Carte Blanche: Political Opposition To Trillion-Dollar Stimulus Crumbles In Pandemic
“Certainly the rapidity of the collapse in markets and the unfolding economic slump has accelerated the policy response”.
Albert Edwards: ‘These Are Dangerous Times Indeed’
It will not surprise you to learn that Edwards doesn’t think stocks are “cheap” after rout.
‘Try 8X Instead’: As Market Crosses Another ‘Ice Age’ Milestone, Albert Edwards Looks Ahead
“Try 8x instead at the bottom of the next recession and see where that takes us!”
The Ice Age Is Driving The Equity Factor Bubble. And Albert Edwards Says ‘Disaster Awaits’
“I have an ugly vision of the future.”
Load More
