“What if – take a deep breath – the Chinese authorities are not as in control of events as investors assume”?
Category: albert edwards
Pimco: ‘It’s No Longer Absurd To Think US Treasury Yields Could Go Negative’
“US Treasuries – which many investors view as the ultimate ‘safe haven’ apart from gold – may be no exception”.
If Albert Edwards Had A Swiss Franc For Every Time Someone Told Him To Ignore Manufacturing…
“Having been in the business for over 35 years, there is one thing I can guarantee”…
Albert Edwards: Trump ‘Will Take The Global Currency War To A Whole New Level’
“Expect the dollar to fall bigly”.
Albert Edwards: ‘By Hook Or By Crook, Jerome Powell Will Be Out’ If There’s A Recession
“If this is what President Trump is like now, imagine if I am right”…
Albert Edwards Feels ‘An Earthquake Happening In Government Bonds’
For Albert, it’s now just a question of “how negative bond yields will go”.
Albert Edwards Voted ‘Leave’ (And Why You Should Always Call On The Guy With The Shaggy Beard Wearing The Anorak)
“The honest answer is that I simply don’t know and that is why I was jumping up and down in my seat waving my hand.”
‘The Next Phase Of The Ice Age May Have Arrived’: Albert Edwards Revels In ‘Explosive’ Bond Rally
“Bond rally and curve inversion confirms Ice Age thesis is alive and well.”
Albert Edwards Returns From Jamaica, Talks MMT And The Likelihood Of Negative Rates In The US
“Investors should contemplate a brave new world”…
Albert Edwards Needs To Know Why You’re Not Expecting A Hard Landing In China
“Chinese policy seems to swing from feast to famine.”
Albert Edwards Says Equity Investors May Get ‘Fried Alive’ Mount Vesuvius Style
“Equity investors are facing the four horsemen of the apocalypse thundering towards them.”
Albert Edwards: ‘It’Â’s Always Brightest Before Dusk (OK I Made That Up!)’
“But in the same way that it is ‘always darkest before the dawn’ surely the opposite is also true.”
‘Is The Ice Age Over?’: Albert Edwards Ponders The End Of His Most Famous Investment Thesis
“…or is this just déjà vu all over again?”
10 Years After Lehman: Hubris
Pride and fall.
Albert Edwards Suspects ISM’s Factory Gauge Is Probably Lying To Him
“…this data point contradicts a lot of other evidence that lurks just behind President Trump’s veil of fiscal profligacy that a notable slowdown is already underway.”
Are You Worried About China? Not Nearly Enough, Albert Edwards Reckons
Wary eyes are being cast in the right direction.Â
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”…
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.”
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.”
Albert Edwards: ‘TrumpÂ’’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.”
Albert Edwards Is Irritated At Bitcoin
“How do you know when an asset price rise has turned into a bubble?”
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.”
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.”
‘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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