Crispin Odey "There Is Really No Place To Hide"Mark Melin
Quantitative easing is driving yield hungry investors into stocks, creating an asset bubble in valuations
After posting strong January performance, in his latest letter to investors Crispin Odey has turned negative on the equity markets and quantitative easing, a theme initially expressed in an earlier letter. The one time bull has turned into a bear proclaiming that "this down cycle is likely to be remembered in a hundred years, when we hope it won’t be . . .
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