Societe Generale’s Global Strategy “Team,” headed and entirely manned by Albert Edwards, has never been shy about expressing counter-trend opinions, particularly regarding the market distorting impact of central bank quantitative easing. In a report titled “Humdinger of chart illustrates the catastrophic distortions caused by QE” he points out the nuanced executional differentials in central bank policy and their observable unique outcomes. With the global debt monster not kind to a slow growth economy – and “toxic” in a deflationary world – one particularly high asset valuation is troubling. Albert Edwards: How central bankers implement stimulative policy leads to different outcomes…
Albert Edwards: “This is nuts!” (In A Good Way)
Mark Melin
Mark Melin is an alternative investment practitioner whose specialty is recognizing the impact of beta market environment on a technical trading strategy. A portfolio and industry consultant, wrote or edited three books including High Performance Managed Futures (Wiley 2010) and The Chicago Board of Trade’s Handbook of Futures and Options (McGraw-Hill 2008) and taught a course at Northwestern University's executive education program.