Societe General’s perma-bear Albert Edwards is a widely read bank analyst because he looks at the world with an apparent mathematical mind, searching for truth and not considering politically restrictive niceties when providing economic analysis. In trading and investing all that matters is the accuracy of an underlying thesis, dare we call this “truth.” As Edwards looks at what is obviously a migrant crisis spreading through Europe — with potential to alter the political foundation of the region — he apparently doesn’t run scared from labels such as “racist” or “xenophobe” that can be thrown just for considering logical economics….
Albert Edwards: The European Migrant Crisis Is A Disaster But Not For The Reasons You Think
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.