Friday, June 24, 2011

Add Mauldin to GK's Anatole and SocGen's Albert Edwards...

And you get a straight-forward piece.

I've mentioned before about the politics involved in this european debt-situation and this document by Albert Edwards sums it up nicely.

If you want the file let me know and I will forward it to you after people take it down from this link

*Disclaimer: charts and data are presented as I receive/see them. Sources are usually not checked for validation and my own calculations are of 'back of the envelope'-type. I am aware that some math that I do myself might be wrong and/or misleading to some extent. In financial markets the rate of change of economic data is often more important than the actual level and the perception of 'what is priced in' is more important than 'what is actually going to happen'. This is actually the way people pick entry and exit points. So... yes, sometimes you might say 'This guy is an idiot, this is way wrong!' with a high conviction, being right. Not to worry. Markets are made of expectations and the clash of conviction between its participants. Portfolio managers know that being an idiot is sometimes profitable and being smart is often a bad choice. It is all reality, sometimes good, sometimes bad. By the way: corrections to my analysis and intelligent debate is welcome. theintriguedtrader AT gmail do com


  1. Could you please forward that newsletter to me if possible? My email is Thank you.

    p.s. Great blog man! I also run a blog called <a href=">Short Side Of Long</a>. Check it out if you got some time.

  2. Hi there.
    Thanks for dropping by and I am glad you like the content.

    I am currently on vacation, but will be back in the office on monday.
    Please email me just to remind me and I will forward the report to you.

    Best regards.