Thursday, August 29, 2013

Summary of Albert Edwards' latest...

Via ValueWalk. And just in case readers haven't read them yet, SocGen put out collections of Albert Edwards' and James Montier's letters from 2008 a few years ago, and then also put out a collection of Dylan Grice's letters from 2009-2012. I think they are some of the best combinations of getting both a top-down and bottom-up picture of the 2007-2012 crisis period as it unfolded, and as it continues to unfold.