Quant Macro Investing

Risk Taking Disciplined

Soc Gen’s Albert Edwards on market turning points

Lead indicators to identify turning points – here for more info.

October 31, 2009 - Posted by | Indicator setup

1 Comment »

  1. This year observes the boom of equity capital market. So far this year, investors in Asian equities have made 46 per cent profits, in contrast to which, consensus forecasts are about 8 per cent growth this year. From the OECD lead indicator, EPS has already touch 30 level. It may be a warning sign that global equity market is a little bit overheated. Quote a saying from the article: After recent massive cyclical gains in equities, that extremely dangerous topping out phase looks as if it has begun.

    Comment by Roger Hu | November 1, 2009 | Reply


Leave a Reply

Please log in using one of these methods to post your comment:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s

%d bloggers like this: