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

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