One of my favorite analysts is Albert Edwards of Societe Generale in London. Acerbic, witty and brilliant. Emphasis on brilliant. The fact that he is a Doppelganger for James Montier (who long time readers are well acquainted with) is a coincidence (or he would say vice versa). I only kind of have permission...
John Mauldin's Outside the Box
Filed under: Filed under: Recession, Unemployment, Recovery, market, ISM, American Association, Mauldin, Philadelphia Fed, nonfarm payroll, John, QE