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June 25, 2008

Cynical Bubbles, Missed Market Inflections, Decoupling, etc.

Hugely fun and wildly bearish stuff in a recent issue of welling@weeden. The discussants are the co-heads of global cross-asset strategy at Societe Generale, and they are among the more bearish (in a nice and rational way) investors I have read in some time.

Here is a brief excerpt on why the current commodities and emerging markets bubble is different, sort of, than the dot-com bubble:

Reluctantly removed at the request of the copyright holder.

Read it all.

[via BigPicture]

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