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DYLAN GRICE: Economists Think Inflation Is Dead, Just Like They Did In The 70's Before Inflation Exploded

Jan 15, 2013, 22:09 IST

Fund manager Pawel Morski is live-tweeting from Societe Generale's 2013 outlook presentation.

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Speakers include famous bears Albert Edwards and Dylan Grice, who often take extreme views that often conflict with the conclusions of mainstream strategists and economist.

Some key points:

  • junk bonds are in a bubble
  • Japanese stocks are cheap
  • experts are arguing inflation is dead, just like they said in the 70' before inflation took off

Here are some highlights that Morski has tweeted:

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Here's a chart that Morski tweeted showing how Japanese profits have detached themselves from stocks.

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