Fund manager Pawel Morski is live-tweeting from Societe Generale's 2013 outlook presentation.
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:
Here's a chart that Morski tweeted showing how Japanese profits have detached themselves from stocks.
