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Cred and Credulity: Dylan Grice
Posted By Barry Ritholtz On February 1, 2013 @ 12:13 pm In Analysts,Investing,Markets | Comments Disabled
Okay, kids, gather round: I have in my hands your weekend reading assignment, and its a doozey:
Dylan Grice, former Société Générale strategist (and Big Picture conference speaker) collection of Popular Delusions essays. The work covers the period from 2009 to 2012 and runs 244 pages long.
It is chock full of terrific stuff. Topics range from Valuation/Portfolio construction, Euro Crisis, Japan, Asia, Gold, Commodities, Books and Philosophy.
I do not think this  is a public link but I will see if I can get permission to post a PDF . . .
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