Edward Harrison

General Partner, Global Macro Advisors
Contributor's Links: Credit Writedowns
Edward Harrison is the founder of Credit Writedowns and a former career diplomat, investment banker and technology executive with over twenty five years of business experience. He has also been a regular economic and financial ...more
Following: 27 Followers: 1611

ALL CONTRIBUTIONS

Grantham: The Essence Of Every Bubble Is Wonderful Fundamentals, Euphorically Extrapolated
Monday, January 29, 2018 4:16 AM EDT
Jeremy Grantham has called a few stock market bubbles — the tech stock bubble of the 1990s and the global credit bubble of the 2000s, to be sure. And he was spot on in timing the 2009 market bottom.
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Gallup: Half Of Small-Business Owners Give Trump Administration High Marks
Friday, January 26, 2018 8:22 AM EDT
Gallup has done a deeper dive into the data in its latest poll, which I highlighted last night. The numbers show small businesses content with the state of the economy, giving the Trump Administration high marks in this area.
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US Small Business Optimism At Decade Highs As We Await GDP Report
Friday, January 26, 2018 4:17 AM EDT
Right now the New York Fed Staff Nowcast has Q1 2018 at 3.1%. As with the Q4 reading, the Q1 2018 number will replace a weak number — 1.2% annualized growth in Q1 2017, likely bringing trend growth all the way back to 3%.
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Ray Dalio: We Are Already In A Bond Bear Market Right Now
Thursday, January 25, 2018 4:14 AM EDT
I am not convinced we are going to see a bond bear market, at least one that is long-lasting. And that’s because a bond bear market will necessarily negatively impact credit growth, precipitating a recession.
In this article: TYX
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Gary Shilling Is Betting Against Dalio, Gross And Gundlach
Thursday, January 25, 2018 3:14 AM EDT
Unlike Bridgewater Associates’ Ray Dalio and And Janus Henderson’s Bill Gross, Shilling doesn’t think bond yields have put in a secular low. Bond Guru Jeff Gundlach is also bond bearish
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Looking For The Next Amazon In The Technology Industry
Wednesday, January 24, 2018 7:40 PM EDT
Not every company is the next Amazon. A lot of the telecom companies went bust. And even Amazon faced a trial by fire and fears of a liquidity squeeze.
In this article: AMZN Also: NFLX, TSLA
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STOCKS I FOLLOW

AAPL Apple Inc.
AIG American International Group Inc
AMBC AMBAC FINL GRP INC
BAC Bank of America Corporation
BBVA Banco Bilbao Vizcaya Argentaria S.A.
BCS Barclays PLC
BGPIQ BORDERS GROUP INC
BND Vanguard Total Bond Market ETF
BP BP p.l.c.
C Citigroup Inc.
CYB WisdomTree Dreyfus Chinese Yuan Fund
DIA SPDR Dow Jones Industrial Average
EEM iShares MSCI Emerging Markets Index
EWC iShares MSCI Canada Index Fund
EWD iShares MSCI Sweden Index Fund
EWG iShares MSCI Germany Index Fund
EWH iShares MSCI Hong Kong Index Fund
EWJ iShares MSCI Japan Index Fund
EWP iShares MSCI Spain Index Fund
EWS iShares MSCI Singapore Index Fund
EWU iShares MSCI United Kingdom Index Fund
EWY iShares MSCI South Korea Index Fund
F Ford Motor Company
FDX FedEx Corporation
FITB Fifth Third Bancorp
FNMA Fannie Mae
FXE Euro Currency Trust
GE General Electric Company
GLD SPDR Gold Trust ETF
GM General Motors Company
GOOG Alphabet Inc. (Google)
GS Goldman Sachs Group Inc.
IEF iShares Lehman 7-10 Year Treasury Bond Fund
IRL The New Ireland Fund Inc.
ITB iShares Dow Jones U.S. Home Construction Index Fund
IYF iShares Dow Jones U.S. Financial Sector Index Fund
IYR iShares Dow Jones U.S. Real Estate Index Fund
IYW iShares Dow Jones U.S. Technology Sector Index Fund
JPM JPMorgan Chase & Co.
KBE SPDR S&P Bank ETF
KRE SPDR KBW REGIONAL BNKNG
LYG Lloyds Banking Group plc
MAR Marriott International Inc.
MCO Moody's Corporation
MGA Magna International Inc.
MS Morgan Stanley
MUNI PIMCO Intermediate Muni Bond
OPELF OPEL TECHNOLOGIES
RBS The Royal Bank of Scotland Group plc
REPYY REPSOL YPF S.A.
RIO Rio Tinto plc
RKH HOLDRS-Regional Bank
SPY SPDR S&P 500
TAO Guggenheim China Real Estate ETF
TGT Target Corporation
TM Toyota Motor Corporation
UBS UBS AG
UUP PowerShares DB US Dollar Index Bullish Fund
VLO Valero Energy Corporation
WFC Wells Fargo & Co.
WMIH WMI Holdings Corp
WMT Wal-Mart Stores Inc.
XLF Financial Select Sector SPDR
XLI Industrials Select Sector SPDR
XLV Health Care Select Sector SPDR
XLY Consumer Discretionary Select Sector SPDR ETF
XRT SPDR S&P RETAIL ETF
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PERSONAL BLOG

Latest Posts
Market Shift To Bear Steepening As Important As Regime Shift Under Powell
Back in late February, I told you there was a new hawkish tone coming from the Fed that I believed meant an acceleration of the Fed's rate hike timetable. When Lael Branard got onboard, I knew a regime shift was at hand.
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Work Experience

Global Market Strategist
Macro Advisors, Inc.
2008 - Present (15 years 8 months)

Widely-recognized senior macro strategist with deep micro experience in Financial Services, Telecom, and Technology. Confident in promoting business strategy, macroeconomic and investment theses to colleagues, clients and all forms of media via one-on-one meetings, group presentations, television, radio, newspaper, blogs.

Experienced at analyzing financial markets and macroeconomic data to identify drivers of investment performance like valuation and stage of business cycle.
Research Director
CEB
2006 - 2007 (1 year 6 months)

Presented research to more than 100 executive/board-level groups and wider audiences related to corporate strategy, operations, and general management. Consulted institutions to inform strategic objectives, facilitate action plans based on research.
Director, Corporate Development
Yahoo!
2000 - 2003 (3 years 6 months)
Associate Director, Leveraged Finance
Deutsche Bank
1997 - 2000 (3 years 6 months)

Education

Publications