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Edward Harrison 7783 posts 575 comments

Edward Harrison is a senior Editor at Bloomberg. He is also the founder of Credit Writedowns newsletter, a former career diplomat, investment banker and technology executive with over twenty five years of business experience. He speaks six languages and reads another five, skills he uses to provide a more global perspective. Edward holds an MBA in Finance from Columbia University and a BA in Economics from Dartmouth College.

Daily

Daily: On Apple’s record iPhone upgrade cycle boost

Edward Harrison Sep 24, 2012

This is a brief note on Apple since it sold 5 million iPhones at the weekend. I have been saying that the upgrade cycle for Apple would be bullish and it has been as we are seeing record sales. This is due mostly to the fact that Apple's…

Daily

Daily: Romney is toast, Apple will have a monster quarter, and QE infinity will fail

Edward Harrison Sep 21, 2012

Here is today's daily note. I have three main topics to highlight in the links: Romney, Apple and QE infinity. Romney The Pawlenty defection is a big deal. I don't think I have ever seen anything like it. It's a total meltdown for…

Daily

Daily: More on QE3 and the Fed’s dovish turn

Edward Harrison Sep 20, 2012

The Kocherlakota speech is important because he was a hawk earlier in the third easing campaign. See last August's post "Kocherlakota: Statement on Dissenting Permanent Zero Policy." Greg Ip writes in two insightful tweets, "Kocherlakota's…

Political Economy

Stephen Roach: Fed’s Asset Purchases Are A ‘Charade’

Edward Harrison Sep 19, 2012

Stephen Roach makes some good points in the Bloomberg Television interview from September 14th below. He talks mostly about China in a tete-a-tete with Gordon Chang later in the broadcast. Don't miss that. But on the US at the beginning of…

Daily

Daily: More on the new iPhone 5

Edward Harrison Sep 19, 2012

Today's links are just on tech. The iPhone 5 is poised to break all records when it comes out. While this is a much-needed boost for Apple given the doubts about its product cycle, the phone is clearly inferior to phones now being released…

Business

Samsung: It doesn’t take a genius

Edward Harrison Sep 19, 2012

I think Apple is going to clean up this quarter. What happens after that is another story. But the reality is the iPhone 5 isn't a killer on the specs. It will drive upgrades, yes. But many other phones now have better specs. Samsung is…

Members

Deflationary fiscal versus reflationary monetary: who wins?

Edward Harrison Sep 19, 2012

Japan has joined the crowd and started an even more aggressive asset purchase program as the Japanese economy weakens. Meanwhile, serious tax hikes are poised to go into effect very soon. Japan plans to cut state spending because the…

Political Economy

On the continued European deposit flight

Edward Harrison Sep 19, 2012

Yalman Onaran has written up a lengthy review of the deposit flight now ongoing in Europe. It is a reminder that Mario Draghi's plan to backstop Spanish and Italian sovereign debt can only do so much to stop redenomination risk, the…

Members

The iPhone is no longer the best mobile but it’s enough for massive upgrade cycle

Edward Harrison Sep 19, 2012

If you look just at the specs, the iPhone 5 is no longer the best of breed smartphone. Plenty of other handsets measure up including the Samsung Galaxy S III and the new LG Optimus G. In fact, these phones have superior specs on nearly all…

Daily

Daily: Mitt Romney’s lurch to the right is neither credible nor wise; it’s disastrous

Edward Harrison Sep 18, 2012

I have a backlog of links I could put into this post but I am going to get this out now to concentrate on one issue: the US presidential election and Mitt Romney's meltdown. At the beginning of the year, I predicted that Romney would win…

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