Author

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.

Economy

On Spain’s coming under the watchful eye of the Troika in 2012

Edward Harrison Mar 28, 2012

This is a thematic post, I am also putting outside the paywall because there is a lot of chatter today about Spain needing to tap EU bailout funds this year. The messaging in the analyst community follows the thematic prediction I made in…

Political Economy

Rollerball: The game is created to demonstrate the futility of individual effort

Edward Harrison Mar 28, 2012

Marshall Auerback sent me this video of Rollerball. I liked it so much, I thought I would post it.

Daily

Daily Commentary: On defined contribution pension plans

Edward Harrison Mar 27, 2012

Some thoughts on defined benefit and defined contribution in today's world of negative real rates plus today's links

Markets

Bill Gross on Risk Seeking Return and Safe Carry

Edward Harrison Mar 27, 2012

Bill Gross is out with his monthly commentary. Because his points are central to the discussion of policy and markets right now, I am going to write this weekly newsletter commentary outside the paywall. The major question is about how to…

Members

Hussman also jumps on the profit mean reversion bandwagon

Edward Harrison Mar 26, 2012

John Hussman just came out with a note that also warns about reversion to the mean in profit margins. Here I have some comments on how these trends play out in earnings and the stock market.

Economy

Video: Gas Prices Explained

Edward Harrison Mar 26, 2012

I missed this one from Omid Malekan a few weeks back but it's a good primer on gas/petrol prices for those of you who are interested.

Daily

Daily commentary and chart of the day: More on narrowing market leadership

Edward Harrison Mar 26, 2012

Last week, I wrote a bit more on my prediction of margin compression in the US and how Apple fits in the weekly newsletter. This story in today's links from the Washington Post was really good on that with regard to Apple.

Economy

Smoking Gun at MF Global

Edward Harrison Mar 24, 2012

Bloomberg News allegedly has an e-mail demonstrating that Jon Corzine, MF Global's CEO, gave “direct instructions” to his underlings to transfer $200 million from one customer account to another account in order to meet an overdraft in one…

Daily

Daily Commentary: Quick thoughts on European data

Edward Harrison Mar 23, 2012

The daily links and commentary is a bronze-level post. Quick thoughts: This past week made it abundantly that Europe is slowing fairly dramatically. A number of countries have entered recession. I have been saying since October that Europe…

Political Economy

Bill Black on the MF Global Cover-up

Edward Harrison Mar 23, 2012

Here's another appearance by Bill Black spoke to RT's Lauren Lyster this past Wednesday about regulatory action in the MF Global case.

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