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.

Business

Andreessen: The market hates tech but is starved for growth

Edward Harrison Jun 4, 2011

Marc Andreessen believes companies like Google and Apple are undervalued because "the market doesn't like tech.” In his view, the recent popularity of tech companies does not constitute a bubble. Instead, he sees a market that is starved…

Economy

Crisis is Not Behind Us

Edward Harrison Jun 3, 2011

Wray’s view: Banks are bigger than before the crisis. But, despite their books showing profits, it is not clear if they are adequately reserving for loans and liabilities already on their balance sheets. The right approach is to actually…

Business

Cashmore on Technology’s Paradigm Shift

Edward Harrison Jun 1, 2011

Here’s an interesting conversation about social media and Internet and technology companies' adjustment to it.

Political Economy

Reckless Endangerment

Edward Harrison Jun 1, 2011

The title of the latest crisis book is “Reckless Endangerment”. Authors Grechen Morgenstern and Josh Rosner sat down with Aaron Task at Yahoo’s Tech Ticker to review the role of the regulators in our crisis. Theirs is a story of regulatory…

Economy

ISM manufacturing index confirms growth slowdown

Edward Harrison Jun 1, 2011

The soft patch in and of itself is not a problem. There is always some sort of mid-cycle slowdown. The real problem for economic growth bulls (and risk assets) is that this particular soft patch is increasingly likely to be met with…

Economy

Financial Shock and Awe in China

Edward Harrison Jun 1, 2011

To sum up: Non-performing loans look to be a full 10% of Chinese GDP. That’s high. The Chinese government is confronting this writedown problem head-on. While a number of analysts have opinions on the measures just taken, it is far from…

Economy

China: First the credit writedowns, but then what?

Edward Harrison Jun 1, 2011

The immediate problem is the excess capital investment and the costly maintenance of the projects it has spawned. Longer-term, Asia's growth prospects look good.

Markets

Gundlach on another crisis: “How much currency do you have?”

Edward Harrison May 31, 2011

Forget about gold for the time being. Investors need to own cash - currency, simply as a hedge against the risk of another derivatives mess down the line.

Markets

Here’s why Jim Rogers is bullish on Asia

Edward Harrison May 28, 2011

Jim Rogers is bullish on Asia. In a twenty-minute interview with the BBC, he explains why? Hat tip Paul Kedrosky. Like Paul, "I find many of his rhetorical tricks maddening" but it is an informative interview nonetheless. Videos below

Markets

Gross: Savers to Be Disadvantaged for Years

Edward Harrison May 28, 2011

The Federal Reserve will be on easy street for a long time to come. Real interest rates will remain low, meaning debtors will be favoured over savers. Investors in fixed–income will take it on the chin.

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