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

Gasland and Natural Gas Drilling

Edward Harrison Feb 26, 2011

Below is a film clip from the Oscar-nominated picture, 'Gasland'. The film on the effect of natural gas drilling on country landowners is up for best documentary tomorrow night. Also see Industry tried to get "Gasland" out of…

Markets

More Food for Thought

Edward Harrison Feb 25, 2011

Bill Fleckenstein was back talking to Dylan Ratigan about the source of rising oil prices. (See the last Fleckenstein video here). Clearly, supply constraints and increased demand in emerging markets play the central role in creating a…

Markets

Africa’s declining energy exports

Edward Harrison Feb 22, 2011

This note from UBS' Andy Lees this morning points to peak oil/peak resources as a consideration in the ongoing troubles in the Middle East. Andy writes: Just a few quick figures on African oil production. Libyan production, according to…

Business

Taiwanese Animation: Airline travel – steerage edition

Edward Harrison Feb 22, 2011

Here's a tip on what airline travel is now like. Note, travel on Singapore Airlines and Cathay Pacific is infinitely better than on the U.S. airlines.

Markets

Case-Shiller: US House Prices Are Closing In On the Post-Bubble Trough

Edward Harrison Feb 22, 2011

The S&P/Case Shiller Home Price Indices shows that house prices in the U.S. continue to decline this winter. For data through December 2010, the broad Composite-20 index is down 2.4% compared to December 2009. The Composite-10…

Business

Kedrosky Sees No Bubble, Facebook Value Could Go Higher

Edward Harrison Feb 19, 2011

Paul Kedrosky told Bloomberg's Pimm Fox that he doesn't believe we are in a social media bubble yet and that Facebook's valuation could go even higher in coming months. Revenue is doubling year-on-year at Facebook and that has Kedrosky…

Markets

The Federal Reserve’s Quantitative Easing is Raising Inflation Expectations

Edward Harrison Feb 18, 2011

The real question is whether the inflation that bondholders are expecting will actually lead to rate rises. Bond vigilantes can sell Treasuries in expectation of future rate hikes. (Remember, long rates are simply a chain of expected…

Markets

Cotton Hoarding in China Shows There is Serious Commodities Speculation

Edward Harrison Feb 17, 2011

You have to watch this video to believe it. The speculation in the commodities market is well out of hand. Cotton futures are at a record high on speculation that demand in China will continue to increase, as China is the world’s largest…

Markets

Kyle Bass on Japanese Insolvency and Systemic Risk in the Global Economy

Edward Harrison Feb 17, 2011

Here's more from the CNBC session with Kyle Bass, Managing Partner of Hayman Capital Management. David Faber introduced the topic as a discussion about tail risk and the "end of the world" trade. Bass took exception to that…

Markets

Kyle Bass: At municipal level, it’s “open season for defaults”

Edward Harrison Feb 17, 2011

Kyle Bass doesn't believe that the bloodletting in the muni market we have seen so far is enough to warrant taking on the increased credit risk that municipal bonds now have. Bass, who is a principal at the hedge fund Hayman Capital…

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