Would the real Peter and Paul please stand up?

March 14, 2013

Dylan Grice has always been one of my favorite analysts (historians) out there.  He recently left SocGen (where you can find a coffee table-esque compilation of his work here) and landed at Edelweiss Holdings.  Edelweiss also publishes a piece ever so often, and we have included a link to the recent March issue as well as the archives.

Below are a few charts before the download:

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“‘Devaluing a currency,’ one senior Federal Reserve official once told me, ‘is like peeing in bed. It feels good at first, but pretty soon it becomes a real mess.’” —Francesco Guerrera, The Wall Street Journal,  Feb 2013.

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The Edelweiss Journal is an irregularly published newsletter produced by Edelweiss Holdings Ltd., a private investment company. Launched in July 2011, its purpose is to share ideas, thoughts and even excerpts from shareholder communications with a wider audience of like-minded capital owners, friends and colleagues.

While the Edelweiss Journal is likely of most interest to fellow investors, its purpose is neither commercial nor advisory. It does not offer advice or guidance of any kind. Its simple goal is to inspire, challenge, encourage thought and reflection and offer a provocative commentary on a range of current issues deemed relevant by its editor.

Subscription to the Edelweiss Journal is available to anyone and is free of any obligation. Past issues may be freely shared in their original (PDF) form, but not posted online. Excerpts may be quoted in other sources, with proper attribution. Whole articles may not be reprinted without the express permission of the publisher.

Back issues are available for download from the Issues page.