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About
The Angry Analyst offers critical and analytical commentary on markets, companies, and the economy. What’s happened is usually in the price, so rather than just sit on the fence, we’ll take a look at what’s going to happen – and ask the awkward questions mainstream media and governments don’t want to hear the answers to. Skeptical to the core, we’re not going to be provocative or contrarian for the hell of it; we’re going to be just that because we’ve done our homework.
We want to highlight the developments that build up the bigger picture, and seek out the market commentators and observers who genuinely know what they’re talking about, the better to know where the next domino is going to fall. We’re all too happy to give our colleagues credit where credit’s due for rigorous thinking; and recognize the analysts and economists who dare to break out of the politically correct mould that the financial services industry so often imposes on itself.
After all, we’re living in a dangerous new world in which you can just as easily lose your fortune as make it. Our political leaders, unable to handle the truth, are merely digging us deeper into a hole. In a crisis created by debt, the debt only keeps on growing. And so, as the buck is passed, financial bogeymen like sovereign defaults, hyperinflation, and banking sector insolvency are waking up from their decades long slumber – and waiting to mug the unsuspecting investor. Play chicken with the latest asset bubble by all means. Just don’t come and whine to us that “No-one saw it coming”. The smart money always does.
Contributors
The Angry Analyst is written and published by Martin Fluck. A specialist in equity analysis, he has a background in economics, currency trading, and fund management; and holds an MSc in Finance from the London Business School. He has previously reported on capital markets and business for Breakingviews, AFX Newswires, Thomson Investment Management News, and Dow Jones Newswires.
From 2005-2007, in the build up to the credit crunch, his reporting presciently documented the European banks’ willingness to ease lending standards in their desperation to sustain their earnings growth. The deteriorating credit quality of CDO’s and the rise of debt financed M&A – which bizarrely coincided with the pricing out of risk on high yield corporate bonds – were setting off alarm bells in many quarters of the City. But like so many other commentators at the time, his attempts to draw attention to the risk of systemic market failure in the credit derivatives market, as well as the likelihood of a property crash in Spain and Ireland, fell on deaf ears.
Contact: mart@theangryanalyst.com
Guest articles are welcome at The Angry Analyst, so please don’t hesitate to get in touch.