Credit Writedowns » Hugh Hendry http://www.creditwritedowns.com Finance, Economics and Markets Thu, 09 Feb 2012 22:43:09 +0000 en hourly 1 On the Collapse of the Shanghai Composite http://www.creditwritedowns.com/2012/01/on-the-collapse-of-the-shanghai-composite.html http://www.creditwritedowns.com/2012/01/on-the-collapse-of-the-shanghai-composite.html#comments Mon, 23 Jan 2012 19:00:00 +0000 Global Macro Monitor http://www.creditwritedowns.com/?p=41030 Shanghai’s channel surfing Panda bears are speaking with a little higher pitch this weekend after getting their ‘hood caught in a vicious squeeze and reversal. The stock index has bounced 8.7 percent off its January 6th lows after falling 31 percent from last April’s 12-month high. The Shanghai was down 39 percent from its August ‘09 post-crash high before reversing earlier this month. Hugh Hendry nailed it

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Related Posts ]]> http://www.creditwritedowns.com/2012/01/on-the-collapse-of-the-shanghai-composite.html/feed/ 0 The date when it was first obvious that Greece would default: a timeline of the Greek debt crisis http://www.creditwritedowns.com/2011/11/timeline-of-greek-debt-crisis.html http://www.creditwritedowns.com/2011/11/timeline-of-greek-debt-crisis.html#comments Tue, 01 Nov 2011 19:00:33 +0000 Edward Harrison http://www.creditwritedowns.com/?p=34756 I was going through my archives to figure out when I first started saying Greece would default and it made for interesting reading as a chronology of the sovereign debt crisis. For me, the pivotal post that signalled default was inevitable was the one entitled “Video: Stiglitz and Hendry debate the Greek bailout” from 10 February 2010. It was from a broadcast the night we learned of the debt concealment in Greece. Take a look at the video from that post below. I’ll follow it with a brief chronology

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Related Posts ]]> http://www.creditwritedowns.com/2011/11/timeline-of-greek-debt-crisis.html/feed/ 4 Hugh Hendry at the LSE http://www.creditwritedowns.com/2011/10/hugh-hendry-at-the-lse.html http://www.creditwritedowns.com/2011/10/hugh-hendry-at-the-lse.html#comments Sat, 29 Oct 2011 14:30:00 +0000 Edward Harrison http://www.creditwritedowns.com/?p=34573 This is an interview with Eclectica Asset Management’s Hugh Hendry from much earlier in the year. It is a wide-ranging interview about the global macro environment, comparisons to the 1920s, investing, money management and hedge funds

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Related Posts ]]> http://www.creditwritedowns.com/2011/10/hugh-hendry-at-the-lse.html/feed/ 0 Hugh Hendry on the economy and the sovereign debt crisis http://www.creditwritedowns.com/2011/09/hendry-uk-depression-eurozone-crisis.html http://www.creditwritedowns.com/2011/09/hendry-uk-depression-eurozone-crisis.html#comments Tue, 27 Sep 2011 17:43:33 +0000 Edward Harrison http://www.creditwritedowns.com/?p=33001 We’ve reached a very rare moment in economic history where the problem is greater than the ability of the politicians to respond

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Related Posts ]]> http://www.creditwritedowns.com/2011/09/hendry-uk-depression-eurozone-crisis.html/feed/ 6 “Don’t listen to Hugh Hendry. He’s a loser.” http://www.creditwritedowns.com/2011/07/hugh-hendry-on-contrary-bets.html http://www.creditwritedowns.com/2011/07/hugh-hendry-on-contrary-bets.html#comments Sun, 03 Jul 2011 00:54:52 +0000 Edward Harrison http://www.creditwritedowns.com/?p=29319 Below is a nice little interview with Hedge Fund manager Hugh Hendry . The headline quote was his way of showing us he doesn’t take himself too seriously. But his underlying message is that he believes it pays to really massage the most contentious issues and take a view on those. If you do have a contrarian view, it will be backed by more rigorous analysis such that you can be better assured of a decent return in down markets. Right now, one of his most contrarian bets is Japan

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Related Posts ]]> http://www.creditwritedowns.com/2011/07/hugh-hendry-on-contrary-bets.html/feed/ 0 Hendry: May Be Making ‘Error of Judgement’ on China http://www.creditwritedowns.com/2011/01/hendry-may-be-making-error-of-judgement-on-china.html http://www.creditwritedowns.com/2011/01/hendry-may-be-making-error-of-judgement-on-china.html#comments Tue, 11 Jan 2011 15:00:32 +0000 Edward Harrison http://www.creditwritedowns.com/?p=24744 by Edward Harrison Back this past September, Hugh Hendry spoke with Bloomberg’s Kevin Crowley about investment strategies, financial regulation and the role of hedge funds. Bloomberg has just released the video and I recommend watching. Hendry has made a name via his sometimes strident and bombastic appearances in the media. This particular conversation was a

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Related Posts ]]> http://www.creditwritedowns.com/2011/01/hendry-may-be-making-error-of-judgement-on-china.html/feed/ 0 Hendry: There Are No Policy Remedies for Debt Deflation http://www.creditwritedowns.com/2010/12/hendry-there-are-no-policy-remedies-for-debt-deflation.html http://www.creditwritedowns.com/2010/12/hendry-there-are-no-policy-remedies-for-debt-deflation.html#comments Fri, 10 Dec 2010 14:30:00 +0000 Edward Harrison http://www.creditwritedowns.com/2010/12/hendry-there-are-no-policy-remedies-for-debt-deflation.html Hugh Hendry is back writing after a long hiatus. His latest commentary to investors makes for good reading. His thesis: we are in a world of debt deflation for which there are no policy remedies; the Fed is fighting an uphill battle and it will lose. Long-time readers will now I agree with the thrust

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Related Posts ]]> http://www.creditwritedowns.com/2010/12/hendry-there-are-no-policy-remedies-for-debt-deflation.html/feed/ 4 Jim Chanos makes the bearish case on China http://www.creditwritedowns.com/2010/11/jim-chanos-makes-the-bearish-case-on-china.html http://www.creditwritedowns.com/2010/11/jim-chanos-makes-the-bearish-case-on-china.html#comments Wed, 17 Nov 2010 14:15:00 +0000 Edward Harrison http://www.creditwritedowns.com/?p=22472 Fortune recently did a story on Jim Chanos called "Chanos vs. China" which warrants reading.  Below is the associated video in which you can hear Chanos making the bearish case for China. Chanos is the most unapologetic and aggressive of the well-known bears about his case. For example, Andy Xie seems to have backpedalled somewhat

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Related Posts ]]> http://www.creditwritedowns.com/2010/11/jim-chanos-makes-the-bearish-case-on-china.html/feed/ 0 Video: Hugh Hendry on UK growth prospects on BBC’s QuestionTime http://www.creditwritedowns.com/2010/10/video-hugh-hendry-on-uk-growth-prospects-on-bbcs-questiontime.html http://www.creditwritedowns.com/2010/10/video-hugh-hendry-on-uk-growth-prospects-on-bbcs-questiontime.html#comments Fri, 29 Oct 2010 15:42:24 +0000 Edward Harrison http://www.creditwritedowns.com/?p=21787 Here’s a good town hall-style video featuring Simon Schama and Hugh Hendry on BBC QuestionTime. The ever-combative Hendry gave his opinion on the prospects for the UK economy going forward from the Austerian viewpoint. He said that he doubts whether the private sector has the dynamism to carry the country forward economically as the government

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Related Posts ]]> http://www.creditwritedowns.com/2010/10/video-hugh-hendry-on-uk-growth-prospects-on-bbcs-questiontime.html/feed/ 0 Hugh Hendry interview on the BBC http://www.creditwritedowns.com/2010/09/hugh-hendry-interview-on-the-bbc.html http://www.creditwritedowns.com/2010/09/hugh-hendry-interview-on-the-bbc.html#comments Fri, 24 Sep 2010 00:15:45 +0000 Edward Harrison http://www.creditwritedowns.com/?p=20650 BBC HARDtalk interviewed hedge fund manager Hugh Hendry, CIO & CEO of Eclectica Asset Management, this past Tuesday night. The videos are below. Related Posts Hugh Hendry ‘I would recommend you panic’ 27 May 2010 Hugh Hendry: “China is Santa Claus” 7 Jul 2009 Hugh Hendry: China – The Emperor has no clothes 24 Jul

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Related Posts ]]> http://www.creditwritedowns.com/2010/09/hugh-hendry-interview-on-the-bbc.html/feed/ 4 Hugh Hendry on Euro Outlook and George Soros http://www.creditwritedowns.com/2010/06/hugh-hendry-on-euro-outlook-and-george-soros.html http://www.creditwritedowns.com/2010/06/hugh-hendry-on-euro-outlook-and-george-soros.html#comments Thu, 24 Jun 2010 19:18:44 +0000 Edward Harrison http://www.creditwritedowns.com/2010/06/hugh-hendry-on-euro-outlook-and-george-soros.html Hugh Hendry opines on strategy, George Soros and the euro. He believes the euro "is finished" for many of the same reasons I worry about the euro zone – namely that it acts like a deflationary gold standard for euro zone members. Here’s the problem in Europe.  The euro has acted as an internal gold

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Related Posts ]]> http://www.creditwritedowns.com/2010/06/hugh-hendry-on-euro-outlook-and-george-soros.html/feed/ 0 Hugh Hendry: Eclectica Fund Management Commentary, May 2010 http://www.creditwritedowns.com/2010/06/hugh-hendry-eclectica-fund-management-commentary-may-2010.html http://www.creditwritedowns.com/2010/06/hugh-hendry-eclectica-fund-management-commentary-may-2010.html#comments Tue, 01 Jun 2010 23:41:56 +0000 Edward Harrison http://www.creditwritedowns.com/?p=16583 The PDF of Hugh Hendry’s letter to investors is embedded below. Enjoy. Eclectica Monthly Letter 2010 05 Related Posts Links: 2010-03-22 – Hugh Hendry, Simon Johnson and Alan Greenspan 22 Mar 2010 Hugh Hendry ‘I would recommend you panic’ 27 May 2010 Hugh Hendry: “China is Santa Claus” 7 Jul 2009 More About: China, Europe,

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Related Posts ]]> http://www.creditwritedowns.com/2010/06/hugh-hendry-eclectica-fund-management-commentary-may-2010.html/feed/ 0 Hugh Hendry ‘I would recommend you panic’ http://www.creditwritedowns.com/2010/05/hugh-hendry-i-would-recommend-you-panic.html http://www.creditwritedowns.com/2010/05/hugh-hendry-i-would-recommend-you-panic.html#comments Thu, 27 May 2010 18:30:00 +0000 Edward Harrison http://www.creditwritedowns.com/?p=16416

Below is a video of the conversation on News Night last night in the UK about the European Credit Crisis. Participants were Hugh Hendry, Gillian Tett and Jeffrey Sachs.

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Related Posts ]]> http://www.creditwritedowns.com/2010/05/hugh-hendry-i-would-recommend-you-panic.html/feed/ 10 Hugh Hendry talking Greek and euro banker bailout on CrossTalk http://www.creditwritedowns.com/2010/05/hugh-hendry-talking-greek-and-euro-banker-bailout-on-crosstalk.html http://www.creditwritedowns.com/2010/05/hugh-hendry-talking-greek-and-euro-banker-bailout-on-crosstalk.html#comments Thu, 06 May 2010 13:00:00 +0000 Edward Harrison http://www.creditwritedowns.com/2010/05/hugh-hendry-talking-greek-and-euro-banker-bailout-on-crosstalk.html Last week I was on RTTV’s CrossTalk talking about the Goldman Sachs Senate hearings with two other guests. This week, on the latest edition of CrossTalk, Peter Lavelle asks his guests who is being bailed out: Greece or the bankers. The inimitable Hugh Hendry is the most well-known of the guests and suggests Greece needs

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Related Posts ]]> http://www.creditwritedowns.com/2010/05/hugh-hendry-talking-greek-and-euro-banker-bailout-on-crosstalk.html/feed/ 1 Links: 2010-03-22 – Hugh Hendry, Simon Johnson and Alan Greenspan http://www.creditwritedowns.com/2010/03/links-2010-03-22-hugh-hendry-simon-johnson-and-alan-greenspan.html http://www.creditwritedowns.com/2010/03/links-2010-03-22-hugh-hendry-simon-johnson-and-alan-greenspan.html#comments Mon, 22 Mar 2010 20:19:41 +0000 Edward Harrison http://www.creditwritedowns.com/2010/03/links-2010-03-22-hugh-hendry-simon-johnson-and-alan-greenspan.html MIT’s Johnson Says Too-Big-to-Fail Banks Will Spark New Crisis – Bloomberg.com Streit um Griechenland-Hilfe: Deutschland isoliert – n-tv.de New York Fed Warehousing Junk Loans On Its Books: Examiner’s Report GMO’s Edward Chancellor: Watch Out For China’s 10 Big Red Flags Umstrittene Abgabe: FDP-Vize sind Schäubles Banken-Pläne zu lasch – Politik – Deutschland – Handelsblatt.com BKD

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Links: 2010-03-22 – Hugh Hendry, Simon Johnson and Alan Greenspan originally appeared on Credit Writedowns

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Related Posts ]]> http://www.creditwritedowns.com/2010/03/links-2010-03-22-hugh-hendry-simon-johnson-and-alan-greenspan.html/feed/ 1 Video: Stiglitz and Hendry debate the Greek bailout http://www.creditwritedowns.com/2010/02/video-stiglitz-and-hendry-debate-the-greek-bailout.html http://www.creditwritedowns.com/2010/02/video-stiglitz-and-hendry-debate-the-greek-bailout.html#comments Wed, 10 Feb 2010 22:32:03 +0000 Edward Harrison http://www.creditwritedowns.com/2010/02/video-stiglitz-and-hendry-debate-the-greek-bailout.html Part 1 below is background and analysis   Part 2 is where Hendry and Stiglitz talk bailout with the Spanish Ambassador to the UK. Sparks do fly. Related Posts Greek bailout news 1 Feb 2010 The TARP slush fund debate 10 Dec 2009 The SNL version of the Palin-Biden debate 5 Oct 2008 More About:

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Related Posts ]]> http://www.creditwritedowns.com/2010/02/video-stiglitz-and-hendry-debate-the-greek-bailout.html/feed/ 0 The Russia Forum 2010: Hendry, Faber and Taleb http://www.creditwritedowns.com/2010/02/the-russia-forum-2010-hendry-faber-and-taleb.html http://www.creditwritedowns.com/2010/02/the-russia-forum-2010-hendry-faber-and-taleb.html#comments Tue, 09 Feb 2010 13:25:15 +0000 Edward Harrison http://www.creditwritedowns.com/2010/02/the-russia-forum-2010-hendry-faber-and-taleb.html The following link goes to an hour-long video from the Russia Forum 2010 featuring famed investors and market watchers Hugh Hendry and Nassim Nicholas Taleb. Marc Faber was the moderator. The session is “Investments: Where is the Money in 2010 – What are the Risks?" from the second-day of the three day forum.    

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Related Posts ]]> http://www.creditwritedowns.com/2010/02/the-russia-forum-2010-hendry-faber-and-taleb.html/feed/ 0 Hugh Hendry: China – The Emperor has no clothes http://www.creditwritedowns.com/2009/07/hugh-hendry-china-the-emperor-has-no-clothes.html http://www.creditwritedowns.com/2009/07/hugh-hendry-china-the-emperor-has-no-clothes.html#comments Fri, 24 Jul 2009 20:24:49 +0000 Edward Harrison http://www.creditwritedowns.com/2009/07/hugh-hendry-china-the-emperor-has-no-clothes.html This is an astonishing video in China with Hugh Hendry, the money manager who is bearish on China who I profiled earlier this month.  In it, he shows us building after building after building – all of them massive and all of them empty.  And you see yet dozens of others still in construction in

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Related Posts ]]> http://www.creditwritedowns.com/2009/07/hugh-hendry-china-the-emperor-has-no-clothes.html/feed/ 8 Hugh Hendry: “China is Santa Claus” http://www.creditwritedowns.com/2009/07/hugh-hendry-china-is-santa-claus.html http://www.creditwritedowns.com/2009/07/hugh-hendry-china-is-santa-claus.html#comments Tue, 07 Jul 2009 16:52:24 +0000 Edward Harrison http://www.creditwritedowns.com/2009/07/hugh-hendry-china-is-santa-claus.html In talking to the FT’s Gillian Tett, Hugh Hendry of The Eclectica Fund makes the hilarious metaphor of China as Santa Claus bringing gifts to a world constrained by excessive Western government debt issuance.  But, Hendry thinks the Asian surplus countries are the most exposed and most vulnerable because they are excessively dependent on foreign

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