Analyst Worry

SocGen strategist Dylan  Griceis known for being pretty bearish in general, but this could take the  cake.  Check out the way Dylan Grice begins his latest missive:

I am more worried than I have ever  been about the clouds gathering today (which may be the most wonderful  contrary indicator you could hope for…). I hope they pass without breaking,  but I fear the defining feature of coming decades will be a Great  Disorder of the sort which has defined past epochs and scarred whole  generations.

What’s this Great Disorder? Grice is talking about  monetary easing by the world’s central banks.

Grice is concerned that, as history has shown, currency debasement will  lead to “social debasement,” or a rise in social disorder as trust breaks down  on a large scale…

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