The Anti-Bubbles: Opportunities heading into Lehman Squared and Gold’s Perfect Storm is a contrarian framework that challenges the complacency of global markets as Central Banks, Governments, and Market Participants continue to inflate the largest financial bubble in history.
I have coined the concept of anti-bubble with a double meaning and objective.
First, an anti-bubble describes the process by which asset valuations are artificially deflated, in stark contrast to traditional financial bubbles, the process by which asset valuations are artificially inflated. In other words, anti-bubbles described are the exact opposite, the inverse, of traditional financial bubbles.
Second, an anti-bubble describes a defense ...