Just was pointed to an article I have to comment on.
The Death Of Value Investing
by Ashvin Bachireddy, Andreessen Horowitz
Thursday, April 18, 2013
Monday, April 15, 2013
Just for the record
So far I have only been partially right on Japan!
I was right on indivdual stocks in Japan (on aggregate). On aggregate ==> some stocks are lagging!
I was right on indivdual stocks in Japan (on aggregate). On aggregate ==> some stocks are lagging!
Yield Curve Rising in Japan
Although the BOJ announced to buy longterm JGB's the yield curve is getting steeper in Japan.
What does that mean?
Well, it depends on how you see interest rates working its way into the real economy.
What does that mean?
Well, it depends on how you see interest rates working its way into the real economy.