22-02-2018, 06:34 AM
Another recent article from SCMP:
http://www.scmp.com/business/china-busin...d-confused
The author also seems rather dazed and confused, noting that 'markets are suffering from multiple-personality disorder in which conventional correlations and clean narratives have given way to volatile and conflicting movements in asset prices.'
Specuvestor refers to Buffet on the long bond, without identifying a source. I wonder if it is this short article from 2015:
http://www.businessinsider.com/buffett-i...ued-2015-5
A simple and magisterial overview, which helps to put the day-to-day noise in context.
http://www.scmp.com/business/china-busin...d-confused
The author also seems rather dazed and confused, noting that 'markets are suffering from multiple-personality disorder in which conventional correlations and clean narratives have given way to volatile and conflicting movements in asset prices.'
Specuvestor refers to Buffet on the long bond, without identifying a source. I wonder if it is this short article from 2015:
http://www.businessinsider.com/buffett-i...ued-2015-5
A simple and magisterial overview, which helps to put the day-to-day noise in context.