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02-10-2014, 12:18 PM
(This post was last modified: 02-10-2014, 12:20 PM by specuvestor.)
(15-09-2014, 12:02 AM)specuvestor Wrote: Last time i heard "politics didn't matter" for a sustained period was Japan in the 90s
For sure i was expecting Syria, Ukraine, Argentina, China slowdown, Eurozone slowdown, dot com burst, Ebola, Iraq, Aussie and UK property bubble, Fed tapering.... One of them to be the catalyst for markets to wind downwards starting August.
So far markets have been extremely resilient. Reminds me of 2007 Summer when Bear Sterns collapsed. Yet market went for final burst of new high in October before realising gravity still exists
Mentality now seemed to be central banks will backstop no matter what. I think this is true for ECB but i doubt it is true for rest of world, either politically or capacity wise
Unknowingly to many including myself, MSCI Asia ex Japan has actually stealthily peaked on 4th September
Before you speak, listen. Before you write, think. Before you spend, earn. Before you invest, investigate. Before you criticize, wait. Before you pray, forgive. Before you quit, try. Before you retire, save. Before you die, give. –William A. Ward
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03-10-2014, 11:59 AM
(This post was last modified: 03-10-2014, 12:00 PM by BlueKelah.)
Possible big financial event coming. Markets will start retreat once fed bond buying ends, but obama is just gonna print more again and up markets go again.
china slowdown is a big risk now and the russians might get more aggressive.
Otherwise seems like party will continue till we hit the usual 10 year tipping point. 1997, 2007, 2017 B-) people never learn
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03-10-2014, 03:07 PM
(This post was last modified: 03-10-2014, 04:10 PM by CityFarmer.)
(03-10-2014, 11:59 AM)BlueKelah Wrote: Possible big financial event coming. Markets will start retreat once fed bond buying ends, but obama is just gonna print more again and up markets go again.
china slowdown is a big risk now and the russians might get more aggressive.
Otherwise seems like party will continue till we hit the usual 10 year tipping point. 1997, 2007, 2017 B-) people never learn
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If the "never learn" means never learn to time the market, than I am one of the them, the "stubborn" group
I reckon Mr. Buffett is also one of them, with his recent $8 billion acquisition on Van Tuyl Group.
http://online.wsj.com/articles/berkshire...1412253366
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