I am not that good – but the press sure is – the Wall Street Journal discovers a Bull Market a year later, and then:
“April 5 (Bloomberg) — China raised interest rates for the fourth time since the end of the global financial crisis to restrain inflation and limit the risk of asset bubbles in the fastest-growing major economy.”
Watch as those subprime bonds (see yesterday’s blog) get ugly and fallout from Japan gets felt by some industries. More about opportunities due to the tsunami/quake tomorrow.
Mal..Nice ride and great comments. I have been in the financial services industry for 25+ years. It is a refreshing to have some “real” commentary to assess and give to my clients vs those issued by the analysts who simply re-do math, and recycle opinions. Look forward to more. Keep ridin’