bopinion A dozen quarters of amazing earnings are priced into everything. Everything is just fine. Just fine.
bopinion Lies... they are no gods... just Cthulhu
bopinion Time's about up, eh?
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Grainger's whiff intensifies earnings jitters via @bopinion
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Stock traders finally notice the bond market, or something else entirely via @bopinion
ソース: Bloomberg - 🏆 97. / 63 続きを読む »
Howard Marks has some thoughts on the future of market cycles via @bopinion
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Create a better securities market to avoid another IL&FS panic, says @andymukherjee70 via @bopinionandymukherjee70 bopinion If securitized, I think it could have been even worse. Now RBI had to deal with only books of ILFS. If securitized then FIs holding the toxic instrument would have been impacted and created a systemic problem. ILFS didn't had a profitable business model. andymukherjee70 bopinion Do that later, but first start printing money and devaluing the currency.
ソース: Bloomberg - 🏆 97. / 63 続きを読む »
The bond market has gone soft on the economy via @bopinion
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The bond market sell-off lacks a key ingredient via @bopinion
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BMW in China: pricey but luxurious, handles a slowing car market well, writes @anjani_trivedi via @bopinion
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