NW-Bound
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
- Joined
- Jul 3, 2008
- Messages
- 35,712
I saw a couple of interesting videos on Bloomberg. Roubini said that the world economy is recovering, and it is safe to buy equities. That includes US equities, international, and emerging markets too, although he thought one should underweight EM because developed markets like Europe and Japan look better.
And he said to watch out for bonds!
So, do you do the reverse?
Roubini: How I'd Invest $1,000 Right Now: Video - Bloomberg
And this is a follow-up video by a commentator.
Why Is Nouriel Roubini Becoming More Optimistic?: Video - Bloomberg
PS. About a few days ago, I thought I heard Angela Merkel said that Europe was stabilizing but EMs looked fragile. This of course worried me a little, as I have a bit of EMs that have been beaten down bad. Thought that if one does not buy low, then when would one buy, but of course it can go lower.
And he said to watch out for bonds!
So, do you do the reverse?
Roubini: How I'd Invest $1,000 Right Now: Video - Bloomberg
And this is a follow-up video by a commentator.
Why Is Nouriel Roubini Becoming More Optimistic?: Video - Bloomberg
PS. About a few days ago, I thought I heard Angela Merkel said that Europe was stabilizing but EMs looked fragile. This of course worried me a little, as I have a bit of EMs that have been beaten down bad. Thought that if one does not buy low, then when would one buy, but of course it can go lower.
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