Beware of Those Bearing Gifts
Predicting future investment return based on current asset prices can increase the risk of capital loss
Glen Finegan - June 18, 2018
Masters and Johnson Q&A
Low interest rates may raise asset prices, but they destroy savings and liability based business models
William H Gross - August 04, 2016
Bon Appetit!
All forms of “carry” in financial markets are compressed, resulting in artificially high asset prices
William H Gross - July 14, 2016
Ranting of a value investor
Economic growth is in limbo but asset prices continue to be valued abstractly
Chaitanya Dalmia - December 15, 2015
"My concern is the consequences of pushing financial asset prices away...
Mohamed El-Erian on the need to moderate the overflowing liquidity spigot
N Mahalakshmi - November 19, 2015