Posted by: beautifool March 28, 2014
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Sajha guru, very profound stuff you shared..and thanks for that.
"The structural integrity of the markets are also strong. A few companies are overvalued, agreed but considering the facts that companies who were hording cash for years and now trying to open up their coffers tells me that there is more growth to be had in future."
Is this because or Quantitative easing? I think another thing is fracking. 500 billion a year in oil is being produced internally since few years ago and that money is also driving the economy..
I think it is silly to bet against the US stock market longer term..but always a good idea to listen to people like Klarman. He is one of my google alerts.
"The structural integrity of the markets are also strong. A few companies are overvalued, agreed but considering the facts that companies who were hording cash for years and now trying to open up their coffers tells me that there is more growth to be had in future."
Is this because or Quantitative easing? I think another thing is fracking. 500 billion a year in oil is being produced internally since few years ago and that money is also driving the economy..
I think it is silly to bet against the US stock market longer term..but always a good idea to listen to people like Klarman. He is one of my google alerts.