2012年9月25日
To What Extent
日期:2012/09/23
To what extent will the expansion of the Fed's balance sheet, the QE3 and presumably more when this one doesn't work cascade around and lift other markets. Will the markets that have gone up the most so far like the grains and metals go up more than those markets that are relatively stagnant? How could this be profited from?
The Wish for a Strong Father Figure
The wish for a strong father figure seems to be eternal in markets. Sometimes it was The Fake Doc, other times The Scholarly Chair, or a president or chairman. Like the rookie who starts the season off with a 400 batting average, you have to hand it to Draghi. He seems to have captured the fatherly longings. Whenever the market goes down, the cry of "Where's Draghi" can almost be heard across the lands.
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