Sunday, January 5, 2014

Sunday evening news


Been busy, here's some catching up:


Reformed Borker (Bork Bork Bork!) - on the outlook for 2014. I doubt we'll get his "1994", where stocks go nowhere. Why? Fed funds rate went up 300 points in 1994 to drive the PE compression. Can't happen in 2014. I also don't think there'll be a >10% correction, unless it's cos of China.

BI - George Soros' 2014 outlook. Nice how so many people all of a sudden are interested in China, eh?

Reuters - Spanish yields fall to lowest since 2010. Whatever happened to the Euro doomers?

FT Alphaville - China's credit spiral. So everyone's agreed China's going to collapse.


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