Gráficos y análisis del Lemming

martes, 1 de marzo de 2011

A vueltas con el quantitative easing...

...buenas observaciones desde Hussman Funds:

"From the standpoint of prospective investment returns, it is important to recognize that the main effect of quantitative easing has been to suppress the expected return on virtually all classes of investment to unusually weak levels. It's widely believed that somehow, QE2 has created all sorts of liquidity that is "sloshing" around the economy and "trying to find a home" in stocks, commodities, and other investments. But this is not how equilibrium works"

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