re: Global Expansion

via Eric Peters at wkndnotes:

“You know next yr will be the 1st since 2003 that Japanese and Chinese stocks both post double-digit gains?” asked the same Asian CIO. Both mkts are cheap, Chinese reform and Abenomic stars are aligning. Plus, the US fiscal drag is lifting, and Europe won’t contract. Then we discussed the deflationary consequences of the technological revolution rippling across the globe. The resulting low interest rates, rising corporate margins. And he asked, “In that world, isn’t the right P/E for the S&P 20?”

Josh here – If we’re going to muddle through again in 2014, with more slow economic growth and borderline deflationary employment and wage conditions, the S&P 500 is likely fully priced.

But what if we’re not just going to muddle through?

What if something bigger is happening?

Worth considering.

What's been said:

Discussions found on the web
  1. edubirdie.reviews commented on Sep 14

    … [Trackback]

    […] Read More Information here on that Topic: thereformedbroker.com/2013/12/15/re-global-expansion/ […]

  2. eatverts commented on Sep 21

    … [Trackback]

    […] Read More Info here to that Topic: thereformedbroker.com/2013/12/15/re-global-expansion/ […]

  3. free essays commented on Sep 21

    … [Trackback]

    […] Read More Information here on that Topic: thereformedbroker.com/2013/12/15/re-global-expansion/ […]

  4. Top Agency Hong Kong commented on Oct 10

    … [Trackback]

    […] There you will find 23224 additional Information on that Topic: thereformedbroker.com/2013/12/15/re-global-expansion/ […]

  5. best cbd reddit commented on Nov 27

    … [Trackback]

    […] Find More Info here on that Topic: thereformedbroker.com/2013/12/15/re-global-expansion/ […]

  6. 토토패스 commented on Dec 28

    … [Trackback]

    […] Info to that Topic: thereformedbroker.com/2013/12/15/re-global-expansion/ […]

  7. 단비무비 commented on Dec 28

    … [Trackback]

    […] Information on that Topic: thereformedbroker.com/2013/12/15/re-global-expansion/ […]

  8. Software Regression Testing commented on Jan 17

    … [Trackback]

    […] Find More on on that Topic: thereformedbroker.com/2013/12/15/re-global-expansion/ […]

  9. Samsung CHT-350 manuals commented on Jan 21

    … [Trackback]

    […] There you can find 25627 additional Information to that Topic: thereformedbroker.com/2013/12/15/re-global-expansion/ […]