I may post here relevant (in my opinion), and not necessarily recent, quotes. Rather than analyzing specific investments, I will attempt to focus on investors' sentiment regarding broader asset classes and/or specific securities. These will be my thoughts/reactions/questions, and they are not and should not be taken as investment advice.

About me

In particular, I am interested in investors' sentiment and valuation levels. Disclaimer: I work at an Investment Management firm. My comments on this site are not posted in that role, and no opinions of mine should be construed to be recommendations of or to reflect the views of my employer.

Tuesday, May 25, 2010

Should I stay or should I go?

This nugget comes via Morningstar:

"A Strategic Look at the Euro Problem - What If Greece Stayed and Germany Left?
An evaluation of Germany's current options shows that leaving the euro could end up being vastly cheaper for the country than sticking with it."

Indeed it could.