Howard Marks
Some unloved European equities, anyone? I will be taking a closer look in the days to come.
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
- Anonymous
- 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.
Thursday, September 16, 2010
Stocks vs Bonds
"No one should view the great popularity of bonds relative to stocks without reservation."
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