The sawmill, on which the US economic and investment stood up, did not have to be so strong. Clearly alternatives are not a stem and in this sense this is an exception to the TRV. For Canadian Public Policy Forum, ZNM investor Howard Marks, see VENEJ ST INTERVIEW. With the TM, the StTY can be connected by the best house in the patn.
Marks pipomnl that his investin of Oaktree Capital Management is particularly likely to be killed on bond markets. He then said that after the financial crisis, the rates of centrln banks were for a long time at scratch, which, among other things, meant a NZK in the involvement of the volatile bonds. Investoi thus turned to the stock market and used to buy it regardless of values. The situation is now distributed, the rates of long -term bond are not far from 5 %. The shares are NAVC Railways, added and pipomnl and that, EV of the past were highly valued with the last one of the ten -year annual stock market. The market market and now, according to an expert M, into a similar period, bonds stupid offering a sunbathing. And what is inspired, even reliable. No one would have carried me, em analyzes are good, no one even cheered me that it would be etl. U nor know, for I wrote them. But now Marks Memo are very well and are free on the strict investments of the company. According to Marks, the situation broke sharply at the time when he wrote about the creation of a technology bubble. But the investor about the bubbles in the American stock market, because the bubble is accompanied by a bubble and I was blurring. According to the expert, the expert is not, even when the valuation is unseen high. In addition, he added that the world is not ernobl, m shade ed. Therefore, on the markets, it does not reach the unambiguous pepnn among attitudes to risk. For the investor, this means that he should distinguish between the dark when buying, to buy with a dog's death to defensive action. Or even to the FZE, when it is to sell. According to the investor AS, it is more of a defensive title and asset, which offered to be safe. Otzku tkajc with the volatile of Intel and the deep changes in the US economy, companies and the market Marks responded. And the borehole is sometimes the US markets and economics to the standard? According to Marks, I can come to this. The US President does not want BT taken by standards, writing and non -writing, but the sun is that the presidents will not give such. In addition, the darkness of the dollar and its position in the Svtov economy. Investoi stupid can reduce their vinders on dollars by the aftermath of other other than one Frank and euro. The Marks then warned the PLINM simplified and investin decisions. Source: Public Policy Forum, YouTube