Tag Archives: global liquidity
Fear the Stock Bubble, but Don’t Sweat the Emerging Market Crisis
We review a few of our recent opinions for context before getting to the main point of this post: Is the U.S. stock market overvalued? Absolutely. In “Bubble or Not, U.S. Stocks Are Priced to Deliver Dismal Long-Term Returns,” we argued … Continue reading
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Tagged Arab Spring, Argentina's reserve drain, Asian Financial Crisis, emerging market crisis, global liquidity, QE boost, Thailand's violent protests, Turkey's corruption scandal
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