Bubble Time

Some third party opinion (for your daily dose of confirmation bias).

Is there a bond bubble?

Probably not (Washington Post)

Is there a housing bubble?

Yes, it’s back. (David Stockman)

Is there a credit bubble?

Subprime ABS securitizations are back.

Is there a stock market bubble?

Yes. (Bob Janjuah, Nomura)

Yes. (Jamil Baz, GLG Investments)

Post a comment or leave a trackback: Trackback URL.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s

%d bloggers like this: