Nice thoughts on various markets here from JP Morgan:
Publish at Scribd or explore others:
Mr. Roche is the Founder and Chief Investment Officer of Discipline Funds.Discipline Funds is a low fee financial advisory firm with a focus on helping people be more disciplined with their finances.
He is also the author of Pragmatic Capitalism: What Every Investor Needs to Understand About Money and Finance, Understanding the Modern Monetary System and Understanding Modern Portfolio Construction.
Wow, these guys have really bought into the idea of a recover here; a “V” even. I can’t really tell if they believe it or just think that everybody else will believe it. They do say that markets are paying little attention to value here.
We’re living in a weird and unsettling world right now, that’s for sure.
That’s a good one. But clearly it is not a good idea to be short right now, whatever your thinking.
A very dangerous market.
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