Малко усмивки от старото време, всъщност едва от миналата година....бяхме още далеч от изсипването на трилионите, което едва започна. А лихвите са пъти по надолу.
Макар и на по на 90г + и видели какво ли не - май и на двамата не им достига въображение, дошло им е много нанагорнище...затова са и в кеш.
Макар и на по на 90г + и видели какво ли не - май и на двамата не им достига въображение, дошло им е много нанагорнище...затова са и в кеш.
Charlie Munger
I am so afraid of a democracy getting the idea that you can just print money to solve all problems and eventually I know that will fail… All the politicians in Europe and America have learned to print money… Who knows when money printing runs out of control? At the end, if you print too much you end up with something like Venezuela.
Warren Buffett in a CNBC interview last May: “I think stocks are ridiculously cheap…if you believe that 3% on the 30-year bonds makes sense.”
I probably could not have conceived a world… where you would have full employment, 5% budget deficits with actually the probability of those rising from that level and at the same time have the long bond at 3%. I would have said that that couldn’t happen… The convergence of these factors would have seemed impossible to me and, generally, if I think something is impossible it’s going to change. Over time, I don’t know in what way but I don’t think we can continue to have these variables in this relationship. Now if we can, then stocks are ridiculously cheap… It looks like Nirvana; it looks like we’ve found the promised land where essentially money doesn’t cost anything and you can print lots of money and no inflation… I wouldn’t think you could have these things at these levels. Long-term rates, inflation rates, budget deficits and have that be a stable situation for a long time. And I still believe that.
I am so afraid of a democracy getting the idea that you can just print money to solve all problems and eventually I know that will fail… All the politicians in Europe and America have learned to print money… Who knows when money printing runs out of control? At the end, if you print too much you end up with something like Venezuela.
Warren Buffett in a CNBC interview last May: “I think stocks are ridiculously cheap…if you believe that 3% on the 30-year bonds makes sense.”
I probably could not have conceived a world… where you would have full employment, 5% budget deficits with actually the probability of those rising from that level and at the same time have the long bond at 3%. I would have said that that couldn’t happen… The convergence of these factors would have seemed impossible to me and, generally, if I think something is impossible it’s going to change. Over time, I don’t know in what way but I don’t think we can continue to have these variables in this relationship. Now if we can, then stocks are ridiculously cheap… It looks like Nirvana; it looks like we’ve found the promised land where essentially money doesn’t cost anything and you can print lots of money and no inflation… I wouldn’t think you could have these things at these levels. Long-term rates, inflation rates, budget deficits and have that be a stable situation for a long time. And I still believe that.
само да не напълниш торбата с интели
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