Reflections on investing, politics and other random themes and topics
Erosion of Rule of Law
The 2012 Election
Why Obama Shares the Blame for Iraq
Friday, April 11, 2014
Stocks Are Cheap Compared To This!
Italian 10 year government bonds are 60 bps over US Treasuries at 3.22% vs 2.62%. Insane. Stocks are a bargain compared to everything bonds, be it junk, IG, EMD, or sovereign.
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