Mike Arnold
Long only, small-cap, tech, growth at reasonable price

Groupe Bruxelles Lambert: A Compelling Value Investors Should Consider

Skittish investors appear to be focused solely on the latest Federal Reserve monetary policies, rather than focusing on the merits of individual investment opportunities. Case in point: the Dow Jones Industrial Average suffered a broad 350-point decline after investors began to fear a QE3 "taper" after the latest Federal Reserve meeting.

Over the weekend, the Bank of International Settlements ("BIS"), issued a warning to central banks around the world, pointing to steep losses that will be incurred by bond investors if a spike in interest rates were to occur. And the increased debt service payments on newly issued, higher interest debt, would make it harder for households and firms to service it. Pretty gloomy.

Investors appear to be missing the...

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