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Should Wall Street Be Concerned About Ukraine?
- Ukraine crisis has limited impact on global financial markets so far.
- Although the situation is still fluid, the crisis is unlikely to escalate into a full scale confrontation between Russia and the West.
- Ukraine crisis is unlikely to derail the global financial market trends.
Crash In 2014? Not So Fast
- Recent sell-off was a temporary correction, not a start of a bear market.
- Expanding economies and cheap money continue to support the markets.
- US stock valuation is slightly higher than historical average, but not over-stretched and may be justified by low interest rates.
- International stocks are cheap on PE basis compared to historical average.
- Hedge Funds And Diminishing Returns
- All-Season Investment Strategy III: A Low Risk Solution
- All-Season Investment Strategy II: Using Cross-Asset Momentum As A Downside Protection Mechanism
All-Season Investment Strategy I: Using Economic And Technical Indicators To Protect Your Portfolio In Bear Markets
Jan. 23, 2012 • 8 Comments
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