Daily Archive: September 10, 2011

Sep 10

A few thoughts on investment strategy for today

With the US heading towards recession and the Euro Sovereign Crisis getting ugly again where to invest one’s funds has never been tougher. Australian bonds yields are around 4%, meaning they are on PE ratio of 25 which compared to local and global shares, which are currently on forward PEs of around 10, are very …

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Sep 10

Its pretty much all over for Greece

1 Year Greek Government Bond Yield Source: Bloomberg I know I’m pretty late on this but when your 1 year bond yield is yielding close to 100% you’re absolutely no chance of raising any debt and the market is declaring your default is nigh. Fiscal austerity for Greece will make zero difference to its chance …

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