1. Bad news - with EU governance issues, earnings downgrade in USA, unexpected fall in China's growth.\
2. Arbitrary market outcomes - the current market growth outlook seems very much upon the fiat policies of government, i.e. their arbitrary capacity to print money (i.e. quantitative easing) and the non-responsiveness of higher interest rates.
This is a good time to build a portfolio of stocks which will be strong in any recovery, however at this point one's interest should be in stocks which have access or accumulations of cash.
Japan Foreclosed Guide Profiting from the Gold Boom Mining Fundamentals eBook
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