US Market to Crash?

[richwang]

A few fund managers are in short position now.

http://mmb.moneycontrol.com/india/messageboardblog/message_thread/19376217/21176217

CLSA strategist Russell Napier’s latest note make for some grim reading. He is bearish on emerging markets and has cautioned that external debt to GDP ratios are at levels only previously associated with defaults.

Following is the summary of his findings: (an excerpt from the CLSA report)

*Global growth is slowing and interest rates rising

*Major debt defaults are likely in Eastern Europe

*Deleveraging baby boomers stop US recovery

*We are near to the trap (near zero inflation and interest rate) of which Bernanke warned us

*QE is not a safety net for asset prices

*US equities are very vulnerable at 23 times cyclically adjusted price-to-earning ratio)

[Simi]

A few fund managers are in short position now.

http://mmb.moneycontrol.com/india/messageboardblog/message_thread/19376217/21176217

CLSA strategist Russell Napier’s latest note make for some grim reading. He is bearish on emerging markets and has cautioned that external debt to GDP ratios are at levels only previously associated with defaults.

Following is the summary of his findings: (an excerpt from the CLSA report)

*Global growth is slowing and interest rates rising

*Major debt defaults are likely in Eastern Europe

*Deleveraging baby boomers stop US recovery

*We are near to the trap (near zero inflation and interest rate) of which Bernanke warned us

*QE is not a safety net for asset prices

*US equities are very vulnerable at 23 times cyclically adjusted price-to-earning ratio)



He and Albert Edwards called for S&P 500 to be at 400 back in 2011 :scared-1::scared-1:

[Simi]

Albert Edwards: "We Are Returning To 450 On The S&P"

back in 2010

http://www.zerohedge.com/article/albert-edwards-we-are-returning-450-sp

[indomie]

This is american nightmare. Not asia nightmare. China is getting ready to increase population with the easing of one child policy to pick up the demise of american/european demand. The rest of asia is in the race to beef up their middle class to keep their economy sustainable.

[star]

They so kind to give u tips. Lolx. Think again. Analyst anal list.

[Simi]

This is american nightmare. Not asia nightmare. China is getting ready to increase population with the easing of one child policy to pick up the demise of american/european demand. The rest of asia is in the race to beef up their middle class to keep their economy sustainable.


Indomie san Correct
China itself also had so many CMs on property

where do you think the investors in China would put their money if there are too many CMs ?

[princess_morbucks]

http://news.asiaone.com/news/business/nobel-prize-economist-warns-us-stock-market-bubble

BERLIN - An American who won this year's Nobel Prize for economics believes sharp rises in equity and property prices could lead to a dangerous financial bubble and may end badly, he told a German magazine.
Robert Shiller, who won the esteemed award with two other Americans for research into market prices and asset bubbles, pinpointed the US stock market and Brazilian property market as areas of concern.
"I am not yet sounding the alarm. But in many countries stock exchanges are at a high level and prices have risen sharply in some property markets," Shiller told Sunday's Der Spiegel magazine.
"That could end badly," he said. "I am most worried about the boom in the US stock market. Also because our economy is still weak and vulnerable," he said, describing the financial and technology sectors as overvalued.
He had also looked at "drastically" higher house prices in Rio de Janeiro and Sao Paulo in Brazil in the last five years. "There, I felt a bit like in the United States of 2004," he said, adding he was hearing arguments about investment opportunities and a growing middle class that he had heard in the United States around the year 2000.
The collapse of the US housing market helped trigger the 2008-2009 global financial crisis. "Bubbles look like this. And the world is still very vulnerable to a bubble," he said.
Bubbles are created when investors do not recognise when rising asset prices get detached from underlying fundamentals.

[minority]

always got people cry dooms day! also got people cry HUAT AH!

When either happen people will ask them come say why they so Joon!.. Maybe its like roulette they just take 1 side.. 50% chance to get it right!

so if kana can interview n sell books and seminars!

better chance than buy lottery!

Wat I would like to see is if they are like Buffett put the $ where their mouth is.

[indomie]

always got people cry dooms day! also got people cry HUAT AH!

When either happen people will ask them come say why they so Joon!.. Maybe its like roulette they just take 1 side.. 50% chance to get it right!

so if kana can interview n sell books and seminars!

better chance than buy lottery!

Wat I would like to see is if they are like Buffett put the $ where their mouth is.

I think what stopping us from buying more property is funding/financing limitation. It is nothing to do with a lack of self conviction.