Anexo el enlace a un muy buen artículo sobre comentarios que hizo Seth Klarman, fundador de Baupost investment group y escritor de "the intelligent investor".
(Link) Algunos quotes buenos:
" People can't stand earning 0% on their money, so the government is forcing everyone in the investing public to speculate. For our parents or grandparents, it was awful to have had a Great Depression. But it was in some ways helpful to carry a Depression mentality throughout their later lives, because it meant they were thrifty with their money and prudent in their investment decisions." He added: "All we got out of this crisis was a Really Bad Couple of Weeks mentality."
And, said Mr. Klarman, one of the best ways to protect against a decline in purchasing power is to buy whatever is "out of favor, loathed and despised." So forget about gold or other trendy hedges. Instead, wait patiently for markets—European stocks, perhaps—to get so cheap that they turn most investors' stomachs. Then you can pounce.
"Sometimes, when you can't figure out a good defense, the best thing to do is to go on offense."
En otro artículo un director de la fed da noticias positivas al mercado:
Economic growth is likely to be “more sluggish” than desired because households are deleveraging, banks remain under “significant stress,” and economic growth has been fueled by temporary sources such as fiscal stimulus programs, Dudley said.
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