Author Archives: John Coumarianos
Tom Petruno goes through the implications for businesses, investors, travelers, etc…. Very thorough piece, including how much dollar-denominated debts has been issued by non-bank foreign entities ($9 trillion).
Click on the pic below for the piece.
Starting valuations matter. Your age alone shouldn’t dictate allocation.
Domestic stocks are expensive and domestic small-caps especially so. High quality stocks (those businesses that can earn a consistently high return on capital over a full cycle and have low debt) are slightly better, but not much. International developed stocks … Continue reading
Is Yahoo! cheap? Is Alibaba expensive? Both? Brett Arends discusses. (Click on graphic below for his piece.)
Constructed with data as of Dec. 14, 2014 from Research Affiliates: