Thanks for the links and the comments.
Sounds like the cannons have fallen silent for now, the markets certainly had a great run and thankfully the Italian (and Spanish) state doesn't have to pay so much to get money on the financial markets. There is more then just talk about huge flows from (IMHO very expensive) bonds into stocks. And exactly this worries me more then just a bit.
As I have written before I had over the whole last year 75% in stocks for the simple reasons that I thought the value was lower then the price by some margin of security and that decent bonds were overpriced. Now the gains look nice but I almost feel like there are no really good options around to invest money I take out of stocks.
What is to be done?, asked Lenin, although I wouldn't like his answer
Bookmarks