tag:blogger.com,1999:blog-7366878066073177705.post2992644203042640655..comments2024-02-09T18:16:45.614+00:00Comments on The Psy-Fi Blog: Risk := ONtimarrhttp://www.blogger.com/profile/06254802085744425067noreply@blogger.comBlogger3125tag:blogger.com,1999:blog-7366878066073177705.post-31633504015474660982012-04-01T08:58:03.669+01:002012-04-01T08:58:03.669+01:00Hi Ken
While quantitative easing could provide so...Hi Ken<br /><br /><i>While quantitative easing could provide some support for stocks, higher interest rates would provide competition for stocks and possibly hurt corporate earnings.</i><br /><br />True, of course. The argument that rising bond yields might not impact equities as much as we'd expect relies on the idea that interest rates won't go up until deleveraging is well under way. See: <a href="http://www.ft.com/cms/s/0/e8f2e118-6f73-11e1-9c57-00144feab49a.html#axzz1qlwwkDtS" rel="nofollow"> Fed Tries To Muscle Past 'Seven Lean Years'</a>.<br /><br />I guess we'll see.timarrhttps://www.blogger.com/profile/06254802085744425067noreply@blogger.comtag:blogger.com,1999:blog-7366878066073177705.post-51471587950256561492012-03-29T17:58:12.613+01:002012-03-29T17:58:12.613+01:00Actually, "Risk Off", as commonly used, ...Actually, "Risk Off", as commonly used, means reducing investment risk. It does not mean believing that the investing environment is now less risky. Conversely, "Risk on" means embracing more investment risk.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7366878066073177705.post-28676459300640864492012-03-29T14:08:12.797+01:002012-03-29T14:08:12.797+01:00While quantitative easing could provide some suppo...While quantitative easing could provide some support for stocks, higher interest rates would provide competition for stocks and possibly hurt corporate earnings.Ken Faulkenberry, ArborInvestmentPlanner.comhttps://www.blogger.com/profile/10677067225069611562noreply@blogger.com