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Archive of entries posted on 22nd January 2015

Buys bonds. Buy HAL and SLB. Short IBM.

My bond guy really knows his stuff. This morning he emailed: ECB QE is intended to lift inflation and depress the Euro, and by way of “the wealth effect” to stimulate spending and investment. QE adds 1 trillion+ to global liquidity.  ECB policy, like Fed and BoJ policies, forces capital from short term to long […]