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Archive of entries posted on 30th June 2016

On the sidelines, into franchises. Brexit explained, again.

I heard a figure of $15 trillion dollars in cash and negative yielding bonds. It’s called money on the sidelines. One day it will move into equities, ’cause there’s not much else. The S&P 500 is yielding 2.3% which is much better than the 10 year U.S. treasury bond yielding less than 1.5%.  Takeover talk, […]