Any inability to keep the markets calm regarding fiscal and tax issues in the US could lead to healthy losses
Strategies
3498 posts
The combination of political stalemate and policy making through inaction is a drag on economic growth.
The model is dependent upon management’s ability to arbitrage short- and long-term interest rates, rather than stock market trends.
It’s hard to overstate the importance of open source software to the technology industry and Red Hat continues to be the distant leader in the enterprise market.
Despite the recent policy breakthrough, I think the celebration will be short-lived. The reality is that there still too much debt.
That Bernanke & Friends continue to ply their plans means that we will probably be in this quagmire for years to come.
When it comes to Europe, the real market risk is that a strong country like Finland leaves rather than a weak economy.
I concentrate in small cap, technology stocks, but the rally will probably start with the high-quality, dividend-paying stocks.