tag:blogger.com,1999:blog-816559531110064247.post6893839584945157137..comments2024-03-08T01:03:44.522-08:00Comments on Humble Student of the Markets: What fundamentals drove the equity rally?Cam Hui, CFAhttp://www.blogger.com/profile/09672203690656029787noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-816559531110064247.post-44353667358560643762014-03-04T04:02:25.265-08:002014-03-04T04:02:25.265-08:00I read your blog almost everyday Thanks for them a...I read your blog almost everyday Thanks for them allAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-816559531110064247.post-10222248530805335472014-03-03T11:27:12.347-08:002014-03-03T11:27:12.347-08:00Lot looks as well by things as buy back schemes.
I...Lot looks as well by things as buy back schemes.<br />Interest was so low that even the current CF/profits were higher (didnot need future cap gains).<br />And unlike the theory markets didnot really work with the law of one price.<br />ZeroHedge had something on this if I am not mistaken a few weeks ago.Riknoreply@blogger.com