tag:blogger.com,1999:blog-816559531110064247.post9026848340866010387..comments2024-03-08T01:03:44.522-08:00Comments on Humble Student of the Markets: My Lehman lesson: Model diversification and flexibilityCam Hui, CFAhttp://www.blogger.com/profile/09672203690656029787noreply@blogger.comBlogger4125tag:blogger.com,1999:blog-816559531110064247.post-69090178440488366482013-10-01T04:24:44.753-07:002013-10-01T04:24:44.753-07:00This is a very informative article. I was looking ...This is a very informative article. I was looking for these things and here I found it. I am doing a project and this information is very useful to me. I always try to find information and hopefully I found more about what I am looking for.jobs in pakistan wapdahttp://www.pakistanjobsbank.com/Org/WAPDA/noreply@blogger.comtag:blogger.com,1999:blog-816559531110064247.post-3801543766565504322013-09-17T08:10:11.739-07:002013-09-17T08:10:11.739-07:00Thank you for the post. The question remains: Dive...Thank you for the post. The question remains: Diversify into what and keep the net result positive how? What happens to bonds and stocks if/when interest rates go up? And what happens if interest rates are kept low for a very long time (Japan)? And which currencies seem strong to you? And how will real estate markets do as an indebted aging population liquidates? One could go on, but more specific scenarios would help the humble readers better understand what you would do for your clients and why come back to read this blog. Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-816559531110064247.post-79532240906575278372013-09-17T01:36:48.509-07:002013-09-17T01:36:48.509-07:00One of your best posts yet Cam, and that's say...One of your best posts yet Cam, and that's saying something. As always, thank you for sharing your detailed thoughts. Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-816559531110064247.post-88638267861029239772013-09-16T17:13:26.178-07:002013-09-16T17:13:26.178-07:00Hi Cam,
Thanks for constantly educating us by b...Hi Cam, <br /><br />Thanks for constantly educating us by bringing out varied points-of-views. I really enjoy being able to get a synopsis of different POVs by other economists and investment professional. So your post leads to further questions: <br />I: So what sectors/industries do well during stagflation? I would imagine Real estate would be one. <br /> <br />II: What other than tech does well during productivity gains, i.e. opposite of stagflation or -what would be considered- "normal times"? <br /><br />Thanks again. Moenoreply@blogger.com