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2017-02-19

  • SeaBud commented on Holly LaFon's article 02-19 21:21
    Prem Watsa Ends Period of Shorting Market With $1.2 Billion Loss
    One of the premier employers of Buffett-style investing, Canada’s Prem Watsa (Trades, Portfolio), posted $1.20 billion in investing losses Thursday...
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    SeaBud 02-19 21:21
    •  "Among them, Watsa listed a real estate bubble in China, a saving mindset among U.S. consumers, high debt levels and zero interest rates in developed markets, a Shiller CAPE index at record P/E ratios, collapsing commodity prices and a moribund high-yield bond market, among many others."

      And yet he is now bullish b/c Trump got elected?  There may be a tax cut party for stocks, but the overpriced stock market, low rates, high debt (commercial/chinese/urban real estate) are fundamental issues.  Not the logic of a guru I would follow.
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