Relevant:
- Only a Coordinated Loan Massacre Could Defeat a Japanese-Style Dead-and-Dying-of-Debt Kamikaze
- To Boost TCE, U.S. May Convert Past Bailouts to Equity
- How Bad Is China's Debt Problem, Really?
- The Mystery of Who Has Been Pushing Stocks to All-Time Highs Has Been Solved
- Debt of One Quadrillion Yen? Not a Problem (Japan)
2012-04-23 — sovereignman.com
``Having already hit the iceberg, one major problem we see is the common perspective for both investors and the asset management industry to view debt and equity as the entire universe of investor choices available... the reality is... that there can and will be times when both debt and equity markets together underperform, in both relative and absolute terms...''
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