Comments on: Does Ben Bernanke blow bubbles too? http://www.creditwritedowns.com/2009/06/does-ben-bernanke-blow-bubbles-too.html a finance news and opinion site Sat, 20 Mar 2010 18:27:04 +0000 hourly 1 By: China’s present growth story is built on malinvestment - Credit Writedownshttp://www.creditwritedowns.com/2009/06/does-ben-bernanke-blow-bubbles-too.html#comment-5607 China’s present growth story is built on malinvestment - Credit Writedowns Mon, 29 Jun 2009 14:13:44 +0000 http://www.creditwritedowns.com/2009/06/does-ben-bernanke-blow-bubbles-too.html#comment-5607 [...] phases through to November 2008, a bubble has re-asserted itself there.  In a recent post, “Does Ben Bernanke blow bubbles too?,” I referred to research by James Montier, now at GMO, which indicated that large increases in [...] [...] phases through to November 2008, a bubble has re-asserted itself there.  In a recent post, “Does Ben Bernanke blow bubbles too?,” I referred to research by James Montier, now at GMO, which indicated that large increases in [...]

]]> By: Edward Harrisonhttp://www.creditwritedowns.com/2009/06/does-ben-bernanke-blow-bubbles-too.html#comment-8160 Edward Harrison Fri, 26 Jun 2009 22:23:34 +0000 http://www.creditwritedowns.com/2009/06/does-ben-bernanke-blow-bubbles-too.html#comment-8160 I think it's a bit early to identify bubbles. In the emerging markets, there is much more room for optimism. Brazil is a perfect example there. On the other hand, bubble-like behavior is certainly evident. Where all of this leads is unclear, but, I do think we will see bubbles very soon. I think it's a bit early to identify bubbles. In the emerging markets, there is much more room for optimism. Brazil is a perfect example there. On the other hand, bubble-like behavior is certainly evident. Where all of this leads is unclear, but, I do think we will see bubbles very soon.

]]> By: Edward Harrisonhttp://www.creditwritedowns.com/2009/06/does-ben-bernanke-blow-bubbles-too.html#comment-5623 Edward Harrison Fri, 26 Jun 2009 16:23:34 +0000 http://www.creditwritedowns.com/2009/06/does-ben-bernanke-blow-bubbles-too.html#comment-5623 I think it's a bit early to identify bubbles. In the emerging markets, there is much more room for optimism. Brazil is a perfect example there. On the other hand, bubble-like behavior is certainly evident. Where all of this leads is unclear, but, I do think we will see bubbles very soon. I think it's a bit early to identify bubbles. In the emerging markets, there is much more room for optimism. Brazil is a perfect example there. On the other hand, bubble-like behavior is certainly evident. Where all of this leads is unclear, but, I do think we will see bubbles very soon.

]]> By: Edward Harrisonhttp://www.creditwritedowns.com/2009/06/does-ben-bernanke-blow-bubbles-too.html#comment-5597 Edward Harrison Fri, 26 Jun 2009 15:23:34 +0000 http://www.creditwritedowns.com/2009/06/does-ben-bernanke-blow-bubbles-too.html#comment-5597 I think it's a bit early to identify bubbles. In the emerging markets, there is much more room for optimism. Brazil is a perfect example there. On the other hand, bubble-like behavior is certainly evident. Where all of this leads is unclear, but, I do think we will see bubbles very soon. I think it's a bit early to identify bubbles. In the emerging markets, there is much more room for optimism. Brazil is a perfect example there. On the other hand, bubble-like behavior is certainly evident. Where all of this leads is unclear, but, I do think we will see bubbles very soon.

]]> By: Aki_Izayoihttp://www.creditwritedowns.com/2009/06/does-ben-bernanke-blow-bubbles-too.html#comment-5596 Aki_Izayoi Fri, 26 Jun 2009 07:06:35 +0000 http://www.creditwritedowns.com/2009/06/does-ben-bernanke-blow-bubbles-too.html#comment-5596 Do you think certain emerging markets are also in bubble phase? <br><br>I do not know about green energy. Maybe certain VCs are bubbles, but maybe it is better to bet against the entire sector. Surely some companies may/will succeed, but it doesn't mean that all of them will succeed. I want to know the type of financing these companies have, the potential of their products, market sentiment, the competitive environment in order to bet against the green energy sector (well, to be precise, betting against most of the companies). Do you think certain emerging markets are also in bubble phase?

I do not know about green energy. Maybe certain VCs are bubbles, but maybe it is better to bet against the entire sector. Surely some companies may/will succeed, but it doesn't mean that all of them will succeed. I want to know the type of financing these companies have, the potential of their products, market sentiment, the competitive environment in order to bet against the green energy sector (well, to be precise, betting against most of the companies).

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