Comments on: Does Ben Bernanke blow bubbles too? http://www.creditwritedowns.com/2009/06/does-ben-bernanke-blow-bubbles-too.html Finance, Economics and Markets Fri, 10 Feb 2012 00:37:00 +0000 hourly 1 By: Edward Harrison http://www.creditwritedowns.com/2009/06/does-ben-bernanke-blow-bubbles-too.html#comment-56655 Edward Harrison Fri, 26 Jun 2009 17:23:00 +0000 http://www.creditwritedowns.com/2009/06/does-ben-bernanke-blow-bubbles-too.html#comment-56655 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: kynikos http://www.creditwritedowns.com/2009/06/does-ben-bernanke-blow-bubbles-too.html#comment-56653 kynikos Fri, 26 Jun 2009 09:06:00 +0000 http://www.creditwritedowns.com/2009/06/does-ben-bernanke-blow-bubbles-too.html#comment-56653 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). 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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