咱们来听听老巴咋说的# Stock
v*e
1 楼
据说本版一位擅长“价值投资”的大牛抠顶了，要烧特这市场屠打稀。。。LOL
Warren Buffett: 'Quite Clear Stocks Are Cheaper Than Bonds'
Posted By: Alex Crippen | Executive Producer
cnbc.com
| 05 Oct 2010 | 02:49 PM ET
Warren Buffett says it is "quite clear stocks are cheaper than bonds" right
now, but notes that relationship will change eventually when confidence in
the economy is inevitably restored.
In an appearance earlier today (Tuesday) at the Fortune Most Powerful Women
Conference in Washington, Buffett said he "can't imagine" choosing bonds
over stocks at current prices, but concedes that's what many investors have
been doing because of a "lack of confidence" in the economy's future. "They
're making a mistake, the ones that are buying the bonds" at record low
yields.
In this video clip, he tells Fortune's Carol Loomis:
"It's quite clear that stocks are cheaper than bonds. I can't imagine
anybody having bonds in their portfolio when they can own equities, a
diversified group of equities. But people do because they, the lack of
confidence. But that's what makes for the attractive prices. If they had
their confidence back, they wouldn't be selling at these prices. And believe
me, it will come back over time."
It's not a new opinion for Buffett. Back in early 2009, he was writing
about an "extraordinary" U.S. Treasury bond "bubble."
Fortune's Street Sweep blog points out that the 10-year Treasury yield has
dropped to under 2.5 percent from 4 percent over the past six months.
FDIC Chairwoman Sheila Bair told CNBC there "a bit of a bond bubble now",
longtime bond bull Goldman Sachs believes bonds have peaked and will be
heading lower from here, and Pimco's Steve Rodosky tells Dow Jones today
that "the best day in Treasurys is probably behind us." He hasn't bought
them since July.
Warren Buffett: 'Quite Clear Stocks Are Cheaper Than Bonds'
Posted By: Alex Crippen | Executive Producer
cnbc.com
| 05 Oct 2010 | 02:49 PM ET
Warren Buffett says it is "quite clear stocks are cheaper than bonds" right
now, but notes that relationship will change eventually when confidence in
the economy is inevitably restored.
In an appearance earlier today (Tuesday) at the Fortune Most Powerful Women
Conference in Washington, Buffett said he "can't imagine" choosing bonds
over stocks at current prices, but concedes that's what many investors have
been doing because of a "lack of confidence" in the economy's future. "They
're making a mistake, the ones that are buying the bonds" at record low
yields.
In this video clip, he tells Fortune's Carol Loomis:
"It's quite clear that stocks are cheaper than bonds. I can't imagine
anybody having bonds in their portfolio when they can own equities, a
diversified group of equities. But people do because they, the lack of
confidence. But that's what makes for the attractive prices. If they had
their confidence back, they wouldn't be selling at these prices. And believe
me, it will come back over time."
It's not a new opinion for Buffett. Back in early 2009, he was writing
about an "extraordinary" U.S. Treasury bond "bubble."
Fortune's Street Sweep blog points out that the 10-year Treasury yield has
dropped to under 2.5 percent from 4 percent over the past six months.
FDIC Chairwoman Sheila Bair told CNBC there "a bit of a bond bubble now",
longtime bond bull Goldman Sachs believes bonds have peaked and will be
heading lower from here, and Pimco's Steve Rodosky tells Dow Jones today
that "the best day in Treasurys is probably behind us." He hasn't bought
them since July.
