tag:blogger.com,1999:blog-3190293047729939700.post5470419462477355688..comments2023-11-02T05:09:10.845-04:00Comments on my Value Idea: Markets Risk PricingSamihttp://www.blogger.com/profile/17866240785310374236noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-3190293047729939700.post-72162763489814342562008-02-01T11:12:00.000-05:002008-02-01T11:12:00.000-05:00Thanks John,I agree with you.Japan was slow to rea...Thanks John,<BR/><BR/>I agree with you.<BR/><BR/>Japan was slow to react and do anything to its economy once its assets bubble burst but the US seems much more proactive cutting interest rates more aggressively to avoid deflation, which is much more worse outcome than inflation by any measure.Samihttps://www.blogger.com/profile/17866240785310374236noreply@blogger.comtag:blogger.com,1999:blog-3190293047729939700.post-22449144726076033292008-02-01T10:23:00.000-05:002008-02-01T10:23:00.000-05:00Great postAn additional data point may be to consi...Great post<BR/><BR/>An additional data point may be to consider PE vs. interest rate.<BR/><BR/>My point - If the interest rate is very low then lower earnings (translated into lower dividend yields) may still be desirable to investors looking for return.<BR/><BR/>Arguing against my point of view this is the Japanese situation where everything (earnings, dividends, interest) all go to zip togetherJohnhttps://www.blogger.com/profile/07839485749952093356noreply@blogger.com