Echoes Of 1999: The Tech Bubble And The "Asian Flu"Guest Post
Echoes Of 1999: The Tech Bubble And The "Asian Flu" by Rob Arnott, Research Affiliates
- Conditions now parallel the late 1990s as inflation expectations plunge, emerging market currencies tumble, relative valuations of emerging markets versus U.S. stocks and bonds hit extremes, and the growth-stock bull market roars ahead while value stocks lag behind.
- The extreme parallels observed in both December 1998 and today are the drivers of future . . .
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