Dear Reader,
I think Chinese stocks will form a bubble in 2015. US tech stocks seem overvalued. There are certainly some similarities to the dot com mania in 2000.
EUR/USD to target 0.90 in 2015. Gold to target 1050 in 2015.
The biggest dislocation seems to be in the eurozone government bonds market. The values of the southern eurozone periphery yields are simply outrageous. I do not believe the macroeconomic environment justifies such valuations. Something is bound to give. The ECB provides support, so the mania could go on for a while, but the music will stop at some point. The hangover from the party should be significant.
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