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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: E_K_S who wrote (46969)	3/10/2012 6:59:55 PM
From: Spekulatius	Respond to of 78666

re QE - i don't think that the European easing should be called quantitative easing, although they have done some bond purchases (mostly Italy), I think they just flooded the market with short term liquidity, including US$ from US$ denominated ones with swaps think. My working hypothesis is that this will help the banks and financials (insurance companies) but I have not acted upon yet. i am thinking about buying some french bank (more the domestic ones, not the big investment /general bank types), life insurers like AV, DL.AS or Baloise. I think all of them will benefit from better liquidity in Europe directly.