Its almost been three weeks since I last posted.
There is a very interesting article in Bloomberg about asset bubbles, capital inflows and liquidity. As of recent am seeing quite a few 'asset bubble' articles pointing to liquidity and capital inflows as the main culprit. There is quite a good blog post (Nouriel Roubini) on what happened in Thailand recently and the role the gushing capital inflows played in it. I have to read a bit more and understand this whole chain from capital inflows to liquidity to asset bubbles to its after effects.
Hopefully I'll be posting more often from now.
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