Tuesday Link-Ups: 2-9-2016 Beginning of the end?

Is this the beginning of the end for Central Banks?

• Economy and Markets – Negative Interest Rates Are the Next Stage in Global Stimulus

Given where we are in the market cycle – you can expect lousy returns going forward:

• Business  Insider – Markets are going to be lousy for the next decade, and it is a disaster for savers

And how are those negative rates working for Japan?  Japanese stocks sink 5.4% overnight:

• Wall Street Journal – U.S. Stocks Decline After Rout in Japan
• New York Times – Bonds Follow Bank of Japan Into Negative Territory

Even so, a value investor I respect is finding opportunities in this market:

• Bloomberg – The $20 Billion Manager Who Won After the Crisis Is Buying Again

He is wary of China and Central Bank bubbles, but is finding value in companies like UBS.  As I noted yesterday, Financials are cheap by any measure.

Following my Rebalancing Portfolio Rules – I have money to put to work – so stay tuned!