Russell Napier interview

- Chinese rebalancing hurts U.S. Treasury purchases
- Governments will fund themselves by force
- Stocks & Bonds both overvalued (like in 1968)

Russell Napier: Europe is becoming a long-term buy

[HT: Value Investing World]
Europe is becoming a long-term buy, according to Russell Napier, author of "Anatomy of the Bear". Mr Napier also outlines what will signal the buying opportunity in Europe and the fears he has for the US when China starts selling Treasuries. [VIDEO 6m 36s]

Russell Napier's Greatest Hits

Napier, who works at CLSA, is a solid economic historian and the author of the book "Anatomy of a Bear."  he sees the S&P 500 eventually bottoming at a level of 400 (it's currently at 1240+).

Russell Napier on The Long View (FT)

Russell Napier of CLSA is a respected economic historian and this is an excellent interview with the Financial Times on his latest piece The Long View.

Also, here's a link to another interview with Napier. This interview has been receiving a significant number of hits on this blog.

Russell Napier interview

Russell Napier is a respected analyst who works at CLSA and is always worth hearing out.

(HT Zerohedge)