sovereign-investor.com / By Evaldo Albuquerque / March 5, 2013
Investors, overall, are feeling extremely optimistic. It seems there’s nothing to worry about.
But should investors be worried about anything?
That’s the question the website Business Insider asked some analysts, economists, and traders across Wall Street. Their responses resulted in a series of charts that keep some investors up at night.
In the next couple of weeks I will share with you the charts, including my comments and investment implications.
The first chart comes from Niels Jensen, founder of Absolute Return Partners. And it shows the explosion in central bank assets across the globe.
When they print money, they accumulate assets. So we can use the size of their balance sheets to measure how much they’ve printed.
Here’s the chart that worries Mr. Jensen: