A diary of the thought process behind my investment decisions
The Butterfly Effect
I believe that the tragic events in Japan will have little lasting effect on US markets. That is not to say the US economy does not have its own problems, but this is not one of them. In the short run Japanese repatriating assets has sparked a "risk off" trade. I believe this is providing an opportunity and that purchases made at these levels will be rewarded in the next month or so.