Comments on: Greg Ip’s risk hairball http://blogs.reuters.com/felix-salmon/2012/06/04/greg-ips-risk-hairball/ A slice of lime in the soda Sun, 26 Oct 2014 19:05:02 +0000 hourly 1 http://wordpress.org/?v=4.2.5 By: TFF http://blogs.reuters.com/felix-salmon/2012/06/04/greg-ips-risk-hairball/comment-page-1/#comment-39887 Tue, 05 Jun 2012 16:24:26 +0000 http://blogs.reuters.com/felix-salmon/?p=14632#comment-39887 “So what assets, exactly, are risk-free at this point?”

Stocks of multinational consumer staples companies. Short of a true apocalypse, they will stay in business and continue to profitably supply our daily needs.

Maybe not completely risk-free, especially over shorter periods of time, but then nothing is truly risk-free these days.

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By: dWj http://blogs.reuters.com/felix-salmon/2012/06/04/greg-ips-risk-hairball/comment-page-1/#comment-39846 Mon, 04 Jun 2012 22:56:47 +0000 http://blogs.reuters.com/felix-salmon/?p=14632#comment-39846 So what assets, exactly, are risk-free at this point? What are the relative costs of carry of ammunition versus canned food?

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By: Frank0570618 http://blogs.reuters.com/felix-salmon/2012/06/04/greg-ips-risk-hairball/comment-page-1/#comment-39840 Mon, 04 Jun 2012 20:11:19 +0000 http://blogs.reuters.com/felix-salmon/?p=14632#comment-39840 Agreed. I’m still trying to figure out how the failures of mutually interdependent trading partners can somehow lead to a series of statistically independent outcomes.

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By: TFF http://blogs.reuters.com/felix-salmon/2012/06/04/greg-ips-risk-hairball/comment-page-1/#comment-39838 Mon, 04 Jun 2012 19:49:44 +0000 http://blogs.reuters.com/felix-salmon/?p=14632#comment-39838 They aren’t even remotely independent. The Eurozone falling off could easily be a trigger of a Chinese hard landing, though the fiscal cliff is more political than economic (and thus harder to analyze the dependencies).

Also suspect the “Apocalypse” is an exaggeration. Would be global hard times, but then misery loves company.

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By: TomWest http://blogs.reuters.com/felix-salmon/2012/06/04/greg-ips-risk-hairball/comment-page-1/#comment-39836 Mon, 04 Jun 2012 19:26:55 +0000 http://blogs.reuters.com/felix-salmon/?p=14632#comment-39836 But make the reasonable assumption that they’re independent variables

That would require a different definition of the term “reasonable” than I am familiar with.

Perhaps “For the sake of our model, let’s assume…”

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By: FifthDecade http://blogs.reuters.com/felix-salmon/2012/06/04/greg-ips-risk-hairball/comment-page-1/#comment-39835 Mon, 04 Jun 2012 18:54:23 +0000 http://blogs.reuters.com/felix-salmon/?p=14632#comment-39835 Once you’ve made up a number it’s really easy to make it look pretty…

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By: MorgantownJoe http://blogs.reuters.com/felix-salmon/2012/06/04/greg-ips-risk-hairball/comment-page-1/#comment-39834 Mon, 04 Jun 2012 18:39:00 +0000 http://blogs.reuters.com/felix-salmon/?p=14632#comment-39834 Felix,

the smile for China in the 5th row should be a frown.

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