News that caught my eye

It’s life. In retrospect, everything makes sense. But looking forward, there are always two sides to the story..

“U.S. quantitative easing will be reduced eventually, but that won’t have much of a negative impact because it happens on the back of the strong economic recovery,” said Gentoku Kiyokawa, Tokyo-based head of the Japanese investment management department at BNP Paribas. “Japanese stocks will keep climbing toward their May high and pass that level by the end of this year.”

Prices for Japanese equities already reflect the U.S. economic recovery and Yellen’s support for longer stimulus, leaving them vulnerable to declines, said Goya Nakao, a senior investment manager at Sompo Japan Nipponkoa Asset.

There will always be varying views and making investment decision under such a climate isn’t easy. (And that’s even before the the stock/fund selection consideration)
But in the end, maybe it’s the discipline in actually making the investment decision that makes the difference. The choice of action.

Source: washpost.bloomberg.com/Story?docId=1376-MWAM5F6JTSEA01-3T009A07I7B88BJNPQPOI9JO7S