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  • Dissecting GDP In The First Half Of 2014 [View article]
    Reported GDP by the BEA already accounts for inflation (i.e. real GDP). However, the inflation (Implicit Price Deflator) used by the BEA in the GDP report is not the same as CPI, rather it's computed using prices (excluding certain items) from a base year, which is currently 2009. The deflator for the Q2 report was 2.
    Aug 5, 2014. 03:10 PM | Likes Like |Link to Comment
  • Bubble Watch: Imagine What Would Happen If Optimism Reigned [View article]
    I agree with your assessment that the market is not in "bubble" territory, rather the broad market is slightly overvalued at a P/FE of 15.7 versus the median (going back to 1970) of 14.4. I think we can all agree this year doesn't have much chance to repeat 2013's performance, however, we can certainly see market returns of around 6-8% nominal. This is based on the assumption of economic growth picking up in 2H and earnings continuing to grow around 5%.
    May 9, 2014. 04:03 PM | 1 Like Like |Link to Comment
  • Tesla Motors beats by $0.06, beats on revenue [View news story]
    Looks fine on a non-GAAP basis, but many analyst models most likely use GAAP accounting which showed a loss on the quarter. Regardless, it's safe to estimate great success for TSLA.
    May 7, 2014. 05:13 PM | Likes Like |Link to Comment
  • Pending Home Sales rise 3.4%, [View news story]
    Home prices are likely to continue this cooling off period with a large increase in existing homes for sale and new building coupled with a stagnant amount of buyers. There are exceptions in markets throughout the nation, however.
    Apr 28, 2014. 02:30 PM | 1 Like Like |Link to Comment