Monthly Market Valuation: Returns Over the Next Ten Years Will Be Sub-Par [View article]
I am surprised it is that high that sounds like 07 numbers. Can you provide a link? If that is true it is truly shocking, and with Daley (a former Fannie member) in the WH we will have more Wall Street control. Change you can believe in?
The problem is that we can get the few good guys from Wall Street like David Einhorn, but our Government is too dumb and they would never accept these positions.
Stock Market Valuation for December 2010 [View article]
His measure is not perfect either but besides including two awful market drops it includes one massive bubble 03-07 and that kind of evens it out. The truth is their is no perfect measure and if I find value in individual stocks I ignore these numbers. The reason I started these series was I as getting pissed off with so many ppl saying the market was very overvalued in late 08 b/c earnings went off a cliff. I thought it was really dumb since they were basing it on the largest drop in earnings in history.
What do you find to be the best metric? I am thinking of adding investor sentiment since it is a contrarian sign, working on getting the data currently.
The bond market looks to be the story today with the yield on the 10 year treasury soaring 23 basis points to 3.16%. It's the highest yield since July and about 65 basis points higher than when the Fed began its program designed to lower long term rates. [View news story]
Nice I am short long term treasuries! anyone buying the 10 year with this yield is going to get crushed it might be tomm in a month or in five years, but it will happen.
Stock Market Valuation for December 2010 [View article]
Treasury prices dropped Tuesday, pushing 10-year yields up by the most since June 2009, after Congress and the White House compromised on a tax package that is expected to raise the deficit and increase the government’s borrowing needs. www.marketwatch.com/st...
With today's record-low interest rates, governments should be borrowing more - not stop spending, Yale professor Robert Shiller writes. Rock-bottom rates offer governments a significant arbitrage opportunity: "Borrow massively at these low real interest rates, and invest the proceeds in positive-returning projects, such as infrastructure or education." [View news story]
With today's record-low interest rates, governments should be borrowing more - not stop spending, Yale professor Robert Shiller writes. Rock-bottom rates offer governments a significant arbitrage opportunity: "Borrow massively at these low real interest rates, and invest the proceeds in positive-returning projects, such as infrastructure or education." [View news story]
With today's record-low interest rates, governments should be borrowing more - not stop spending, Yale professor Robert Shiller writes. Rock-bottom rates offer governments a significant arbitrage opportunity: "Borrow massively at these low real interest rates, and invest the proceeds in positive-returning projects, such as infrastructure or education." [View news story]
Did you predict the housing and tech bubble crash?
With today's record-low interest rates, governments should be borrowing more - not stop spending, Yale professor Robert Shiller writes. Rock-bottom rates offer governments a significant arbitrage opportunity: "Borrow massively at these low real interest rates, and invest the proceeds in positive-returning projects, such as infrastructure or education." [View news story]
I really respect Shiller and consider him to be one of the only true economists out there, but I think he is way off on this one.
Monthly Market Valuation: Returns Over the Next Ten Years Will Be Sub-Par [View article]
The problem is that we can get the few good guys from Wall Street like David Einhorn, but our Government is too dumb and they would never accept these positions.
Monthly Market Valuation: Returns Over the Next Ten Years Will Be Sub-Par [View article]
U.S. Fighting Chinese Protectionism: Good News for Steel [View article]
Stock Market Valuation for December 2010 [View article]
What do you find to be the best metric? I am thinking of adding investor sentiment since it is a contrarian sign, working on getting the data currently.
The bond market looks to be the story today with the yield on the 10 year treasury soaring 23 basis points to 3.16%. It's the highest yield since July and about 65 basis points higher than when the Fed began its program designed to lower long term rates. [View news story]
Stock Market Valuation for December 2010 [View article]
Stock Market Valuation for December 2010 [View article]
Stock Market Valuation for December 2010 [View article]
Ark Restaurants Corp: An Enviable Economic Moat [View article]
With today's record-low interest rates, governments should be borrowing more - not stop spending, Yale professor Robert Shiller writes. Rock-bottom rates offer governments a significant arbitrage opportunity: "Borrow massively at these low real interest rates, and invest the proceeds in positive-returning projects, such as infrastructure or education." [View news story]
With today's record-low interest rates, governments should be borrowing more - not stop spending, Yale professor Robert Shiller writes. Rock-bottom rates offer governments a significant arbitrage opportunity: "Borrow massively at these low real interest rates, and invest the proceeds in positive-returning projects, such as infrastructure or education." [View news story]
With today's record-low interest rates, governments should be borrowing more - not stop spending, Yale professor Robert Shiller writes. Rock-bottom rates offer governments a significant arbitrage opportunity: "Borrow massively at these low real interest rates, and invest the proceeds in positive-returning projects, such as infrastructure or education." [View news story]
With today's record-low interest rates, governments should be borrowing more - not stop spending, Yale professor Robert Shiller writes. Rock-bottom rates offer governments a significant arbitrage opportunity: "Borrow massively at these low real interest rates, and invest the proceeds in positive-returning projects, such as infrastructure or education." [View news story]
Behind the Scenes With Buffett’s Biographer, Alice Schroeder [View article]
Your pal,
Jacob
India's Secret Weapon in its Economic Race With China: Demographics [View article]