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John Donovan  

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  • This Is Why The Fed Is Between A Rock And A Hard Place [View article]
    Robbing Peter to pay Paul is in balance, even though wrong. QE is balanced, but doesn't create velocity in money. You can't have long term ZIRP and ignore long term misallocation of capital indefinitely, and make a good argument. The timing of the whole mess coming apart is difficult to know.
    Jan 1, 2015. 12:44 PM | Likes Like |Link to Comment
  • Let Them Eat iPads: Why Wage Suppression Is Key To The Market Puzzle [View article]
    With very large artificial influences such as ZIRP. It isn't a free market system. It's something less than that.
    Nov 19, 2014. 09:00 AM | 1 Like Like |Link to Comment
  • Use Your Illusion I: Prospects For S&P 500 Sales Growth [View article]
    Well done.
    Oct 11, 2014. 04:32 PM | 2 Likes Like |Link to Comment
  • Taming The Markets [View article]
    i read this on its original Jun 27 publish date and made a mental note of its potential implications.
    Jul 7, 2014. 09:11 AM | Likes Like |Link to Comment
  • Jan 2011 - time for a rest [View instapost]
    So far the SPX top is from Jan 18, the date of my last post, at 1296.06. That high may be taken out. Or will the Fed say something of interest this coming Wednesday to change all that.

    This article at Zero Hedge is interesting to say the least: hedgefundmgr.blogspot.com/
    Jan 24, 2011. 10:45 PM | Likes Like |Link to Comment
  • Why I'm Still Bullish on hhgregg [View article]
    Mark
    We have a HHGregg store in my area and I have visited the store. In a past life I was a retail store manager and know my retailers. The merchandising of HHGregg is somewhat different than Best Buy. I consider it to be outstanding. Their sales flyers are very sharp and their prices are fantastic. Presumably they are finding inexpensive retail space in the current economy. (poor). I am long the stock. Lots of growth ahead.
    Oct 12, 2010. 06:17 PM | 1 Like Like |Link to Comment
  • Economy's Down; Market's Up - How Can That Be? [View article]
    chillin - good analysis
    Aug 9, 2010. 01:12 PM | Likes Like |Link to Comment
  • Economy's Down; Market's Up - How Can That Be? [View article]
    King999

    Thanks for your comment
    Aug 8, 2010. 12:05 PM | Likes Like |Link to Comment
  • Economy's Down; Market's Up - How Can That Be? [View article]
    Michael,
    Thanks for your comment.
    Aug 8, 2010. 12:04 PM | Likes Like |Link to Comment
  • Economy's Down; Market's Up - How Can That Be? [View article]
    See my comment to chillinnyc.
    Aug 8, 2010. 12:00 PM | Likes Like |Link to Comment
  • Economy's Down; Market's Up - How Can That Be? [View article]
    It was intended to be very Macro. Large movement in stock prices have been witnessed in a modern economy within a long term secular deflation story. The market ( at least in Japan, at least in the 21 year period depicted) is not a one way street striclty correlated to the long term secular story.
    Aug 8, 2010. 11:59 AM | Likes Like |Link to Comment
  • Economy's Down; Market's Up - How Can That Be? [View article]
    I'm sure there are plenty of businesses that cannot access loans. I tend to think the bigger problem however is a pervasive lack of confidence in fiscal and monetary policy. This includes taxes and the overall cost of doing business. There is $2 trillion in money markets earning nil so its not as if there is no capital.
    Aug 8, 2010. 11:53 AM | Likes Like |Link to Comment
  • How to Play the 'DONK' Financial Bill [View article]
    Brian

    I like your work and appearances on FM. Do you follow work of consumerindexes.com ?
    Aug 5, 2010. 06:00 PM | Likes Like |Link to Comment
  • Uptrend Meets Downtrend: Which Way Will It Go? [View article]
    Alberta
    Thanks for your comments.
    Jul 7, 2010. 07:59 AM | 2 Likes Like |Link to Comment
  • Retail Sales Results Hint at Economic Strength [View article]
    survivor bias means stores that were closed are ignored - retailers post same store sales numbers as a primary metric
    Mar 16, 2010. 06:09 PM | Likes Like |Link to Comment
COMMENTS STATS
21 Comments
27 Likes