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Kirk Lindstrom

 
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  • Adding Corporate Profits To The Market Cap-GDP Ratio [View article]
    Interesting. Thanks.
    Aug 27 10:08 AM | Likes Like |Link to Comment
  • Adding Corporate Profits To The Market Cap-GDP Ratio [View article]
    I would think you need to look at alternatives to stocks for any discussion like this. Usually people start with the 10-yr US Treasury or CDs.

    I recall taking profits out of growth stocks in 1999 and 2000 and getting CDs paying over 5%. See "Historical CD Rates" at http://bit.ly/1AQYbXx

    The historical data http://bit.ly/1AQYeCU shows 6-month CDs were paying 6.36% in March 2000!

    What can you get now for CDs or USTs with terms of months to years?

    I think much of move in stock prices is to companies that pay a decent dividend.

    What if you normalize your chart to 10-yr treasury rates?
    Rates at a glance: http://bit.ly/L5ueZi
    Aug 26 10:50 AM | Likes Like |Link to Comment
  • How to Play Expected Inflation From the TIPS Spread [View article]
    It turns out I was right.

    "I also believe it is a good time to own equities including SPY, the exchange traded fund for the S&P500, for both inflation protection and income."

    Today SPY broke 200 and the S&P500 broke 2,000 for the first time ever.

    See "SPY Breaks 200 - S&P500 breaks 2,000" at http://bit.ly/1qbPx13
    Aug 25 10:30 AM | 1 Like Like |Link to Comment
  • U.S. Debt At 102% Of GDP Hits Another Record... Is It Time To Buy Gold? [View article]
    CONSUMER PRICE INDEX – JULY 2014
    8:30 a.m. (EDT) Tuesday, August 19, 2014

    The Consumer Price Index for All Urban Consumers (CPI-U) increased
    0.1 percent in July on a seasonally adjusted basis, the U.S. Bureau
    of Labor Statistics reported today. Over the last 12 months, the all
    items index increased 2.0 percent before seasonal adjustment.

    The index for all items less food and energy rose 1.9 percent over the
    last 12 months, the same figure as for the 12 months ending June. The
    energy index has increased 2.6 percent, and the food index has risen 2.5
    percent over the span.

    http://1.usa.gov/rFGzWe
    Aug 19 10:54 AM | Likes Like |Link to Comment
  • U.S. Debt At 102% Of GDP Hits Another Record... Is It Time To Buy Gold? [View article]
    "Good idea; that chart put things in perspective, so I don't have to be on my high horse of ignorant misunderstanding. I apologize to you."

    Apology accepted. Good discussion too.
    Aug 17 01:22 AM | Likes Like |Link to Comment
  • U.S. Debt At 102% Of GDP Hits Another Record... Is It Time To Buy Gold? [View article]
    Anneec, I hate to argue with someone who has a degree in math and is my elder but I'll stick to my calculation which seems to match the St. Louis Fed's calculations.

    See "Federal Debt: Total Public Debt as Percent of Gross Domestic Product" at http://bit.ly/130gE1N

    Tell you what, convince the Fed your math is correct and I'll update my article.

    Otherwise, maybe I should add that chart to my next article so others don't get confused by this new math of yours.
    Aug 16 10:36 AM | Likes Like |Link to Comment
  • What Is Sprouts Worth? [View article]
    Excellent analysis. I have SFM on my short list of stocks to consider if we get a huge bear market and my asset allocation screams buy great companies at bargain levels as we might get more than your 31% DISCOUNT as often happens. It is how I bought GOOGL for $310 after it first hit $700s.

    I too mostly shop there and only go to Safeway when I get better advertised deals on meat and Dave's Organic bread is $4 at Safeway vs $6 at SFM. SFM has produce at half the price of Safeway... maybe that is their loss leader to get you in the door and make the profit on the specialty items many seem to pick up.... Unlike WFM, I get the impression SFM wants to sell you healthy food at a reasonable price while the other acts like they know some don't care how much they pay for perceived health and they profit from it.
    Aug 13 01:25 PM | 2 Likes Like |Link to Comment
  • U.S. Debt At 102% Of GDP Hits Another Record... Is It Time To Buy Gold? [View article]
    Good point! I think the first step to getting the public to understand the problem is a sober analysis of the data without political posturing.

    Also, welcome to Seeking Alpha. It is an honor my post inspired you to make your first comment.
    Aug 13 01:03 PM | 2 Likes Like |Link to Comment
  • U.S. Debt At 102% Of GDP Hits Another Record... Is It Time To Buy Gold? [View article]
    BTW, I gave links to the sources for my numbers showing total debt and current dollar GDP in the article running about $17T. I'm pretty sure my math (used Excel to do the calculation) is correct.
    Aug 13 12:21 PM | 1 Like Like |Link to Comment
  • U.S. Debt At 102% Of GDP Hits Another Record... Is It Time To Buy Gold? [View article]
    I agree! It is why I am working to get the actual data out to the public without MSNBC or Fox putting their political spin on it.

    Also, welcome to Seeking Alpha. It is an honor my post inspired you to make your first comment.
    Aug 13 12:17 PM | 1 Like Like |Link to Comment
  • U.S. Debt At 102% Of GDP Hits Another Record... Is It Time To Buy Gold? [View article]
    I guess you are using some of that new math as I sure don't understand what you are trying to say.

    Also, welcome to Seeking Alpha. It is an honor my post inspired you to make your first comment.
    Aug 13 12:16 PM | 1 Like Like |Link to Comment
  • U.S. Debt At 102% Of GDP Hits Another Record... Is It Time To Buy Gold? [View article]
    Here is your opportunity to educate millions who believe what I say.

    "I am left feeling that the author does not really understand the subject, QE is not the same as printing money."

    Other than the fact a computer is used rather than an actual printing press to create funds to buy government debt, how would you explain where the money comes from?

    Thank-you in advance for your answer.

    Also, welcome to Seeking Alpha. It is an honor my post inspired you to make your first comment.
    Aug 13 11:56 AM | Likes Like |Link to Comment
  • U.S. Debt At 102% Of GDP Hits Another Record... Is It Time To Buy Gold? [View article]
    You're welcome and thanks for the comment. Have you tried to calculate the inflation rate for your personal basket of goods? I agree some items are up over 100% in the last 10 to 15 yrs, such as water bills in California. Much of the gains are to pay for restoring neglected infrastructure and growing percentage of pension costs to the overall costs are more retire and live longer. My own basket of "must have" items like mortgage, food, water, power, gasoline, insurance, health care, etc. may be fairly close to the "official number" since the total mortgage payment to service interest on the debt is down enough to offset much of those gains. If you were a renter over this period, then you'd see the opposite with soaring rents.

    I may have to add "renters" to the list of those paying a hidden tax via the Fed keeping interest rates artificially low. BTW, I own and recommended REITS in my investment letter so we benefited GREATLY from this effect. I don't gloat as it hasn't been pleasant for renters, especially those in the SF Bay Area. A new building near me, built on an old SEARS parking lot and just up the street from Google HQ has 2b/2b units for rent at over $4,000 a month! The homes are in Mountain View but the kids will go to school in Los Altos where the average house will be asked to pay about $600 a year in extra taxes to service a bond to build more schools. If that bond measure passes, there goes our (homeowners) better personal inflation rate.
    Aug 13 11:51 AM | Likes Like |Link to Comment
  • U.S. Debt At 102% Of GDP Hits Another Record... Is It Time To Buy Gold? [View article]
    Did you mean "HIGH Inflation isn't going to happen?"
    We already have inflation running at 2.1% and the fed said it will run higher....

    I agree we should not have high inflation but eventually the Fed will raise rates and not cause a recession as the new taxes on new jobs will pay the higher interest payments on the National Debt. Since the debt is so large, they will not raise rates quickly.
    Aug 13 05:26 AM | 1 Like Like |Link to Comment
  • U.S. Debt At 102% Of GDP Hits Another Record... Is It Time To Buy Gold? [View article]
    I split a bullet into two but somehow left part of it in the first one. I submitted this request:

    Please change summary bullet from:

    "The US budget Deficit grew another $95 billion in July 2014 to a record $17.7 trillion."

    to

    "The US budget Deficit grew another $95 billion in July 2014"

    The total national debt is $17.7T, correctly stated in the 4th bullet....
    The title should read
    " U.S. Debt At 102% Of GDP Hits Another Record... Is It Time To Buy Gold?"
    Thanks for spotting this!
    Aug 13 05:15 AM | Likes Like |Link to Comment
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