SPY Forum Topics
- All Comments on SPY
- General Discussion on SPY
- Impact of Candidates' Tax Plans on Deficit Worsens [view article]
- The Dead Cat Returns to Earth [view article]
- Vacation-Proofing Your Portfolio [view article]
- Bust, Bail, Repeat: The U.S. Enters into an Ever-Worsening Cycle [view article]
- Wall Street Breakfast: Must-Know News [view article]
- The Fed is Fighting a Two Front War [view article]
- A Fed Rate Hike Won't Solve the Current Crisis [view article]
- Ten Bear Market Phases, Current Edition [view article]
- The Lost Decade: S&P Annual Return Just 2.5% Since 1998 [view article]
- Weekly Market Review: Stagflation Story Remains Intact [view article]
- Don't Confuse Correlation with Causality [view article]
- Wall Street Breakfast: Must-Know News [view article]
loading ...Recent SPY Articles
- Vacation-Proofing Your Portfolio
- Sector Performance in the Last Two Bull Moves
- Don't Confuse Correlation with Causality
- Ten Bear Market Phases, Current Edition
- Impact of Candidates' Tax Plans on Deficit Worsens
- Bespoke's Sector Snapshot (7/25/08)
- The Dead Cat Returns to Earth
- Wall Street Breakfast: Must-Know News
- Friday Outlook: Stepping Back
- The Fed is Fighting a Two Front War
- Full List of Articles »
y
Bankruptcies are Booming [view article]
Over the past 80 years, we've had many recessions, many bankruptcies, many financial crisis'. And yet prices on everything continue to skyrocket.Your deflation forecast is laughable.
The CRB just hit another all time high. Commodities and global money supplies are soaring.
Reply
Thursday Outlook: The Inflation Con Game [view article]
GREATHOW TO BRING DOWN INFLATION WE OUT OF GOLD STANDARD
FED FREE TO PRINT MON AND ISSUE BOND EASY TOOL IN HAND OF POLITICS HOW WE BRING PRICES DOWN FISCAL POLICY SOLUTION
MANY WAYS AND MEANS DIRECT AND CONTROL EFFECT MONETARY
NOT EFFECTIVE POLICY . thanks Dr B Reply
y
Inflating Away Debt [view article]
Mish, you've been pounding the deflation drum for years now while prices skyrocket.Gold is at $950, Oil at $100, Platinum at $2100, Wheat at $10.00, college tuition skyrocketing, gasoline skyrocketing, food skyrocketing........
Your deflation argument is a joke.
Reply
Thursday Outlook: The Inflation Con Game [view article]
To 86999, you did not give us any solution, yes, the veto is needed, because we know that the masses in Congress do not work collectively to achieve the best ends for the future, they seek to please the crybaby children in their districts with more entitlements. We need a person in the White House that is very intelligent, very discerning, and who is more concerned with the future than the masses in Congress. We need a person who can lead the masses in Congress to proper policies. You are correct to be worried about tyranny. It is a fine line between having a US president who leads us into the future and having a dictator/ president like Putin. Baby Bush has failed on all accounts. An earlier post said that his legacy will be "saving us from terror". Yes, he was right to hit the terrorists and the Taliban, then he recklessly invaded Iraq on his false data and increased terrorism. Some of us were afraid that the American people were electing a fool, and he proved us right. Not only is he a fool, he is reckless, driving the country over a cliff, denying science, pandering to extremist christians. ReplyThursday Outlook: The Inflation Con Game [view article]
For the first four year, he didn't have to use a veto, b/c the congress was in control already. The veto in a democracy is a shame in its own right; it's more adequate in authoritarian systems. Are we living in Russia? People have no voice. Their voice is muffled by the self-indulging congress to begin with. And then, if sometimes the interest of the people is aligned with the interest of congress, you can see the results, and feel happy as if you have the power; the power of the people, the "by the people, for the people..." kind of illusion. If we were really interested in fixing the system, it doesn't take much to do so. Why is Europe better in their social systems? Now, they seem to work "for the people." Of course, there will be some exceptions, but the standard of living over there is much better than here in the US. ReplyThursday Outlook: The Inflation Con Game [view article]
You guys make me laugh, "why does bush get the blame", "clinton had a republican congress", remember the Bush quote on the big drug entitlement' "get the bill on my desk so I can sign it". He wanted it, he got it, he didn't fund it, he gave the bill to our kids. Period. The war, the same thing. Clinton did not ask for big entitlement spending like bush has. Ever hear of the term "veto". Bush didn't use if for four years. Reading comments like these, I see why the country is going down the drain if this is a sampling of what the public believes. What a shame for our kids. ReplyScheidt
Is the Worst Behind Us? [view article]
HAHA - Dr. Phil here checking in...Sorry if I sounded like I'm sitting on the fence. I do think having a large cash position is wise. Keeping dry powder is important in this volatility. I think the outlook is fairly dour right now but obviously opportunities will always be there. However, investors should pay closer attention to how much risk they are putting on the table.
Thanks for the comments guys - user 138049 and noFate, I'll try to provide a little more clarity in the future. Reply
Is It 1990 All Over Again? [view article]
Well S&P is @ 1350 already. Now if earnings fall to 80 and multiples to 13, that give a scaring 1040, is that yr view? ReplyWall Street Breakfast: Must-Know News [view article]
To All of the commentors! All that I really know is that when I retired, 1999, I could save $1000 per month. Today I run $500 per mo. negative. And I'm one of the fortunate ones. ReplyThursday Outlook: The Inflation Con Game [view article]
It is a completely false assertion that "Clinton and Company" changed the way inflation was calculated. It was factually Alan Greenspan and a grateful Republican Congress who created a shell game to slash $150 million form the Federal Deficit over five years. Greenspan suggested the change in 1995 as a way to trim cost of living adjustments to Social Security beneficiaries, other recipients of Federal benefit programs and retired Government workers.According to the NY Times, “Mr. Greenspan's proposal was greeted enthusiastically by Republicans on Capitol Hill. He appeared to offer a way out of one of their biggest quandaries: how to cut spending on Federal entitlement programs without a specific vote that would clearly tamper with politically sacrosanct Social Security benefits. It would also allow Congress to increase tax revenues at a faster rate without requiring a political death wish: a vote to increase income taxes. …Indeed, House Speaker Newt Gingrich went so far as to threaten to withhold financing from the Bureau of Labor Statistics -- responsible for compiling the monthly consumer price report since 1919 -- unless it changed its approach. (NY Times, Feb. 22, 2008)
Truthfully, it was Speaker Gingrich and the 1990’s Republican Congress who were responsible. Does David Fry intentionally misrepresent the facts or is he just uninformed? Those who would undertake journalism at the very least have an obligation for the truth; and hyperbolic slander has no place in legitimate publications, even if they are online. One should only hope that Mr. Fry is not as cavalier with his investing advice as he is with the truth.
Reply
Percent of Stocks on the NYSE > Than 200 Day Moving Average [view article]
Readers can keep current with this comparison by using charts here: (bottom of page)stockcharts.com/school... Reply
GMO: Stocks Will Lag Historical Average for Next 7 Years [view article]
Why don't they include commodities? (other than timber) ReplyThursday Outlook: The Inflation Con Game [view article]
I'll stay away from the political banter and focus on something else the media almost all get wrong.For the record: Shadow stats is a legitimate and respectable website that I have much confidence in. In the governments cpi figures:none
Humor me and estimate something: how much have prices increased--for real--since 1980? Then apply this back of the envelope calculation to gold, oil, silver.
First: Look at the shadow stats graph of inflation for 1980 through 2008. Look at the SGS alternate line blue) and estimate inflation over that 28 years.
I get 7% if I'm generous,(give or take, no?)
That means, roughly, that prices double every 10 years.
Second, take the high for Gold in 1980 ( chose 850, or 875).
Third, project, (always dangerous) to the end of 2009. Thats 30 years from 1980 to 2009.
30 years divided by 10 years to double and you have three doublings which equals--up by a factor of 8. Yikes!
Fourth, take 8 times 850 and you get $6800 for gold/ounce or if you prefer 8 times 50/ ounce for silver and you get $400.
I don't pretend to predict what will happen--I'm aware of multiple faults in my methodology--I'm merely stating what is possible, given the current environment. People aren't panicked because theyve been lied to, and the media isn't savvy or courageous enough to report it.
But the tsunami of dollars that are circulating in the world will eventually hit our shores (as US Dollar loses its reserve status ever so gradually) and we will see much higher inflation for a decade or more. That is a prediction.
Interesting eh? Reply
Reviewing John Mauldin's Economic Cycles Chart [view article]
We shouldn't listen to the popular "wisdom" of the crowds: houses never decline in value, and commodities are at a peak....riiiiiiiiiiigg... ReplyWall Street Breakfast: Must-Know News [view article]
"Doesn't this mean that the decline in profits when these drugs hit patent expiration will be even sharper?"What it means is that I have already reduced my holdings in Big Pharma. Reply