Dave the rave

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Tue Sep 9th 14:49 PM | Rating: 0 0
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Palin, On the Ongoing Financial Crisis

The sad part is that Obama, Biden and McCain all basically agreed with her statement. We better hope for divided government....
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Tue Nov 27th 19:55 PM | Rating: 0 0
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The Market's Back-to-Back Streak

Please post the answer and calculation method when you have a chance. Thank you. David
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Tue Oct 23rd 10:30 AM | Rating: 0 0
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Eight Notes on Insurance, Economics, and Value Investing

I would be interested in what insurance to buy. Thanks for the always interesting posts!
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Tue Jul 24th 19:01 PM | Rating: 0 0
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Intermediate-Term Market Outlook Shifts To Bullish

I would definitely be interested in more details about the basis for the model.
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Fri Jul 20th 18:21 PM | Rating: 0 0
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Through the Looking Glass: Alice in Liquidity Land

I enjoyed the article, but would like to suggest another meaning for "awash with liquidity". I think it might refer to the huge amount of dollars looking to be invested from Asia (trade surpluses) and the OPEC countries (oil revenues). Whether this constitutes the potential for a bubble, I am not sure. I consider it more of a growth in the US$ as the preferred currency for savings storage. If that changes, we might look back on it as a bubble. However, it is by no means clear to me that it needs to change anytime soon (i.e. in the next few years).
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Mon Oct 9th 16:29 PM | Rating: 0 0
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The Current Bull Market: Stocks Up Significantly Less During Earnings Season

First, we should annualize based on how much of the time are we in "earnings season" versus outside "earnings season". Second, in a bull market earnings have been strong. Its possible that investors have been buying the rumor of strong earnings and selling the news of it. Third, I wonder what a larger sample would show....
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Sun Oct 1st 11:31 AM | Rating: 0 0
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Questioning Questioning the Bull

It is usually better for bull markets when a "wall of worry" exists. That tells me the market can still run a little further. Also, a big difference between this inverted yield curve, and the one in 2000, is that today's is driven by global US$$ liquidity, (i.e. China/Japan/India trade surplus, Mid-East oil revenues), pushing long rates down. Those same "technical" liquidity factors could be pushing stocks higher.

David
Tenafly, NJ
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