Vinz Klortho

Stocks vs. Bond ETFs: Will History Repeat Itself?

Tom,

If you're going to ignore the dot.com crash and the 2008 crash, why not just eliminate any period where stocks did badly, and they will outperform bonds by even more?

Or are you saying that everyone should be a market timer and anticipate the larger downward moves in the market?

Vinz

Welcome to the Age of Bountiful Crude Oil - It Should Last About a Month

Sorry, maybe this link will work:

www.simmonsco-intl.com...

Vinz

Welcome to the Age of Bountiful Crude Oil - It Should Last About a Month

Good info about world wide oil reserves, supply, production, etc.
here:

http--simmonsco-intl.com-fil... Las Vegas Conference.pdf

Vinz

Bernanke Brushes Aside Inflation, Focuses on Growth

Rising gas and rice prices don't necessarily mean that we have inflation.

Inflation is an increase in the supply of money, not prices.
Prices CAN be an effect of inflation, but are not the cause.

Amgen: Lost in the Biotech Bargain Bin

Two problems with your analysis:

1) Amgen's future revenues will not be as predictable as they have been in the past.

2) P/E ratios for the markets are very high compared to historical levels. Due to the recession and the deflationary credit crisis, P/E ratios are headed down from the 20's to something more like 8-12.

Either way, Amgen is not the screaming buy you imply that it is.

Vinz

Technology Seen as a World of Duopolies

In the programmable semiconductor market (FPGA's), the duopoly is Xilinx and Altera.