Bespoke BullSh*t's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/140951/comments http://seekingalpha.com/article/112076-proshares-short-etf-short-term-capital-gains-distributions?source=feed#comment-337829 337829 Wed, 24 Dec 2008 18:46:33 -0500 http://seekingalpha.com/article/104178-the-day-after-is-the-honeymoon-already-over?source=feed#comment-298779 298779
Seriously, why do these guys still post this nonsense and look at things in vacuum?]]> Wed, 05 Nov 2008 13:05:16 -0500
Seriously, why do these guys still post this nonsense and look at things in vacuum?]]> http://seekingalpha.com/article/98267-three-stocks-we-re-long-with-high-conviction?source=feed#comment-272225 272225 Thu, 02 Oct 2008 20:38:05 -0400 http://seekingalpha.com/article/86180-financials-how-and-when-we-reached-the-bottom?source=feed#comment-211479 211479 Tue, 22 Jul 2008 10:32:38 -0400 http://seekingalpha.com/article/86118-asset-class-correlations?source=feed#comment-211369 211369 Tue, 22 Jul 2008 08:48:33 -0400 http://seekingalpha.com/article/77304-s-p-500-historical-trailing-12-month-p-e-ratio?source=feed#comment-168315 168315
I can't claim that I know with "precise certainty" what the author meant, you can so you must know something more than I do.
My point was that the statistical correlation was weak at best and for you imply that the index will remain stagnant, based on what you read on this post, is overreaching.
If you believe that markets are unpredictable by nature, than this type of analysis is not only useless but dangerous even. If you believe that trailing P/E ratios can indicate the general direction of the markets, best of luck to you.]]> Thu, 15 May 2008 16:34:45 -0400
I can't claim that I know with "precise certainty" what the author meant, you can so you must know something more than I do.
My point was that the statistical correlation was weak at best and for you imply that the index will remain stagnant, based on what you read on this post, is overreaching.
If you believe that markets are unpredictable by nature, than this type of analysis is not only useless but dangerous even. If you believe that trailing P/E ratios can indicate the general direction of the markets, best of luck to you.]]> http://seekingalpha.com/article/77304-s-p-500-historical-trailing-12-month-p-e-ratio?source=feed#comment-167656 167656 ]]> Wed, 14 May 2008 17:00:28 -0400 ]]> http://seekingalpha.com/article/74920-sell-in-may-and-go-away?source=feed#comment-159610 159610 Wed, 30 Apr 2008 15:59:28 -0400 http://seekingalpha.com/article/72422-10-reasons-to-be-bullish-on-stocks?source=feed#comment-151285 151285 What I hate the most about perma bulls is their absolute conviction in the long term direction of the stock market. Until they are smacked down hard, like they were in 2001 or until a Japan comes along, which has been in a bear/sideways market for the last 18 years. It's just goes to show you that we never learn from the past.
Amazing really.]]> Tue, 15 Apr 2008 17:07:53 -0400 What I hate the most about perma bulls is their absolute conviction in the long term direction of the stock market. Until they are smacked down hard, like they were in 2001 or until a Japan comes along, which has been in a bear/sideways market for the last 18 years. It's just goes to show you that we never learn from the past.
Amazing really.]]> http://seekingalpha.com/article/72159-lessons-from-the-best-ever-hedge-fund-manager?source=feed#comment-150596 150596 Mon, 14 Apr 2008 16:23:14 -0400 http://seekingalpha.com/article/71210-market-response-to-last-15-non-farm-payroll-reports-negative?source=feed#comment-136561 136561
You keep posting "statistical research" with data from 1,2-5 years. In this case 13 months. It is entirely meaningless so please stop it. 13 months of data in decades of market existence is absolutely meaningless.]]> Fri, 04 Apr 2008 11:52:32 -0400
You keep posting "statistical research" with data from 1,2-5 years. In this case 13 months. It is entirely meaningless so please stop it. 13 months of data in decades of market existence is absolutely meaningless.]]> http://seekingalpha.com/article/70115-have-recent-crises-blown-a-hole-through-modern-financial-theory?source=feed#comment-132302 132302
1. The "discontionuesness" (word of the year) in market prices and lack of liquidity are not unique characteristics of today's markets. Actually market practitioners and academia have touched on these subjects before (Mandelbrot for one, Schiller another). The only thing that changes are the intricate details of what causes lack of liquidity and jumps in market prices.

2. Black-Scholes formula of pricing options is still, unfortunately, the basis for most derivative pricing. Unless this changes, we'll keep seeing these types of blow ups from time to time, from LTMC to Bear Stearns. The markets are fractals and do not feet the "Bell Curve" (the basic assumption of Black Scholes) the sooner we learn this the better for us.]]> Thu, 27 Mar 2008 08:45:24 -0400
1. The "discontionuesness" (word of the year) in market prices and lack of liquidity are not unique characteristics of today's markets. Actually market practitioners and academia have touched on these subjects before (Mandelbrot for one, Schiller another). The only thing that changes are the intricate details of what causes lack of liquidity and jumps in market prices.

2. Black-Scholes formula of pricing options is still, unfortunately, the basis for most derivative pricing. Unless this changes, we'll keep seeing these types of blow ups from time to time, from LTMC to Bear Stearns. The markets are fractals and do not feet the "Bell Curve" (the basic assumption of Black Scholes) the sooner we learn this the better for us.]]> http://seekingalpha.com/article/65191-10-year-government-bond-yield-comparison-a-global-view?source=feed#comment-117231 117231 Tue, 19 Feb 2008 16:20:43 -0500 http://seekingalpha.com/article/63802-tech-sector-valuation-back-to-historical-lows?source=feed#comment-115329 115329 Fri, 08 Feb 2008 16:52:02 -0500 http://seekingalpha.com/article/62298-time-to-reconsider-reit-etfs?source=feed#comment-113774 113774
Let's wait longer than one month before jumping on the REIT bandwagon. The crisis is far from over and REITs are to be affected the same.]]> Wed, 30 Jan 2008 23:28:27 -0500
Let's wait longer than one month before jumping on the REIT bandwagon. The crisis is far from over and REITs are to be affected the same.]]> http://seekingalpha.com/article/61091-apple-reports-q1-beats-consensus?source=feed#comment-112284 112284 Tue, 22 Jan 2008 17:15:39 -0500 http://seekingalpha.com/article/60435-rotation-to-financials-retail-may-have-begun?source=feed#comment-110923 110923 Wed, 16 Jan 2008 19:10:56 -0500