nitroae23

Global P/E Ratios: How the U.S. Stacks Up

S&P current year P/E is a joke!They'll be lucky to make $65 this year,which puts us at 20.75,with inflation going up,up and away,thats coming down to the low teens,implications for the market are obvious.

Financials, Consumer Discretionary to Drag Down Q1 EPS Growth

Anytime Energy leads the way in profits,we're screwed,its a tax on every other sector

Fed Rate Cut: What Happens When We Get to Zero?

2.25% Fed Funds rate,2.5%-3% inflation,aren't we already at zero?

Market Not Buying Forward P/E Estimates

Wait til we see how much off balance stuff comes back onto the books!Credit bubble will be FAR worse for stocks than a speculative bubble in equities themselves.It will dry up business and earnings growth (read P/E) like a desert wadi in summer.Market IS pricing in lower earnings,but will need to do 10-30% more.

Public Employee Pensions are Going the Way of the Model T

Pension plans are a plague every municipal planner has to deal with,the quicker they die,the better.Big 3/UAW share equal parts of blame for the pile of dog poopies our auto industry is in,Big 3 for buying labor peace at all cost,UAW for slaying the fatted calf,P.S. In an earlier time,I was a union steward/organizer,but NEVER a syncophant!

Rate Cuts and Inflation: Linkage Overblown?

Vikram,brother,is this the "New Economy" that I heard so much about in 2000?Is it finally here,phew,that was quite a wait!!! So called emerging markets are intimately linked to ours,as we go down,they'll go down MORE,decreasing confidence in the coin of the realm by devaluing it will only escalate things and increase inflation as most if not all commodities are priced in dollares sic!

Rate Cuts and Inflation: Linkage Overblown?

Volcker will be suprised to hear his raising of fed funds through the roof in the 80's might not have had anything to due with inflation becoming a non factor for the next generation,how old are you?