Fundamental Valuation: How Low Could We Go? [View article]
I think it's safe to say that the current 12 mo. P/E valuations can be thrown out the window. No one knows what earnings will be like in the future and as far as I can tell, most analysts are still predicting rising earnings for most sectors/stocks. Earnings forecasts still have a long way to fall and the earnings being reported right now are lagging indicators and not worth much.
John Hussman: Market Poised for High Returns [View article]
I know a lot of people who pertaining to question 3. I also know of a lot of job cuts and losses in my area. I think your blind optimism is leading you down a path of denial...
I am glad everyone is calling a bottom, it makes me even more confident that we have not bottom and people who go long here are just setting up a horrible risk/reward trade.
Owen if you don't think we are in a recession then you are probably one of those people who believe the GDP Deflator was 1.2% last quarter. When this is all said and down you and people like you will be known as "bagholders." Congratulations.
What the Hedge Funds' Bad September Could Mean for Markets [View article]
Good article, the flushing out of all these hedge funds is a natural correction. The days of easy money is gone and these people need to get real jobs that add physical value to the economy and not paper profits.
I agree that eventually the US will fall from grace, but is it this time? I give it a 60-70% chance that it is. There are no guarantees, the US gov't could keep putting it off by issuing more debt. Eventually though we will collapse under so much debt. What happens to all the other countries that own so much of our debt?
U.S. Dollar Paradigm Shift Underway [View article]
I think you missed the point their Bob, he is saying don't be long in commodities while their already at the top and don't short the US dollar when it is already at the bottom.
John Hussman: Multiples Come Back to Earth [View article]
He is right, we wont see 600 on the S&P, we will skip right over 600 level straight to the 500 level.
Valuations, Bearish Sentiment Point to Important Market Low [View article]
"appear to be", lol....
Fundamental Valuation: How Low Could We Go? [View article]
John Hussman: Market Poised for High Returns [View article]
The Crash of 2008 [View article]
The Die Is Cast [View article]
What the Hedge Funds' Bad September Could Mean for Markets [View article]
Hank Paulson: Leading Us to the Next Bull, Soon [View article]
The Great Consumer Crash of 2009 [View article]
Preparing for the Fall [View article]
U.S. Housing: The Big Picture by the Numbers [View article]
U.S. Dollar Paradigm Shift Underway [View article]