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  • Sell, Sell, Sell... The Central Bank Madmen Are Raging [View article]
    WM,
    Do you have any stats to show that? that total shares o/s are less today than in 2006 ? That is not a foregone conclusion by any stretch of the imagination... Executive compensation and shares issued that were brought back, new shares issued/new companies(Alibaba,etc.), and other factors.
    Dec 2, 2014. 08:27 PM | Likes Like |Link to Comment
  • The Real Reason Saudis Didn't Cut Oil Production [View article]
    MV,
    Oil has always been volatile and would not expect that to change over the coming decades either.
    Dec 2, 2014. 02:02 PM | Likes Like |Link to Comment
  • Equity Investing Or Index Investing [View article]
    all good points and very very true with investments a decade or more ago
    Dec 2, 2014. 01:32 PM | 3 Likes Like |Link to Comment
  • Irrational Exuberance - Descriptive Superlatives Exhaustion Point Is Reached [View article]
    Agreed .. very helpful to see comparisons of the numerous different measures over longer time frames.
    Nov 27, 2014. 01:51 PM | Likes Like |Link to Comment
  • Sell, Sell, Sell... The Central Bank Madmen Are Raging [View article]
    Todd,
    Precisely ... timing is everything, and so hard to get right. But one can be somewhat close and recognize when markets are substantially over or under valued.
    Nov 25, 2014. 09:37 PM | Likes Like |Link to Comment
  • Corporate Profits And Market Peaks - Are We There Yet? [View article]
    agreed ... always helpful to see some comparative analysis such as this article.
    Nov 25, 2014. 11:25 AM | Likes Like |Link to Comment
  • Study: Long-Term Rise In The Dollar Does Not Bode Well For Gold [View article]
    Exactly ... good overview of the important relationships over extended periods of time.
    Nov 25, 2014. 11:18 AM | Likes Like |Link to Comment
  • Deformations On The Dealer Lots: How The Fed's ZIRP Is Fueling The Next Subprime Bust [View article]
    David,

    LOL ... "inflation is desirable" ....
    And who exactly is inflation desirable to ???? Certainly NOT to me and certainly not to the vast majority of American citizens.

    The recommendation ought to be that inflation advocates such as yourself ought to get the privilege of paying the inflated higher prices for things, and let the rest of us enjoy the benefits of lower prices that can and should result from deflation, productivity, efficiency, and the such similar measures.

    We recommend a two tier pricing system with "inflated prices" clearly shown and a new inflation tax clearly stated whereby all stated and vocal advocates of inflation are legally mandated to pay the higher inflated prices.

    For the rest of society to have to pay for your folly and misguided views is simply wrong. Have the courage of your convictions ... walk the talk ... and pay for your own folly. Don't ask everyone else to subsidize your misguided views on inflation.
    Nov 23, 2014. 10:48 AM | 3 Likes Like |Link to Comment
  • The Trouble With Porosity And Prosperity [View article]
    interesting that debt repudiation is never seriously discussed. Would that be because the debt is mostly owned by the top 1% of the world wealthy? And central banks and governments exist to protect their interests?
    Nov 21, 2014. 08:17 PM | Likes Like |Link to Comment
  • Sell-Off Coming - Prepare Accordingly [View article]
    Jeff,
    Yet multiple measures that had stood the test of time over many decades of market history show the market is very significantly overvalued today.
    These include for example:
    1) Price/Revenue
    2) Torbin's Q
    3) Market capitalization of non financial equities/nominal GDP
    4) Price/10 year inflation adjusted earnings
    5) Price/10 year earnings adjusted for profit margins
    6) Price/normalized forward operating earnings.

    All of these time tested measures are broadly in agreement that the market is substantially overvalued and they have an excellent track record for many decades of market history.

    And what is the track record of your measure "risk premium" in showing when markets have been significantly over/undervalued over many decades? If there is any record there at all for it .. I have never seen it shown or compared to any other time tested methods. If you have a link to show that, please feel free to post it and show how accurate that measure has been over many decades of market history. Ultimately that is what matters, how accurate is a measure over multiple time periods.
    Nov 15, 2014. 05:56 PM | Likes Like |Link to Comment
  • Contemplating Stocks Without QE [View article]
    RS,
    All seems quite obvious to those who will look. But what, if anything, will ever be done about it. Free markets .. what free markets?? Massively manipulated markets for the benefit a small elite.
    Nov 15, 2014. 03:01 PM | 1 Like Like |Link to Comment
  • Should Asset Bubbles Be A 'Top Concern'? [View article]
    Some good observations by the author .. but could it summarized by the age old adage "power corrupts and absolute power corrupts absolutely". The Fed (and other central banks) is a perfect example of that.
    Nov 15, 2014. 02:45 PM | 1 Like Like |Link to Comment
  • Take Cover Now - They Don't Ring A Bell At The Top [View article]
    Very true . .but also very costly for those who sit out the massively manipulated markets for years. The Fed and other central banks have made deliberate decisions to rob savers and non-risk takers and reward speculators and gamblers. That tells you what pyscopaths central bankers really are.
    Nov 15, 2014. 02:28 PM | 5 Likes Like |Link to Comment
  • Misperceptions About Hayek: A Response To Soros [View article]
    great comment about "free markets" vs. "controlled markets" ... and so very representative of what is reality today.
    Nov 15, 2014. 12:25 PM | Likes Like |Link to Comment
  • Company Profits And Stock Prices Can Fall Without The Fed Tightening  [View instapost]
    Very interesting summary and makes perfect sense. As always, timing is difficult to "predict", but do believe that you will be correct. The question is when?
    Nov 15, 2014. 12:00 PM | Likes Like |Link to Comment
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