Dow 15,000 Will Be Here Sooner Than You Think [View article]
"Remember in 03 and 04 when we had our ‘jobless recovery’? Markets did great and the economy did only pretty good. Look for that again this year."
Erm, markets did great in 03, yes, in percentage terms, from low to high, but that said they only recovered up to early 02's high after having cratered by 30+% throughout 02, and indeed in 04 they did nothing but go sideways. But, in any case, are we at the same stage in the cycle now as we were then (i.e. in early 03)? Have the markets dropped by 30% (yet)? Are the issues being faced the same as they were back then? Er, it looks to me like it's no, no and no. So, maybe you're right, but maybe, you're wrong.
Observations: 107 Adjusted R 25.8% Intercept Coefficient 10.2% PE Coefficient -.95% Positive January Return Coefficient 21.9%% PE Coefficient P Value 6.7-4 Positive January Coefficient P Value 3 .9-8 F 19.7
Yeah, and what do these numbers mean (er, apart from "Observations"...I can figure that one out myself)? I did maths A level, but that did not include statistics (that being what thickos elected for, or so I was told), so this is mumbo jumbo to me, and doubtless many others, and consequently the usefulness of what looks like a potentially useful piece of work has been severely compromised. You don't have to write a statistics 101, but a line or two on each type of statistic would assist greatly.
What Bull Market? A Closer Look at the Most Recent “Bull” Run [View article]
"With the Dow breaking down this year in cash terms, an overspent US consumer with no more equity left to pull out of their homes, and a fed chairman who can not come to the rescue (without causing a currency crisis), I sense major trouble ahead."
How many times have we heard this already, and after having to wade through all those charts to boot?
Frankly, what is the point of showing the Dow relative to oil? The sheer pointlessness of it all......
Bank of Japan vs. the Fed [View article]
please link to a larger version.
Dow 15,000 Will Be Here Sooner Than You Think [View article]
Erm, markets did great in 03, yes, in percentage terms, from low to high, but that said they only recovered up to early 02's high after having cratered by 30+% throughout 02, and indeed in 04 they did nothing but go sideways. But, in any case, are we at the same stage in the cycle now as we were then (i.e. in early 03)? Have the markets dropped by 30% (yet)? Are the issues being faced the same as they were back then? Er, it looks to me like it's no, no and no. So, maybe you're right, but maybe, you're wrong.
Remember The 3-Alarm Sell Signal? [View article]
ftalphaville.ft.com/bl.../
A Twist on the 'January Effect' [View article]
Adjusted R 25.8%
Intercept Coefficient 10.2%
PE Coefficient -.95%
Positive January Return Coefficient 21.9%%
PE Coefficient P Value 6.7-4
Positive January Coefficient P Value 3 .9-8
F 19.7
Yeah, and what do these numbers mean (er, apart from "Observations"...I can figure that one out myself)? I did maths A level, but that did not include statistics (that being what thickos elected for, or so I was told), so this is mumbo jumbo to me, and doubtless many others, and consequently the usefulness of what looks like a potentially useful piece of work has been severely compromised. You don't have to write a statistics 101, but a line or two on each type of statistic would assist greatly.
Why Stocks Will Struggle in 2008 [View article]
How Much Liquidity is Enough? [View article]
What Bull Market? A Closer Look at the Most Recent “Bull” Run [View article]
How many times have we heard this already, and after having to wade through all those charts to boot?
Frankly, what is the point of showing the Dow relative to oil? The sheer pointlessness of it all......