gordon

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

The author mentions "forward p/e" in the first line, then "current & trailing", then "FORWARD" is assumed to be current on the charts? TERRIBLE writing, becoming more common on this site. Are you assuming Wall St. estimates of earnings growth (other than financials) going forward? No way. That puts the FORWARD p/e well over 20, maybe as high as 25 on the S&P.

David Fry's Market Outlook for Thursday

So, the gov't is in affect swapping billions in repo "loans" for the bank's mortgage securities, so they will NEVER be marked to market? If so, quite a bailout scam.

David Fry's Market Outlook for Wednesday

Here's a story indicating a fund of hedgefunds can't get their money market funds, I moved to a gov't-insured- only mm. wallstreetexaminer.com...

David Fry's Market Outlook for Friday

If I understand your question, I got out of equity leveraged CEFs, ie: IGD looks like a global equity CEF paying 9%, but you could see the charts breaking down (look at RMH) the reason is most are leveraged 30-40% using CDOs or interest-rate swaps, I use etfconnect.com to see what their bonds are and how much leverage, almost all those have leverage hidden in there in the fine print, and will likely cut dividends, if not already.