category archives: Market News

  wmc110829b
 

A Reprieve from Misguided Recklessness

  • Written by David
  • August 29, 2011 at 12:29 pm
  • 0

More thought provoking work from John Hussman Ph.D. All text below from article. Bolded text by DGWA. Click for full article here. Valuation Review There are certainly alternative methods of valuation embraced by Wall Street analysts. In particular, many analysts view the market as “cheap” based on forward operating earnings, without any consideration for the [...]

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  TTID
 

(No It’s Not) “This Time Is Different; Eight Centuries of Financial Folly”

  • Written by David
  • August 4, 2011 at 9:57 am
  • 1

This of course being the title of a book that came to market (ever so timely) in 2009.  The book won instant critical acclaim, and to read it for yourself at a later date, click the link below from amazon to order. However, this is not a book review.  Having read the book, the main [...]

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  index
 

What’s eating at these markets?

  • Written by David
  • August 4, 2011 at 8:37 am
  • 0

“America will always do the right thing, but only after exhausting all other options.” …Winston Churchill

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BEA Reports 1Q-2011 and “Great Recession” Far Worse Than We Were Previously Told

  • Written by David
  • August 1, 2011 at 8:25 am
  • 0

Startling revisions to the Nation’s GDP figures. source: http://www.consumerindexes.com Selected text from post of: 28 Jul 2011 10:00 PM PDT. Key ‘take away’ points from the post; Is the BEA data reliable given the magnitude of the revisions and the time it took to revise the data? David Gratke. Link to full post: http://www.consumerindexes.com/2011-07-29_commentary.html “Included [...]

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Are We Headed For A Second Recession?

  • Written by David
  • August 1, 2011 at 8:09 am
  • 0

Sobering and thought provoking views from http://www.streettalklive.com/ Certain text bolded by David Gratke. Click charts to enlarge. Posted by Lance Roberts on Sunday, 31 July 2011 11:55 By Caroline Corbett/Lance Roberts Is a second recession in so short of a time in the offing? It certainly seems that way. The hope for a continued recovery [...]

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Brace Yourself

  • Written by David
  • July 8, 2011 at 6:34 pm
  • 0

The following article from the Big Picture at http://www.ritholtz.com posted July 8, 2011. I have bolded certain text, David Gratke. Brace Yourself Posted By Paul Brodsky On July 8, 2011 @ 9:30 am In Currency,Federal Reserve,Gold & Precious Metals,Think Tank | No Comments The bad news for investors pursuing positive real returns is obvious – [...]

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The Lost Decade for S&P 500 Index, an Update ‘Eleven Years After’

  • Written by David
  • May 24, 2011 at 8:39 pm
  • 0

This work comes from Doug Short. The Lost Decade for the S&P 500 Calculations are from the  March 24, 2000 tech bubble high (The NASDAQ all time high of 5,054) to May 20, 2011. A $1,000 invested in March 2000 has merely grown to $1,070.00 eleven years later, in nominal terms. (not adjusted for inflation; [...]

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Secular Outlook: Navigating the Multi-Speed World, PIMCO

  • Written by David
  • May 17, 2011 at 8:57 am
  • 0

The text below is from PIMCO’s Secular Outlook conference held in May 2011. It was in a previous year’s ‘Secular Outlook’ that PIMCO coined the phrase ‘new normal’ relating to slower global economic growth. As I see it, the main take-away themes from the 2011 conference are: Debt-Still the number one issue around the world. [...]

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The Seven Immutable Laws of Investing

  • Written by David
  • May 3, 2011 at 9:08 am
  • 0

A great article for all investors, in particular, I find ‘laws’ 1, 2, 3,4 and 5 of great importance given current market levels, and current market valuations, for both stock and bond markets. (from www.ritholtz.com March 23, 2011) By James Montier In my previous missive I concluded that investors should stay true to the principles [...]

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USA Inc.is a non-partisan report that looks at the U.S. federal government (and its financials) as if it were a business.

  • Written by David
  • March 3, 2011 at 9:33 am
  • 0

Interesting work from Kleiner Perkins Caufield & Byers partner Mary Meeker as follows…. “USA Inc. is a non-partisan report that looks at the U.S. federal government (and its financials) as if it were a business. Mary Meeker, partner at KPCB and former financial analyst at Morgan Stanley, created and compiled the report with the goal [...]

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