tag:blogger.com,1999:blog-6616959642391988608.post1647498073470499858..comments2024-03-28T00:18:25.641-07:00Comments on Calafia Beach Pundit: Retail sales make a comebackScott Grannishttp://www.blogger.com/profile/14028519647946868684noreply@blogger.comBlogger4125tag:blogger.com,1999:blog-6616959642391988608.post-83856857665662371512010-12-14T12:57:04.211-08:002010-12-14T12:57:04.211-08:00Scott-
what do you make of the rout that continue...Scott-<br /><br />what do you make of the rout that continues in the bond market? seems that retail is burned yet again, while Wall St walks away with a nice steep curve to print money. What a shame I tell you, what a shame indeed.acrossthecurvehttps://www.blogger.com/profile/16425254934059527965noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-74656463668170509602010-12-14T12:01:07.062-08:002010-12-14T12:01:07.062-08:00There is an interesting correlation
between the ye...There is an interesting correlation<br />between the year over year building<br />materials,Garden supply and other<br />supply retail sales number and year over year housing prices. This time the foreclosed inventory<br />will likely weigh on the relationship BUT the yr over yr<br />Building material number is +12% and this should support housing prices.broderohttps://www.blogger.com/profile/12296214283216386700noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-78157901543462016032010-12-14T11:28:56.974-08:002010-12-14T11:28:56.974-08:00OT but earnest q's:
1. Burton Malkiel in toda...OT but earnest q's:<br /><br />1. Burton Malkiel in today's WSJ argues for investors allocating more to China stocks. Yet, I am getting wary of China--very weak shareholder rights, an increasingly truculent political leadership. Something doesn;t smell right lately. Comemnts?<br /><br />2. Bonds. Dump bonds for the meantime? Rates going up?Benjamin Colehttps://www.blogger.com/profile/14001038338873263877noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-5099609180737369032010-12-14T10:23:18.430-08:002010-12-14T10:23:18.430-08:00"the question now becomes how much stronger t..."the question now becomes how much stronger the economy will be next year." <br /><br />Hear, hear. And I think we see sustained equity and property market rallies. <br /><br />With inflation dead and interest rates low (tons of capital needs a home), this rally could have more legs than a centipede.Benjamin Colehttps://www.blogger.com/profile/14001038338873263877noreply@blogger.com