tag:blogger.com,1999:blog-6616959642391988608.post1745621614661962133..comments2024-03-28T00:18:25.641-07:00Comments on Calafia Beach Pundit: Dollar, gold, commodities, stocks, and bonds dance to the same tuneScott Grannishttp://www.blogger.com/profile/14028519647946868684noreply@blogger.comBlogger6125tag:blogger.com,1999:blog-6616959642391988608.post-31499638068755027002014-11-13T10:13:34.397-08:002014-11-13T10:13:34.397-08:00I believe there is significant upside potential in...I believe there is significant upside potential in the U.S. economy that can be unleashed by intelligent, pro-growth policies. And I believe there is a decent chance that we will see such policies in the years to come.Scott Grannishttps://www.blogger.com/profile/14028519647946868684noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-13144983466142724332014-11-13T09:32:40.753-08:002014-11-13T09:32:40.753-08:00Scott, do you agree that real working wages, real ...Scott, do you agree that real working wages, real home values, and the employment to population ratio will not improve over the balance of the 21st century?McKibbinUSAhttps://www.blogger.com/profile/10545798495680527622noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-44671448471613545072014-11-13T07:27:29.378-08:002014-11-13T07:27:29.378-08:00What's interesting is that the reason people a...What's interesting is that the reason people are not feeling good about economic growth is that for most of them there is a stronger sense of uncertainty. The reality is that mean income (not average) keeps on falling, today the top 1% own as much as the bottom 90%, new jobs are part time or low skills/low wages -- the average new job pays 30% less than it did 5 years ago!<br /><br />How canFrozen in the Northhttps://www.blogger.com/profile/04901959687094626879noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-47128055433843967282014-11-12T18:22:04.336-08:002014-11-12T18:22:04.336-08:00The Wall of Worry is Passe'
Dr Ed Yardini rec...<b>The Wall of Worry is Passe'</b><br /><br />Dr Ed Yardini recently asked the question: "Is Sentiment Too Bullish?" pointing out that Schaeffer's Investor's Intelligence Bull/Bear Ratio hit a recent high of 4.22 during the week of September 2. During the week of October 21 it fell to a low of 1.94 during the correction but rebounded to 3.62 by the week of November 6th. Williamhttps://www.blogger.com/profile/04418491109912775561noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-61948395896361387732014-11-12T04:20:58.484-08:002014-11-12T04:20:58.484-08:00OECD Composite Leading Indicators
12/11/2014 - Co...<b>OECD Composite Leading Indicators</b><br /><br />12/11/2014 - Composite leading indicators (CLIs), designed to anticipate turning points in economic activity relative to trend, point to continued weak growth in Europe but stable growth in most other major economies and in the OECD as a whole.<br /><br /><b>Amongst major economies stable growth momentum is anticipated for Canada, the United Williamhttps://www.blogger.com/profile/04418491109912775561noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-86039629830827400932014-11-11T23:21:53.025-08:002014-11-11T23:21:53.025-08:00Hard to argue with such an insightful wrap-up.
I ...Hard to argue with such an insightful wrap-up.<br /><br />I think the worry is this---inflation and interest rates are dead, and we are five years into "recovery."<br /><br />Any slowdown, and we see deflation pretty quickly...I would prefer some boomtimesBenjamin Colehttps://www.blogger.com/profile/14001038338873263877noreply@blogger.com