tag:blogger.com,1999:blog-6616959642391988608.post1903968853295555590..comments2024-03-28T00:18:25.641-07:00Comments on Calafia Beach Pundit: 2-yr Treasury yields fall to record lowScott Grannishttp://www.blogger.com/profile/14028519647946868684noreply@blogger.comBlogger13125tag:blogger.com,1999:blog-6616959642391988608.post-65204383787765610502011-06-28T11:43:24.483-07:002011-06-28T11:43:24.483-07:00It hard to soar with the eagles ...when yur thinki...It hard to soar with the eagles ...when yur thinkin' like a turkey!TradingStrategyLetter - Weekly Summaryhttps://www.blogger.com/profile/06430136667577107255noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-83944103634967200342011-06-27T15:13:15.076-07:002011-06-27T15:13:15.076-07:00Septizonium:
Here's the translation: optimis...Septizonium:<br /><br />Here's the translation: optimism doesn't hurt. Are you an academic by any chance?Billhttps://www.blogger.com/profile/06910619601367464068noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-9084174408018101092011-06-27T04:00:12.618-07:002011-06-27T04:00:12.618-07:00bill: i'm not sure exactly what you mean. i d...bill: i'm not sure exactly what you mean. i don't think you do either.septizoniomhttps://www.blogger.com/profile/14253705209662419429noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-8248779173216930992011-06-26T07:09:58.171-07:002011-06-26T07:09:58.171-07:00Seems like a Ray Lamontagne market. Just don't...Seems like a Ray Lamontagne market. Just don't know WHERE to put that bone!Johnhttps://www.blogger.com/profile/11652253509768573561noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-21772617817741151742011-06-26T06:37:54.028-07:002011-06-26T06:37:54.028-07:00About that cheerleading... fear, confidence drive ...About that cheerleading... fear, confidence drive the market down and up, respectively, either eroding or building weath.<br /><br />Wealth is a state of mind.Johnhttps://www.blogger.com/profile/06365403570563730880noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-63197144675128707472011-06-25T17:27:54.658-07:002011-06-25T17:27:54.658-07:00Septizoniom:
"There is nothing either good o...Septizoniom:<br /><br />"There is nothing either good or bad, but thinking makes it so."<br /><br />-ShakespeareBillhttps://www.blogger.com/profile/06910619601367464068noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-69949043595917028052011-06-25T16:34:37.217-07:002011-06-25T16:34:37.217-07:00why would you be more correct than the differentia...why would you be more correct than the differentiated market? unlikely. you are blinded by a don quixote determination to turn the country around by dint of relentless chearleading.septizoniomhttps://www.blogger.com/profile/14253705209662419429noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-27108458560397123752011-06-25T16:02:26.368-07:002011-06-25T16:02:26.368-07:00http://online.wsj.com/article/SB100014240527023042...http://online.wsj.com/article/SB10001424052702304231204576403753705186010.html<br /><br />The above is a WSJ blog to the effect, "If you want yield, buy a stock."<br /><br />The article contends that 40 percent of stock market returns, over time, are in the form of dividends. <br /><br />I have liked divvie stocks always. Get paid to wait, i say. <br /><br />The above article also saysBenjamin Colehttps://www.blogger.com/profile/14001038338873263877noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-72358909436183280572011-06-25T12:25:58.899-07:002011-06-25T12:25:58.899-07:00The big-time investors don't need an up trend,...The big-time investors don't need an up trend, they play the daily volatility.<br /><br />With HFT, an average share of stock is own for, what, 18 seconds?<br /><br />CrazyJohnhttps://www.blogger.com/profile/06365403570563730880noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-78776220997526404532011-06-25T08:29:16.786-07:002011-06-25T08:29:16.786-07:00Reich never saw a government program he didn't...Reich never saw a government program he didn't like. <br /><br />Very similar to last summer, investors and traders are wallowing in their pessimism. High quality dividend paying stocks are being indiscriminatly liquidated because of fears the global economy will sink if a minor european country is required to restructure its debt. It is (again) opportunity time. A year ago Scott was posting Johnhttps://www.blogger.com/profile/11652253509768573561noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-74137823353865505382011-06-25T07:51:16.641-07:002011-06-25T07:51:16.641-07:00"there are mountains of capital on every side..."there are mountains of capital on every sideline."<br /><br />Not on my sideline. Robert Reich might say "it's the inequality, stupid."<br /><br />He'd be right.Johnhttps://www.blogger.com/profile/06365403570563730880noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-17580911457560129182011-06-24T14:58:00.837-07:002011-06-24T14:58:00.837-07:00Devils advocate time.
How can the outlook for gr...Devils advocate time. <br /><br />How can the outlook for growth be so dismal when corporate profits are at record levels, both nominally and relative to GDP? <br /><br />Reversion to mean... costs have been cut. Now need to grow top line.<br /><br />When retail sales are up almost 8% in the past year?<br /><br />After dropping the most since the Great Depression. <br /><br />When private sector Jakehttps://www.blogger.com/profile/07946497592651234440noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-23504042385837923252011-06-24T14:42:02.643-07:002011-06-24T14:42:02.643-07:00Sometimes i think the economy and markets are like...Sometimes i think the economy and markets are like dams ready to break out on the upside. Sheesh, there are mountains of capital on every sideline.Benjamin Colehttps://www.blogger.com/profile/14001038338873263877noreply@blogger.com