tag:blogger.com,1999:blog-6616959642391988608.post1967131899486368076..comments2024-03-28T00:18:25.641-07:00Comments on Calafia Beach Pundit: Reasons to avoid despairScott Grannishttp://www.blogger.com/profile/14028519647946868684noreply@blogger.comBlogger13125tag:blogger.com,1999:blog-6616959642391988608.post-7331305951922210292016-01-12T11:29:43.664-08:002016-01-12T11:29:43.664-08:00Re Equity Risk Premium: I don't think it makes...Re Equity Risk Premium: I don't think it makes sense to talk about a baseline for this indicator. However, I note that it averaged 1.4% over the course of 2007, which is only modestly above its long-term average—which I would interpret as reflecting a modestly pessimistic market. This indicator needs to be read in the context of all the other indicators, and all it really does is tell you to Scott Grannishttps://www.blogger.com/profile/14028519647946868684noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-9969881516632233862016-01-12T04:47:47.768-08:002016-01-12T04:47:47.768-08:00Thanks for a terrific blog.
A question
If ERPre...Thanks for a terrific blog.<br /><br />A question<br /><br /> If ERPremium is a valid indicator why does that not show a below baseline reading before the crash of 2008? <br /><br />Anonymoushttps://www.blogger.com/profile/01651068428336561465noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-5301544132087347532016-01-08T10:37:39.760-08:002016-01-08T10:37:39.760-08:00There are a lot of up and coming Republicans in bo...There are a lot of up and coming Republicans in both houses of Congress with good pro-growth instincts, Paul Ryan being the most important and influential. With the exception of Trump, the other leading R presidential candidates have good pro-growth credentials, and Cruz has excellent supply-side credentials. Scott Grannishttps://www.blogger.com/profile/14028519647946868684noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-21612833928965718092016-01-08T04:47:41.400-08:002016-01-08T04:47:41.400-08:00Johnny: Maybe Donald Trump.Johnny: Maybe Donald Trump.Benjamin Colehttps://www.blogger.com/profile/14001038338873263877noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-35271323614910759672016-01-07T19:04:27.479-08:002016-01-07T19:04:27.479-08:00Scott:
Where do you see this new mindset in Washin...Scott:<br />Where do you see this new mindset in Washington coming from? <br />Who currently in office is promoting a pro-growth agenda? <br />Who is running for office that is advocating a pro-growth agenda?<br /><br />ThanksJohnny Bee Dawghttps://www.blogger.com/profile/06836875640973245734noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-32794551215419040982016-01-07T13:43:34.834-08:002016-01-07T13:43:34.834-08:00yeah. priced in. yeah. priced in. marcusbalbushttps://www.blogger.com/profile/13596266889368486043noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-18141819065441266872016-01-07T09:29:55.428-08:002016-01-07T09:29:55.428-08:00Re small cap stocks. It looks to me like small cap...Re small cap stocks. It looks to me like small cap stocks are in the early stages of a great reversal vis a vis large cap stocks. Small caps outperformed tremendously from 1999 through 2013, and now they are reversing those gains. Large caps tend to outperform when the economy matures and the going gets tougher, and it's no secret that the economy has been struggling. It's going to take aScott Grannishttps://www.blogger.com/profile/14028519647946868684noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-75065054528131236932016-01-07T09:10:35.755-08:002016-01-07T09:10:35.755-08:00Hi Scott,
Markets themselves are leading indicato...Hi Scott,<br /><br />Markets themselves are leading indicators. What are your thoughts on the Russell 2000 / 3000 charts since July?<br /><br />ThanksBrian Whalenhttps://www.blogger.com/profile/07899538758095396078noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-67060507135085936682016-01-07T08:17:16.137-08:002016-01-07T08:17:16.137-08:00Third. Third. Lawyer in NJhttps://www.blogger.com/profile/02920739130504981369noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-54185103575918049862016-01-07T04:59:20.113-08:002016-01-07T04:59:20.113-08:00I second comments above, praising Scott for his al...I second comments above, praising Scott for his always interesting, unique and well-researched posts !Robhttps://www.blogger.com/profile/16062180895899998738noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-68485051451769825382016-01-07T02:27:23.161-08:002016-01-07T02:27:23.161-08:00Scott,
Great information. Could you update us on ...Scott,<br /><br />Great information. Could you update us on what broad category of risk assets you are currently buying/holding? This is always interesting and insightful.<br /><br />ThanksDavehttps://www.blogger.com/profile/10440284139905983044noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-12114423634944744922016-01-07T00:02:52.164-08:002016-01-07T00:02:52.164-08:00Perhaps I disagree with Scott Grannis from time to...Perhaps I disagree with Scott Grannis from time to time. Big deal, perhaps I am wrong. <br /><br />I will never disagree with Grannis' broad take on life and economics. Steady as she goes.Benjamin Colehttps://www.blogger.com/profile/14001038338873263877noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-31616426640004071642016-01-06T20:11:41.780-08:002016-01-06T20:11:41.780-08:00I read Drudge and Huff Po for entertainment. Then ...I read Drudge and Huff Po for entertainment. Then I read The Economist magazine for world news. <br /><br />After reading all those it's always refreshing to come here and glean real insights and read intelligent news. Thanks!skydudehttps://www.blogger.com/profile/13539912908412758893noreply@blogger.com