tag:blogger.com,1999:blog-6616959642391988608.post2078126029480800212..comments2024-03-28T00:18:25.641-07:00Comments on Calafia Beach Pundit: Updated key market-based indicatorsScott Grannishttp://www.blogger.com/profile/14028519647946868684noreply@blogger.comBlogger7125tag:blogger.com,1999:blog-6616959642391988608.post-56988981068117372552020-02-22T23:21:52.050-08:002020-02-22T23:21:52.050-08:00Dear Scott, the Kung Flu seems getting spread quit...Dear Scott, the Kung Flu seems getting spread quite widely despite measures have been taken by different countries. Would this phenomenon suggested some risks to be noted? Bond, gold, commodities are pricing in the risks now? Will the stock market to follow? Kung Flu, may not have high fatality rate, however, it puts social activities or business events into halt...that makes it different from &Josephinehttps://www.blogger.com/profile/11213945649678313506noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-12210872489628977992020-02-19T12:11:20.976-08:002020-02-19T12:11:20.976-08:00Scott, for chart # 12 the PE ratio and the long ru...Scott, for chart # 12 the PE ratio and the long run average. Have you ever adjusted these series for interest rates and if so, how?valuelurkerhttps://www.blogger.com/profile/02344666873299709331noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-26395945803213599022020-02-17T14:12:56.884-08:002020-02-17T14:12:56.884-08:00Without going into details some of the yield diffe...Without going into details some of the yield differential charts that are showing a rise is reminescent of the stock market peaks of yore. I have to look at this negatively not a signn that 'risk' is still in the markets and thus a time to be bullish. The same thing goes for the equity premium chart. If it is now at a bullish level as you postulate why was it negative in 1982 and beyond NormanBhttps://www.blogger.com/profile/05986709079442388236noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-85757998940139800902020-02-17T09:19:08.121-08:002020-02-17T09:19:08.121-08:00Considering that the full yield curve now is under...Considering that the full yield curve now is under CPI/cCPI I would personally rephrase "This is not the stuff of which bubbles are made" to "This is not the stuff of which bubbles pop"<br />terexhttps://www.blogger.com/profile/13878600108197052363noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-19903659091059823672020-02-16T05:36:46.995-08:002020-02-16T05:36:46.995-08:00You know that old saying "it's different ...You know that old saying "it's different this time"? It's not different this time, it's different EVERY time. Totally excellent review of the markets with a flexible perspective that allows for exogenous events that might arise but haven't-yet.<br /><br />It's fascinating to try and understand why Sovereign debt is trading at such low yields given that stock returns stevehttps://www.blogger.com/profile/07387986994469835875noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-66862290773923067782020-02-15T13:41:31.320-08:002020-02-15T13:41:31.320-08:00The inverted yield curve used to be a great indica...The inverted yield curve used to be a great indicator reflecting when too much capital had shifted to equities calling a market top. But, this worked when the US was more closed and this reflected a majority of capital. No longer! <br />Western investors have opened up Developing/Emerging markets by pouring capital into previously illiquid foreign markets. We take this as Western investors arrotsevnihttps://www.blogger.com/profile/10944691704001473128noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-6242887521003807012020-02-14T17:19:30.660-08:002020-02-14T17:19:30.660-08:00An entirely terrific review of market indicators. ...An entirely terrific review of market indicators. <br /><br />It is interesting that after a 10-year recovery from the 2008 Great Recession, inflation is so tame. During this time the US government has run huge deficits and the Federal Reserve engaged in a large quantitative-easing program. Japan does the same thing, Except more so, and they hardly have any inflation at all.<br /><br />What does Benjamin Colehttps://www.blogger.com/profile/14001038338873263877noreply@blogger.com