tag:blogger.com,1999:blog-6616959642391988608.post2272106685529717723..comments2024-03-28T00:18:25.641-07:00Comments on Calafia Beach Pundit: T-bond yield updateScott Grannishttp://www.blogger.com/profile/14028519647946868684noreply@blogger.comBlogger6125tag:blogger.com,1999:blog-6616959642391988608.post-20109234718234656252009-08-25T01:50:01.742-07:002009-08-25T01:50:01.742-07:00Amen!Amen!Scott Grannishttps://www.blogger.com/profile/14028519647946868684noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-24739337871269472972009-08-24T22:24:17.629-07:002009-08-24T22:24:17.629-07:00Scott,
Thank you for the reply. Have a great vaca...Scott,<br /><br />Thank you for the reply. Have a great vacation; we are also on vacation and I'll tell you what everyone tells me (but I never hear...): get off the computer and enjoy the beach! :)Cabodoghttps://www.blogger.com/profile/08299113185481067179noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-23327212079185874242009-08-24T18:02:34.933-07:002009-08-24T18:02:34.933-07:00I don't see anything of substance in what Roub...I don't see anything of substance in what Roubini is saying. It boils down to something like "if things don't go well, then there will be trouble ahead." Wow. And what "massive fiscal stimulus" is he referring to? As far as I can tell, all the fiscal "stimulus" has been more like a headwind to recovery. Taking from Peter to give to Paul is not stimulus. Scott Grannishttps://www.blogger.com/profile/14028519647946868684noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-3693539075117074342009-08-23T21:27:52.015-07:002009-08-23T21:27:52.015-07:00Scott,
What are your thoughts on the latest comme...Scott,<br /><br />What are your thoughts on the latest comments by Roubini regarding a double-dip recession? He seems to echo your thoughts for a good recovery as inventory levels return to normal, but warns of anemic growth after that.<br /><br />http://news.yahoo.com/s/nm/20090823/bs_nm/us_roubini_doubledip_recession_2Cabodoghttps://www.blogger.com/profile/08299113185481067179noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-15470571573320692242009-08-21T13:40:02.989-07:002009-08-21T13:40:02.989-07:00I'd love to see claims continue to fall, but I...I'd love to see claims continue to fall, but I don't see the uptick as a sign that the trend has changed. I would expect to see claims follow an irregular and slow downtrend, with the occasional setback on the way.Scott Grannishttps://www.blogger.com/profile/14028519647946868684noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-52966366092143361512009-08-21T12:53:05.157-07:002009-08-21T12:53:05.157-07:00Scott,
Are you concerned that the 4 week moving a...Scott,<br /><br />Are you concerned that the 4 week moving average for unemployment claims went up this week? I've seen some analysts suggest that this will dampen consumer spending if folks are worried that the unemployment rate is going to go up. Of course those of us old enough remember that the unemployment rate stayed above 9% through 1983 when the economy was recovering.Billhttps://www.blogger.com/profile/06910619601367464068noreply@blogger.com