tag:blogger.com,1999:blog-6616959642391988608.post3355732360384549656..comments2024-03-28T00:18:25.641-07:00Comments on Calafia Beach Pundit: Claims continue to declineScott Grannishttp://www.blogger.com/profile/14028519647946868684noreply@blogger.comBlogger16125tag:blogger.com,1999:blog-6616959642391988608.post-37900102491276482702013-04-22T09:05:59.891-07:002013-04-22T09:05:59.891-07:00Antonio: I'll stick with my observation. No si...Antonio: I'll stick with my observation. No sign yet that Europe understands the need to cut spending, and that's probably why Europe hasn't seen much improvement in its outlook.Scott Grannishttps://www.blogger.com/profile/14028519647946868684noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-65178198787848306722013-04-22T02:30:51.119-07:002013-04-22T02:30:51.119-07:00Scott, your insight about the financial and econom...Scott, your insight about the financial and economic situation in Europe would be appreciate. I recall you mentioned some time ago there would a decent opportuniy of buying european stocks if governments showed a strong commitment to rein in public spending. In my opinion, no significative steps have been taken on that issue, so far.Vespasianushttps://www.blogger.com/profile/08430697851208423321noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-66047765108726025182013-04-20T18:38:19.331-07:002013-04-20T18:38:19.331-07:00Which way will the markets go? Only the fools know...Which way will the markets go? Only the fools know for sure. However, for what it's worth, I suspect the later boomers, (born 1955-64) might try to stuff more money into their IRAs and 401ks, giving stocks a lift for several more years.<br /><br />We'll see.Johnhttps://www.blogger.com/profile/06365403570563730880noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-25667015136259703442013-04-19T16:38:38.544-07:002013-04-19T16:38:38.544-07:00Benjamin, excellent post indeed..
The Bank of DC,...Benjamin, excellent post indeed..<br /><br />The Bank of DC, is doing the same thing as the BOJ... Hanshttps://www.blogger.com/profile/05183141792723754273noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-77320535760219497352013-04-19T08:01:23.622-07:002013-04-19T08:01:23.622-07:00so if you liked aapl at 700 you should surely LOVE...so if you liked aapl at 700 you should surely LOVE it at 395!stevehttps://www.blogger.com/profile/07387986994469835875noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-37521398281209851712013-04-19T07:42:20.366-07:002013-04-19T07:42:20.366-07:00ECRI Weekly Leading Indicator Rises second week in...<b>ECRI Weekly Leading Indicator Rises</b> second week in a row<br /><br />A measure of future U.S. economic expansion increased to its highest level since April 2011, while the annualized growth rate also strengthened.<br /><br />The Economic Cycle Research Institute said its Weekly Leading Index rose to 130.6 in the week ended April 12 from a revised 130.2 the previous week.<br /><br />The Williamhttps://www.blogger.com/profile/04418491109912775561noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-28302100452092143292013-04-19T07:31:47.399-07:002013-04-19T07:31:47.399-07:00It's even more dramatic if you back out Apple&...It's even more dramatic if you back out Apple's cash: a trailing earnings yield of almost 16%, and a PE of about 6. Rather amazing that the market can be so extremely skeptical of Apple's future.Scott Grannishttps://www.blogger.com/profile/14028519647946868684noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-50893237967557153002013-04-19T07:25:56.204-07:002013-04-19T07:25:56.204-07:00You might want to add AAPL to the chart. I believ...You might want to add AAPL to the chart. I believe the earnings yield is 11, using forward PE of 9.WimpyInvestorhttps://www.blogger.com/profile/18148362644880449393noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-17642845318074634692013-04-19T07:06:49.652-07:002013-04-19T07:06:49.652-07:00thank you for this post
الموسوعة الشاملة | ازيا...thank you for this post <br /><br /><a href="http://maosoa.blogspot.com/" rel="nofollow">الموسوعة الشاملة</a> | <a href="http://maosoa.blogspot.com/" rel="nofollow">ازياء </a>| <a href="http://maosoa.blogspot.com/" rel="nofollow">برامج مجانية</a> | <a href="http://maosoa.blogspot.com/" rel="nofollow">صور </a>| <a href="http://maosoa.blogspot.com/" rel="nofollow">تحميل البرامج</a>Anonymoushttps://www.blogger.com/profile/16979979027059151507noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-75238138432754996712013-04-19T06:11:24.475-07:002013-04-19T06:11:24.475-07:00" on the collapse of credit, seen in Junk Bon..." on the collapse of credit, seen in Junk Bonds, JNK"<br />seriously? these securities are barely off their all time highs unless you call a decline of .2% a "collapse". stevehttps://www.blogger.com/profile/07387986994469835875noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-86102866299790277562013-04-19T06:07:40.684-07:002013-04-19T06:07:40.684-07:00On Thursday, April 18, 2013, Volatility, ^VIX, con...On Thursday, April 18, 2013, Volatility, ^VIX, continued its rise that began on Monday April 15, 2013, as seen in the charts of TVIX, VIXY, VIXM, presented in this Finviz Screener, that caused both the S&P 500, SPY, and World Stocks, VT, to break down and trade 0.7%, and 0.5% lower, taking both below their channel support levels, on the collapse of credit, seen in Junk Bonds, JNK, and the theyenguyhttps://www.blogger.com/profile/08515095308836729043noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-15902358258058703772013-04-18T17:57:03.395-07:002013-04-18T17:57:03.395-07:00Yields have been near zero for 20 years i Japan......Yields have been near zero for 20 years i Japan...and you know what? That's where they should have been, as the Bank of Japan was set on asphyxiating the Japan economy. They also have a savings glut.<br /><br />Today, in the USA, we have a savings glut, as pointed out by Scott Grannis Trillions in deposits, trillions more on corporate balance sheets. <br /><br />The last y-o-y core PCE Benjamin Colehttps://www.blogger.com/profile/14001038338873263877noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-66135187947070951852013-04-18T10:30:51.019-07:002013-04-18T10:30:51.019-07:00We continue to live in a once in a lifetime "...We continue to live in a once in a lifetime "buy" window for dividend and rent-earning equities -- now is the time to sell everything that's not nailed down and convert those dollars into equities -- additionally, world-class skills are continuing to earn ever increasing premium wages -- now is the time to acquire world-class skills that earn premium wages that can be converted intoMcKibbinUSAhttps://www.blogger.com/profile/10545798495680527622noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-8986614464092742132013-04-18T10:14:16.763-07:002013-04-18T10:14:16.763-07:00What do you know? Gloeschi failed again to read wh...What do you know? Gloeschi failed again to read what Scott wrote. How else can he explain his stupid commend? mmanagedaccountshttps://www.blogger.com/profile/08188469703346980431noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-73187937413483679122013-04-18T08:42:32.903-07:002013-04-18T08:42:32.903-07:00Shhhh.... don't tell Scott that T-Bills give y...Shhhh.... don't tell Scott that T-Bills give your money back after 90 days, while stocks... well, maybe 50%?<br />The readers of this blog *must* be convinced to buy stocks. Or the supplemental AARP insurance card.Gloeschihttps://www.blogger.com/profile/10705125909506053628noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-9424727841577578432013-04-18T07:28:47.691-07:002013-04-18T07:28:47.691-07:00scott, the so called earnings yield is a misnomer ...scott, the so called earnings yield is a misnomer at best and duplicitous at worst. earnings have never been a good harbinger for stock prices. generally they're negative at a market bottom such as in '09. I firmly believe there is NO WAY to time the market. you should be in it or not. I've been in the biz for over 30 years and have never seen anyone time the market with any degree ofstevehttps://www.blogger.com/profile/07387986994469835875noreply@blogger.com