tag:blogger.com,1999:blog-6616959642391988608.post4482873996842190887..comments2024-03-28T00:18:25.641-07:00Comments on Calafia Beach Pundit: The 30% difference: U.S. vs. EurozoneScott Grannishttp://www.blogger.com/profile/14028519647946868684noreply@blogger.comBlogger7125tag:blogger.com,1999:blog-6616959642391988608.post-854313674503562012011-09-08T13:43:14.612-07:002011-09-08T13:43:14.612-07:00Scott, Is there any way of determining the percent...Scott, Is there any way of determining the percentage of sales and earnings of the Stoxx 50 companies that come from outside the euro zone?sgt.red.blue.redhttps://www.blogger.com/profile/08132657702786638326noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-78800851268664409042011-09-07T18:22:34.687-07:002011-09-07T18:22:34.687-07:00uh. maybe the issue is: you can lose principal on ...uh. maybe the issue is: you can lose principal on sovereign debt. so who's next? duh?septizoniomhttps://www.blogger.com/profile/14253705209662419429noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-9475190109774656722011-09-07T12:58:39.220-07:002011-09-07T12:58:39.220-07:00Since the beginning of 2010 the Euro has fluctuate...Since the beginning of 2010 the Euro has fluctuated between about 1.19 and 1.48. Seems like more than a "budge."Johnhttps://www.blogger.com/profile/06365403570563730880noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-64321974237822300362011-09-07T12:36:59.203-07:002011-09-07T12:36:59.203-07:00Since the beginning of 2010, the Euro has hardly b...Since the beginning of 2010, the Euro has hardly budged vs. the dollar, so the total return differential would be basically the same if measured in dollars.Scott Grannishttps://www.blogger.com/profile/14028519647946868684noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-6631806323855781652011-09-07T12:26:55.696-07:002011-09-07T12:26:55.696-07:00I see the two lines are in different currencies. W...I see the two lines are in different currencies. What if you compared apples to apples?Johnhttps://www.blogger.com/profile/06365403570563730880noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-30559763941536108812011-09-07T12:22:17.386-07:002011-09-07T12:22:17.386-07:00Strange the Euro has increased its value against t...Strange the Euro has increased its value against the USD as well as it has: up from 1.27 to 1.40 over the past 12 months. Should that be considered when interpreting your chart? <br /><br />http://www.indexmundi.com/xrates/graph.aspx?c1=USD&c2=EUR&days=365Johnhttps://www.blogger.com/profile/06365403570563730880noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-10903106541502075642011-09-07T11:22:56.622-07:002011-09-07T11:22:56.622-07:00Interesting commentary-and a lesson for USA.
We m...Interesting commentary-and a lesson for USA.<br /><br />We must trim federal agency and entitlement spending. <br /><br />Also, tight money does not work after real estate busts, in the context of a modern economy. <br /><br />See Japan.Benjamin Colehttps://www.blogger.com/profile/14001038338873263877noreply@blogger.com