tag:blogger.com,1999:blog-6616959642391988608.post487827269637464717..comments2024-03-28T00:18:25.641-07:00Comments on Calafia Beach Pundit: Business investment remains very strongScott Grannishttp://www.blogger.com/profile/14028519647946868684noreply@blogger.comBlogger6125tag:blogger.com,1999:blog-6616959642391988608.post-76652262627056438682011-01-27T14:04:28.221-08:002011-01-27T14:04:28.221-08:00Lori-
I am flattered anyone wants my opinion.
Wh...Lori-<br /><br />I am flattered anyone wants my opinion.<br /><br />What part of the country are you? Industrial is getting better here in Los Angeles, but slowly.<br /><br />I feel we are on the cusp of a long secular bull market, even globally. Only wars and other huge financial regulatory failures can stop this bull market.<br /><br />I don't know how long you want to stay invested eitherBenjamin Colehttps://www.blogger.com/profile/14001038338873263877noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-16352462355990340632011-01-27T11:22:19.980-08:002011-01-27T11:22:19.980-08:00Apologies for my error. The figure I saw this mor...Apologies for my error. The figure I saw this morning showed flat once Aerospace and defense were removed (the first because its too volatile), the second because it says nothing about economic growth...Frozen in the Northhttps://www.blogger.com/profile/04901959687094626879noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-67464839554319398762011-01-27T10:55:06.221-08:002011-01-27T10:55:06.221-08:00The series I show in the chart excludes defense-re...The series I show in the chart excludes defense-related spending.Scott Grannishttps://www.blogger.com/profile/14028519647946868684noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-92084275376502877962011-01-27T10:38:26.482-08:002011-01-27T10:38:26.482-08:00Sorry, the numbers looked great, but if you scratc...Sorry, the numbers looked great, but if you scratch the surface you will find that all the additional spending is driven by defense (e.g. the government). <br /><br />So not really business, just the gov't buying gun's and bombs.... not really what most people associate with corporate growthFrozen in the Northhttps://www.blogger.com/profile/04901959687094626879noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-27459111579476492492011-01-27T09:56:17.814-08:002011-01-27T09:56:17.814-08:00Benjamin,
What investments/stocks would you buy t...Benjamin,<br /><br />What investments/stocks would you buy these days?<br /><br />On a second note, industrial property is going gangbusters.<br /><br />Someday, maybe the other sectors of RE will end up following.Lorihttps://www.blogger.com/profile/01438039963046848511noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-43889143004725203762011-01-27T09:05:56.896-08:002011-01-27T09:05:56.896-08:00Capital is cheap, businesses can easily expand, im...Capital is cheap, businesses can easily expand, improve worker productivity. In the private sector, output gets better and cheaper all the time, the genius of the free enterprise system. <br /><br />Unemployment claims up today. Huge amounts of slack in the system.<br /><br />Commercial rents of all kinds vey soft.<br /><br />The Fed has the field wipe open to stimulate. I wonder if the Fed canBenjamin Colehttps://www.blogger.com/profile/14001038338873263877noreply@blogger.com