tag:blogger.com,1999:blog-6616959642391988608.post5576252267687901310..comments2024-03-18T13:22:06.536-07:00Comments on Calafia Beach Pundit: Plus ça change, plus c'est la même choseScott Grannishttp://www.blogger.com/profile/14028519647946868684noreply@blogger.comBlogger8125tag:blogger.com,1999:blog-6616959642391988608.post-23493693512958400082009-01-05T11:08:00.000-08:002009-01-05T11:08:00.000-08:00JP: I agree that Treasury yields are the next bubb...JP: I agree that Treasury yields are the next bubble to pop and in fact it is already happening. T-bill yields have jumped from -0.015% to 0.14% already. 10-yr Treasury yields are up 45 bps from their recent lows.<BR/><BR/>I think we have seen the worst of the economy and the worst of the markets. High yield bonds are up 25% from their lows.<BR/><BR/>"Good" investments are everywhere: anything Scott Grannishttps://www.blogger.com/profile/14028519647946868684noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-59373676821451057162009-01-05T08:44:00.000-08:002009-01-05T08:44:00.000-08:00Isn't politics fun?Isn't politics fun?Scott Grannishttps://www.blogger.com/profile/14028519647946868684noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-5784684486552431802009-01-04T22:32:00.000-08:002009-01-04T22:32:00.000-08:00Fox News Headline - "Obama, Dems eye $300 Billion ...Fox News Headline - "Obama, Dems eye $300 Billion Tax Cut"<BR/><BR/>OK. I'm lost. Where is Kansas?Brian Hhttps://www.blogger.com/profile/14869071526968957308noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-17351025024054802362009-01-04T18:45:00.000-08:002009-01-04T18:45:00.000-08:00Scott,Read over this link if you get a chance:http...Scott,<BR/><BR/>Read over this link if you get a chance:<BR/>http://www.economicpopulist.org/?q=content/next-bubble-burst<BR/>and let me know your thoughts on the matter.<BR/>As much as I'd like to have hopes for some correction in the next 6 or 12 months, I fear we still have a substantial distance to fall.<BR/><BR/>Following good investment sense, now <I>should</I> be the time to buy stocks. jpnmitchellhttps://www.blogger.com/profile/10934825314763124635noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-43174897433340084452009-01-03T19:24:00.000-08:002009-01-03T19:24:00.000-08:00No doubt whatsoever.No doubt whatsoever.Scott Grannishttps://www.blogger.com/profile/14028519647946868684noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-29103746294666943612009-01-03T10:52:00.000-08:002009-01-03T10:52:00.000-08:00Can't tell you how relieved I am that O has underg...Can't tell you how relieved I am that O has undergone some "Change" himself in the past year. Still, I am astounded at how quickly $1T has been laid on the table without our permission. Read yesterday that it comes to about $4000 per person. No doubt that I could put $16,000 (wife and 2 kids) to better use in our economy than Reid, Pelosi and Frank and Paulson...Brian Hhttps://www.blogger.com/profile/14869071526968957308noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-65874853224461106482009-01-02T17:36:00.000-08:002009-01-02T17:36:00.000-08:00I use Bloomberg and internet sources. Haver might ...I use Bloomberg and internet sources. Haver might be your best bet. IMF, WB and OECD data is usually pretty stale.Scott Grannishttps://www.blogger.com/profile/14028519647946868684noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-31256476780262875192009-01-02T17:28:00.000-08:002009-01-02T17:28:00.000-08:00data source q's-just curious what data service...data source q's-<BR/><BR/>just curious what data services you use, if any? I'm building out country excel workbooks drawing on central bank data from each area (RBA/australia, IBGE/Brazil, etc.). Then trying to normalize the data by type (GDP workbook for all countries, etc.).<BR/><BR/>do you use haver analytics or bloomberg, etc.? any suggestions on world bank, oecd or IMF as a data prophetshttps://www.blogger.com/profile/16688051502761732148noreply@blogger.com