tag:blogger.com,1999:blog-6616959642391988608.post5603288364565338192..comments2024-03-28T00:18:25.641-07:00Comments on Calafia Beach Pundit: Industrial production continues to expandScott Grannishttp://www.blogger.com/profile/14028519647946868684noreply@blogger.comBlogger6125tag:blogger.com,1999:blog-6616959642391988608.post-84061630694138786742010-03-15T12:31:20.895-07:002010-03-15T12:31:20.895-07:00Public: Why do you say the market is stalling out?...Public: Why do you say the market is stalling out? We're within inches of the January highs. <br /><br />As I see things, one year ago the market thought we were headed into a deep depression/deflation. The outlook was made even worse by the rapid leftward-shift in fiscal policy which promised a huge increase in future tax burdens. Since then the outlook has brightened considerably: It's Scott Grannishttps://www.blogger.com/profile/14028519647946868684noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-29582706467397400682010-03-15T12:03:25.594-07:002010-03-15T12:03:25.594-07:00I am not saying the equity market is not forward-l...I am not saying the equity market is not forward-looking. However, I do think the markets forecasting ability is weak in times other than great moderations.<br /><br />Meaning, the market is good at getting things right when their is only one-direction to go. If there is any uncertainty, the markets guess is as good as yours.Public Libraryhttps://www.blogger.com/profile/00017383928897945054noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-80772468815756423482010-03-15T11:58:25.102-07:002010-03-15T11:58:25.102-07:00If the equity market is forwarding looking like yo...If the equity market is forwarding looking like you've stated in the past (alla shrugging off Obama etc etc), how come it is stalling out when the forecast is so rosy?<br /><br />The usual everyone is so glum is not really the answer I am looking for. The media outlets are neutral to bullish at this point.Public Libraryhttps://www.blogger.com/profile/00017383928897945054noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-51724846155976613092010-03-15T11:24:09.098-07:002010-03-15T11:24:09.098-07:00BTW- a nice, nonpoliticized look at the global rea...BTW- a nice, nonpoliticized look at the global real estate bubble and bust, with a focus on US residential real estate is here..from a Fed guy...<br /><br />http://74.125.155.132/search?q=cache:w9TixdRqKssJ:www.fcic.gov/hearings/pdfs/2010-0227-Mayer.pdf+securitized+mortgages+buyers&cd=2&hl=en&ct=clnk&gl=usBenjamin Colehttps://www.blogger.com/profile/14001038338873263877noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-34963217182981674632010-03-15T10:34:17.687-07:002010-03-15T10:34:17.687-07:00Scott,
It is clear that IP rose slightly in Febru...Scott,<br /><br />It is clear that IP rose slightly in February, but don't you think a lot of that is companies still burning off the trillion and a half they borrowed last year. Add that to the $25 trillion in debt we borrowed from each other since Bush took office and we are now have over $50 trillon public and private debt that needs to be serviced. Much of the recent borrowing was alstryhttps://www.blogger.com/profile/16025398896639165994noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-52789245366090839642010-03-15T10:33:42.146-07:002010-03-15T10:33:42.146-07:00Hope these trends continue.
The recession is over...Hope these trends continue. <br />The recession is over already in China, India, most of non-Islamic Asia. <br /><br />I sense the USA is becminig less and less of a locomotive every year. Sheesh, at this point, we may be deadweight on on the trian, and the cause of the recent train wreck.<br /><br />Investing in Asia looks a lot mnore promising than the US right now.Benjamin Colehttps://www.blogger.com/profile/14001038338873263877noreply@blogger.com