tag:blogger.com,1999:blog-6616959642391988608.post565051548702963997..comments2024-03-28T00:18:25.641-07:00Comments on Calafia Beach Pundit: ISM employment index -- another V signScott Grannishttp://www.blogger.com/profile/14028519647946868684noreply@blogger.comBlogger5125tag:blogger.com,1999:blog-6616959642391988608.post-52385153722564196282010-03-01T15:33:13.888-08:002010-03-01T15:33:13.888-08:00Rick: Your points are very valid. This is a subjec...Rick: Your points are very valid. This is a subjective issue, however, as are all attempts at valuation or divining the market's motivations. I'm persuaded that the market has still not priced in all the good news as reflected in the ongoing series of V-shaped recoveries. Plus, I think the significant recoveries that we are seeing in many parts of the economy have a certain synergy that Scott Grannishttps://www.blogger.com/profile/14028519647946868684noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-91558784550892884602010-03-01T12:36:21.054-08:002010-03-01T12:36:21.054-08:00Hi Scott, I disagree with your statement that the ...Hi Scott, I disagree with your statement that the market has not paid attention to the "V's". In fact, if you view a chart of any major market index, you will see that they made a "V" recovery ahead of the economic data and even kept moving upward in the face of negative data. The current market choppiness represents its lack of visibility of future economic growth. The Rickhttps://www.blogger.com/profile/07767085539237536998noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-20811023468234574912010-03-01T11:57:38.486-08:002010-03-01T11:57:38.486-08:00As for me, show me all the v-signs you can.
I love...As for me, show me all the v-signs you can.<br />I love the V.<br />Let's all dance the V.<br />I want to see many, many Vs.Benjamin Colehttps://www.blogger.com/profile/14001038338873263877noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-58709195700347580872010-03-01T11:35:16.891-08:002010-03-01T11:35:16.891-08:00The contrast between zero yield on cash, which imp...The contrast between zero yield on cash, which implies an extremely high degree of risk aversion, and multiple signs of a V-shaped recovery, which imply an economy that is in much better shape than zero yields on cash suggest, is highly interesting. I highlight the V signs because I think the market is not paying enough attention to how well the economy is doing. There is way too much emphasis onScott Grannishttps://www.blogger.com/profile/14028519647946868684noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-27355040489410798932010-03-01T11:25:56.182-08:002010-03-01T11:25:56.182-08:00are 'v" signs a fetish for you?
why so mu...are 'v" signs a fetish for you?<br />why so much glee trumpeting each?<br />what does it mean that conditions have led to us experiencing all these pronounced "v"s?septizoniomhttps://www.blogger.com/profile/14253705209662419429noreply@blogger.com