tag:blogger.com,1999:blog-6616959642391988608.post6048246690455541858..comments2024-03-28T00:18:25.641-07:00Comments on Calafia Beach Pundit: Green lights for a stronger recoveryScott Grannishttp://www.blogger.com/profile/14028519647946868684noreply@blogger.comBlogger6125tag:blogger.com,1999:blog-6616959642391988608.post-43613896714422608602010-12-20T04:26:06.314-08:002010-12-20T04:26:06.314-08:00your post is at odds with itself.
and you amatuer...your post is at odds with itself. <br />and you amatuerishly fail to analyze the components of lei.<br />drivel.septizoniomhttps://www.blogger.com/profile/14253705209662419429noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-57702632935940095452010-12-18T10:22:15.761-08:002010-12-18T10:22:15.761-08:00CDLIC: My crystal ball doesn't work too well p...CDLIC: My crystal ball doesn't work too well past a few years. For now, Treasury debt is still very unattractive. I imagine there will be a few states that go belly up, so I would be reluctant to buy, say, California munis even though yields are relatively high. Corporate debt, particular high yield debt, looks attractive and should be a good investment over the next few years. The economy Scott Grannishttps://www.blogger.com/profile/14028519647946868684noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-14644896033662529382010-12-18T10:19:24.480-08:002010-12-18T10:19:24.480-08:00Bill: sure, it would be better to have the euro de...Bill: sure, it would be better to have the euro debt crisis resolved, but that is going to take time. Meanwhile, I welcome anything that makes it harder for governments to expand, and that is what this crisis is all about: too much spending. The euro debt crisis is forcing governments to tighten their belts, and in the long run that is a very good thing, provided, of course, that budgets are not Scott Grannishttps://www.blogger.com/profile/14028519647946868684noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-28163413857886281852010-12-18T00:16:51.496-08:002010-12-18T00:16:51.496-08:00Scott,
What is your prediction for the longer ter...Scott,<br /><br />What is your prediction for the longer term--1,5 and 10 years-- regarding debt: private, corporate, county, state and federal?CDLIChttps://www.blogger.com/profile/01216074401236580903noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-75042127459910915142010-12-17T15:38:46.611-08:002010-12-17T15:38:46.611-08:00Scott,
How significant is the Euro-Zone issue reg...Scott,<br /><br />How significant is the Euro-Zone issue regarding the recovery? It seems as though the governments never seem to do enough to quell the "crisis" Don't you think stocks would be much higher if this problem were under control?Billhttps://www.blogger.com/profile/06910619601367464068noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-41029466151744770722010-12-17T15:34:00.056-08:002010-12-17T15:34:00.056-08:00Scott,
I am positioning myself for just such an o...Scott,<br /><br />I am positioning myself for just such an occurance.<br /><br />I have been reading your forcast for 2010 made in December of '09 and I think you did very well. You were a little off on a couple of things but you nailed what was most important to me...returns in the equity markets. Your 10 - 20% range was right in there...and a little conservative for smallcaps and emerging Johnhttps://www.blogger.com/profile/11652253509768573561noreply@blogger.com