tag:blogger.com,1999:blog-6616959642391988608.post6069738345118696911..comments2024-03-28T00:18:25.641-07:00Comments on Calafia Beach Pundit: Net worth and risk aversionScott Grannishttp://www.blogger.com/profile/14028519647946868684noreply@blogger.comBlogger14125tag:blogger.com,1999:blog-6616959642391988608.post-38485678358622542542021-05-28T17:43:57.854-07:002021-05-28T17:43:57.854-07:00You write a great article on Olivia Rodrigo thansk...You write a great article on Olivia Rodrigo thansk for writing.please keep sharing.<br />i also have a blog about celebrity biography check this:<br /><br /><b><a href="https://starbioo.co/ken-nugent-net-worth/" title="Ken Nugent Net Worth, Wiki, Age, Wife, Education" rel="nofollow">Ken Nugent Net Worth</a></b>Rehanhttps://www.blogger.com/profile/09103883919990921558noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-32294407587529159082019-10-24T14:58:20.165-07:002019-10-24T14:58:20.165-07:00I thought of you Benjamin when I read this piece;
...I thought of you Benjamin when I read this piece;<br /><br />https://www.theatlantic.com/ideas/archive/2019/10/how-minneapolis-defeated-nimbyism/600601/stevehttps://www.blogger.com/profile/07387986994469835875noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-42243241286862023442019-10-23T08:03:38.053-07:002019-10-23T08:03:38.053-07:00Lordy, what a bad time to bring up Ken Fishers nam...Lordy, what a bad time to bring up Ken Fishers name.randyhttps://www.blogger.com/profile/16368254229927808998noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-85955867817419591422019-10-18T13:51:30.640-07:002019-10-18T13:51:30.640-07:00The team at Ken Fisher's firm are apparently r...The team at Ken Fisher's firm are apparently reading this blog. Smart.<br /><br />https://www.fisherinvestments.com/en-us/marketminder/headlines<br /><br /><br />Net Worth and Risk Aversion<br /><br />By Scott Grannis, Calafia Beach Pundit, 10/16/2019<br /><br />MarketMinder’s View: First, a caveat: These data are as of June 2019, and they won’t tell you much about what is to come. However, randyhttps://www.blogger.com/profile/16368254229927808998noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-45881435310843083052019-10-18T12:27:52.731-07:002019-10-18T12:27:52.731-07:00Why do analysts continue to dwell on federal debt?...Why do analysts continue to dwell on federal debt? According to the Federal Reserve Bank of St. Louis, "total public debt to total government financial assets has decreased by 27% since 2004; with debt increases of 192% being offset by asset increases of 300%." If we had both sides of the federal balance sheet to look at, the story would be very different. If growing federal debt was Tom Nugenthttps://www.blogger.com/profile/11869275021755483909noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-52713704467686692112019-10-18T09:18:57.361-07:002019-10-18T09:18:57.361-07:00Glad to have helped. Really enjoy your writingGlad to have helped. Really enjoy your writingMachttps://www.blogger.com/profile/17570513734220522427noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-38471308687836241422019-10-18T09:05:57.515-07:002019-10-18T09:05:57.515-07:00Mac: thanks for spotting that error. I've edit...Mac: thanks for spotting that error. I've edited the sentence accordingly. Scott Grannishttps://www.blogger.com/profile/14028519647946868684noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-13368003254303948442019-10-17T19:57:50.391-07:002019-10-17T19:57:50.391-07:00Scott says "As Chart #5 shows, household leve...Scott says "As Chart #5 shows, household leverage (total liabilities as a % of total assets) has declined almost 35% since the mid-1980s."<br /><br />Can you walk me through that? Didn't you mean to say it has returned to levels not seen since the mid-80s? And 35% down from recent highs?<br />Machttps://www.blogger.com/profile/17570513734220522427noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-52001372262860335122019-10-17T11:48:39.295-07:002019-10-17T11:48:39.295-07:00I wrote;
"I disagree that risk aversion is lo...<br />I wrote;<br />"I disagree that risk aversion is low -- it is as high as it has even been."<br /><br />I meant to say risk aversion is very low,<br />and as low as it has ever been <br /><br />The Cliff Claven of Financehttps://www.blogger.com/profile/13541954550199246606noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-25084867000519371592019-10-17T09:28:49.732-07:002019-10-17T09:28:49.732-07:00An analysis of households without an analysis of g...An analysis of households without an analysis of government debt and corporate debt is incomplete and also data mining.<br /><br />I disagree that risk aversion is low -- it is as high as it has even been.<br /><br />The only exceptions are in 2006, when real estate valuations were higher than today.<br /><br />And in 2000, when large cap technology stock valuations were higher than today.<br /><The Cliff Claven of Financehttps://www.blogger.com/profile/13541954550199246606noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-64195981461827593362019-10-16T05:59:40.895-07:002019-10-16T05:59:40.895-07:00Great post.
The question of federal debt continue...Great post.<br /><br />The question of federal debt continues to amaze me. Like a Mobius strip.<br /><br />A Mobius strip obviously has two sides, but then it does not.<br /><br />If interest rates fall to zero on US treasuries, then what is difference between cash and Treasuries?<br /><br />The Federal Reserve recently digitized a couple hundred billion dollars and bought short-term Treasuries, Benjamin Colehttps://www.blogger.com/profile/14001038338873263877noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-33580183244022847812019-10-15T19:18:38.983-07:002019-10-15T19:18:38.983-07:00Todd: The blue line in Chart #6 is the result of d...Todd: The blue line in Chart #6 is the result of dividing Federal Debt Held by the Public by nominal GDP. That measure of debt is currently $16.8 trillion, and it can be found here: https://www.treasurydirect.gov/NP/debt/current. There is another measure of debt called Total Public Debt Outstanding, and that is currently $22.8 trillion. The latter measure of debt is flawed, however, because it Scott Grannishttps://www.blogger.com/profile/14028519647946868684noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-67808784900585753722019-10-15T13:52:25.690-07:002019-10-15T13:52:25.690-07:00Does your chart 6 plot of debt burden include soci...Does your chart 6 plot of debt burden include social security, Medicare, etc.? I don't believe so. If not, what is the impact of those burdens? I wonder if we're in worse shape than chart 6 implies. Thanks.Toddhttps://www.blogger.com/profile/09427325914333815764noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-82511093040984271722019-10-15T04:35:34.109-07:002019-10-15T04:35:34.109-07:00And voters would change these conditions by embrac...And voters would change these conditions by embracing draconian policy of Lizzie Warren? I just don't believe it. There was an interesting piece in the WSJ a few days ago about 19 counties that correctly "called" every presidential election since 1980. That's 6 GOP and 4 Dem. On average, all the counties were rural and below average in education. Classic Americana. In order for stevehttps://www.blogger.com/profile/07387986994469835875noreply@blogger.com