tag:blogger.com,1999:blog-6616959642391988608.post6426065929475886672..comments2024-03-28T00:18:25.641-07:00Comments on Calafia Beach Pundit: Things I'm watchingScott Grannishttp://www.blogger.com/profile/14028519647946868684noreply@blogger.comBlogger6125tag:blogger.com,1999:blog-6616959642391988608.post-91297576096213556572015-02-19T05:59:57.378-08:002015-02-19T05:59:57.378-08:00Ausgarry--After 35 years of fighting inflation, an...Ausgarry--After 35 years of fighting inflation, and winning that war, the world's central banks will have to change their stripes.<br />Monetize tax revenues and cut taxes? Maybe...Benjamin Colehttps://www.blogger.com/profile/14001038338873263877noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-51415519443858529162015-02-18T19:56:50.474-08:002015-02-18T19:56:50.474-08:00Do you mean global boom in asset prices or global ...Do you mean global boom in asset prices or global boom in economic growth? In Aus RBA easing is fuelling an already overly exuberant property market and some share market gains while unemployment continues to rise.Ausgarryhttps://www.blogger.com/profile/07338281319208102987noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-16629530641569234812015-02-18T19:56:49.652-08:002015-02-18T19:56:49.652-08:00Do you mean global boom in asset prices or global ...Do you mean global boom in asset prices or global boom in economic growth? In Aus RBA easing is fuelling an already overly exuberant property market and some share market gains while unemployment continues to rise.Ausgarryhttps://www.blogger.com/profile/07338281319208102987noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-38594123948714875392015-02-18T19:38:33.598-08:002015-02-18T19:38:33.598-08:00Nice charts, blogging. Watch central banks. Japan ...Nice charts, blogging. Watch central banks. Japan is interesting right now. The Shanghai Stock Exchange is up 60% last 52 weeks. If central banks can adapt to new landscape, we could see global boom like never before... Benjamin Colehttps://www.blogger.com/profile/14001038338873263877noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-33589898603082364492015-02-18T07:39:08.019-08:002015-02-18T07:39:08.019-08:00The best I can hope for is to identify periods in ...The best I can hope for is to identify periods in which the odds seem to favor (or not) investing in various asset classes.<br /><br />I'm a long-term investor by nature, not a market timer or a trader.Scott Grannishttps://www.blogger.com/profile/14028519647946868684noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-87337812009574670762015-02-18T04:20:06.935-08:002015-02-18T04:20:06.935-08:00scott, surely you are not eluding to the fact that...scott, surely you are not eluding to the fact that you think you can TIME the stock market in any way?stevehttps://www.blogger.com/profile/07387986994469835875noreply@blogger.com