tag:blogger.com,1999:blog-6616959642391988608.post7022589630455653423..comments2024-03-18T13:22:06.536-07:00Comments on Calafia Beach Pundit: Slow progress, but not a recession, and that's bullishScott Grannishttp://www.blogger.com/profile/14028519647946868684noreply@blogger.comBlogger17125tag:blogger.com,1999:blog-6616959642391988608.post-29263250283557622742012-05-27T18:42:18.683-07:002012-05-27T18:42:18.683-07:00Markets are 'in between'. In between the s...Markets are 'in between'. In between the start of the recovery that coincided with the low point for the last recession and the point in time when growth has expanded far enough and long enough to create sufficient cyclical traction to start a rising trend for the laggard sectors. <br />The problem is that at present we have no way of knowing how long it will be until traction shows up. Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-9054482608180900532012-05-26T14:05:43.166-07:002012-05-26T14:05:43.166-07:00I am seeking the last twevle months of Gross Domes...I am seeking the last twevle months of Gross Domestic Income data; thank you for any assistance...Hanshttps://www.blogger.com/profile/05183141792723754273noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-39984779457508770982012-05-25T16:33:52.390-07:002012-05-25T16:33:52.390-07:00What's matter, Bill, you do not like dissenter...What's matter, Bill, you do not like dissenters? I am calling your in laws!<br /><br />BTW, could someone helf me with twelve months of GDI data?Hanshttps://www.blogger.com/profile/05183141792723754273noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-16324284425317065922012-05-25T09:02:57.866-07:002012-05-25T09:02:57.866-07:00The reason the recovery is so slow is the slow gro...The reason the recovery is so slow is the slow growth in wages. Without robust middleclass spending power, settle in for more of the same. <br /><br />Corporations have a bigger slice of the economic pie now, at the expense of the middle class. The economy is out of balance, due to short-sighted corporate planning.Johnhttps://www.blogger.com/profile/06365403570563730880noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-88924068276177307992012-05-25T08:59:56.288-07:002012-05-25T08:59:56.288-07:00PEs go up when investors expect rapid growth or ar...PEs go up when investors expect rapid growth or are looking farther into the future for their return. A slow growth economy depresses PEs. Not many investors can look into the future with enthusiasm. Maybe stocks are priced “fairly”.Squirehttps://www.blogger.com/profile/14088030568579672500noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-51966713042328453602012-05-25T07:08:29.706-07:002012-05-25T07:08:29.706-07:00Assuming Scott is correct, a Greek meltdown has al...Assuming Scott is correct, a Greek meltdown has already been priced into the markets -- I tend to believe that a Greek meltdown will create a stock market correction, which means more buying opportunities for bargain price equities -- long-term equity investors are in an historic buy window of opportunity -- "...the future looks bright, gotta wear shades..."McKibbinUSAhttps://www.blogger.com/profile/10545798495680527622noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-32896545438571455442012-05-25T06:20:13.984-07:002012-05-25T06:20:13.984-07:00Wall Street Journal:
"The Kansas City Fed’s m...Wall Street Journal:<br />"The Kansas City Fed’s manufacturing composite index–an average of the indexes covering production, new orders, employment, delivery times and raw-materials inventories–rebounded to 9 in May after falling to 3 in April from 9 in March. Readings above zero denote expansion.<br /><br />On a year-over-year comparison, the composite index increased to 27 from 24."<Williamhttps://www.blogger.com/profile/04418491109912775561noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-18808477453476914062012-05-24T18:31:37.506-07:002012-05-24T18:31:37.506-07:00Everything is bullish! Even the possibility Scott ...Everything is bullish! Even the possibility Scott is a "virtual", Fed-paid blogging personality, one who manages to write 6 posts with immaculately formatted charts while pretending to ski at the same time. Even removing THIS post is bullish!Gloeschihttps://www.blogger.com/profile/10705125909506053628noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-45043083102533509292012-05-24T17:04:39.758-07:002012-05-24T17:04:39.758-07:00You pessimistic guys have very selective memories ...You pessimistic guys have very selective memories and data. While the Philly numbers declined, the New York numbers improved nicely.<br /><br />Why don't you take your skewed data to another Blog? We were doing very nicely before you showed up on this Blog.Williamhttps://www.blogger.com/profile/04418491109912775561noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-45495522671315470682012-05-24T14:04:39.430-07:002012-05-24T14:04:39.430-07:00An interactive chart; dial your own years...
http...An interactive chart; dial your own years...<br /><br />http://data.bls.gov/pdq/SurveyOutputServlet<br /><br />Nothing has been this bad for the past thirty years...Hanshttps://www.blogger.com/profile/05183141792723754273noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-52069665137971939092012-05-24T12:34:53.963-07:002012-05-24T12:34:53.963-07:00This comment has been removed by the author.McKibbinUSAhttps://www.blogger.com/profile/10545798495680527622noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-12059046613356427162012-05-24T12:31:42.687-07:002012-05-24T12:31:42.687-07:00This comment has been removed by the author.McKibbinUSAhttps://www.blogger.com/profile/10545798495680527622noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-40996263554384592262012-05-24T12:19:07.087-07:002012-05-24T12:19:07.087-07:00Watch out for ISM numbers(0n June 1), they are con...Watch out for ISM numbers(0n June 1), they are considered to be a game changer (i.e. global slowdown will enter a contraction phase) when confirming very weak Fhilly Fed reading.Family Manhttps://www.blogger.com/profile/16757562505353144887noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-19634594692712516572012-05-24T11:48:32.262-07:002012-05-24T11:48:32.262-07:00Since 2010, 2.2 million Americans have taken sanct...Since 2010, 2.2 million Americans have taken sanctuary, in the SSDI program with 33% of them declaring mental illness...<br /><br />How many have surrendered looking for employment or are part timers?<br /><br />It is not difficult to see the employment rate declining...<br /><br />The reason all that cash is on the sidelines, is investors have absolutely no confident in the charts provided by Hanshttps://www.blogger.com/profile/05183141792723754273noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-44254888232936483782012-05-24T11:28:31.086-07:002012-05-24T11:28:31.086-07:00brodero those are astounding figures!
Thanks for p...brodero those are astounding figures!<br />Thanks for pointing them out.Williamhttps://www.blogger.com/profile/04418491109912775561noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-76965053480425684582012-05-24T09:33:28.733-07:002012-05-24T09:33:28.733-07:00Savings deposits in the 80's and 90's
aver...Savings deposits in the 80's and 90's<br />averaged around 18% of GDP...after<br />the tech crash it was 27% of GDP...today it is incredibly 40% of GDP....broderohttps://www.blogger.com/profile/17510948491117506660noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-649417895885105162012-05-24T09:23:13.268-07:002012-05-24T09:23:13.268-07:00Hmmmm 2 year euro swap spread is at a 2 week low.....Hmmmm 2 year euro swap spread is at a 2 week low....broderohttps://www.blogger.com/profile/17510948491117506660noreply@blogger.com