tag:blogger.com,1999:blog-6616959642391988608.post7480843492249557856..comments2024-03-28T00:18:25.641-07:00Comments on Calafia Beach Pundit: Panic exhaustion revisitedScott Grannishttp://www.blogger.com/profile/14028519647946868684noreply@blogger.comBlogger15125tag:blogger.com,1999:blog-6616959642391988608.post-14258460586559813902011-11-22T06:36:54.972-08:002011-11-22T06:36:54.972-08:00Something to keep in mind. The arbitrage programs ...Something to keep in mind. The arbitrage programs are creating a whole new world out there. Historical volatility may be irrelevant.Jimhttps://www.blogger.com/profile/04220423345735345059noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-66874755683874525722011-11-21T13:43:10.396-08:002011-11-21T13:43:10.396-08:00Re ECRI: I have great respect for ECRI, but econom...Re ECRI: I have great respect for ECRI, but economic forecasting is not a science and therefore anyone can be wrong. Their recession call was made a few months ago. So far I haven't seen any signs of an imminent recession in the things I consider to be important leading indicators. Slow growth, sure, but not a double-dip recession. But of course I could be wrong.Scott Grannishttps://www.blogger.com/profile/14028519647946868684noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-85929592519614247082011-11-21T08:36:56.909-08:002011-11-21T08:36:56.909-08:00Ugly out there. The Super Committee laid an egg.
...Ugly out there. The Super Committee laid an egg.<br /><br />Thank you, Democrats and Republicans.Benjamin Colehttps://www.blogger.com/profile/14001038338873263877noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-10294107151044839562011-11-21T06:45:05.500-08:002011-11-21T06:45:05.500-08:00Scott,
The ECRI is calling for a double dip. I&#...Scott,<br /><br />The ECRI is calling for a double dip. I'm curious about your thoughts on their analysis.<br /><br />http://www.businesscycle.com/reports_indexes/reportsummarydetails/1091Mike Eliasonhttps://www.blogger.com/profile/15035227065407574760noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-70035176106723602462011-11-21T05:12:29.620-08:002011-11-21T05:12:29.620-08:00Keep up your good work.Keep up your good work.anthttps://www.blogger.com/profile/00462989446094916540noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-56514283335103592052011-11-21T03:33:30.799-08:002011-11-21T03:33:30.799-08:00The global significance of Europe remains puzzling...The global significance of Europe remains puzzling to me. Economist Larry Kudlow doesn't think the EU crisis is that important while John Mauldin views it as critical to the U.S. economy. Who is right? <br /><br />World equity markets continue to be in turmoil---largely due to worries over Europe. First there were the smaller PIIGS, then Italy and now we can begin to add France. <br /><br />mmanagedaccountshttps://www.blogger.com/profile/08188469703346980431noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-28118694586792705652011-11-19T19:14:21.998-08:002011-11-19T19:14:21.998-08:00FYI: Off-topic
I just saw your niece (Kina) on the...FYI: Off-topic<br />I just saw your niece (Kina) on the Yahoo main webpage featuring her viral jelly bean video. <br />(11/19, 7:14PM Pacific)Tyronehttps://www.blogger.com/profile/04226876002855072090noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-74942995909557498442011-11-19T12:33:11.167-08:002011-11-19T12:33:11.167-08:00PS: Dividend and rent-earning equities are the onl...PS: Dividend and rent-earning equities are the only remaining safe-havens for wealth -- bonds and cash are about to collapse in value as the global monetary system recreates itself in come new image, a process that will take decades -- world-class skills will also retain value -- those who work for the government, or rely upon entitlements, defined benefit plans, or government salaries and McKibbinUSAhttps://www.blogger.com/profile/10545798495680527622noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-31608755189725791212011-11-19T12:27:07.772-08:002011-11-19T12:27:07.772-08:00No one except the unemployed have a right to be &q...No one except the unemployed have a right to be "exhausted" in the US at this point -- the hard part has not even begun...<br /><br />On a separate note, I predict a generational change in leadership in the next election -- anyone over 65 who is up for reelection is unlikely to survive the the 2012 elections -- moreover, Americans older than 55 (including myself) are about to become McKibbinUSAhttps://www.blogger.com/profile/10545798495680527622noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-41569758666424646032011-11-19T07:41:20.711-08:002011-11-19T07:41:20.711-08:00Off Topic: I am old enough to remember back in th...Off Topic: I am old enough to remember back in the 1970s and early 1980s that international central banks made a coordinated effort to intervene in the currency market when they thought there was undo speculation driving trading in a particular currency. It was a coordinated effort to punish traders and hedge funds using margin that were disrupting commerce. <br /><br />This came to an end when Williamhttps://www.blogger.com/profile/04418491109912775561noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-54185450710489739002011-11-19T07:16:46.941-08:002011-11-19T07:16:46.941-08:00The funny thing about fixating on a worst case sce...The funny thing about fixating on a worst case scenario is that if it actually occurs, then you have lived it twice.Billhttps://www.blogger.com/profile/06910619601367464068noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-22909432062055191152011-11-19T06:59:26.903-08:002011-11-19T06:59:26.903-08:00Unknown, I am sorry, but for me the VIX Index is f...Unknown, I am sorry, but for me the VIX Index is for all practical purpose, worthless as a tool for investing or trading for that matter.Hanshttps://www.blogger.com/profile/05183141792723754273noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-64525313654915203872011-11-19T06:48:46.080-08:002011-11-19T06:48:46.080-08:00I am not sure whether those that maybe effected th...I am not sure whether those that maybe effected that taken the corrective action.<br /><br />This would had lead to very large losses, none of which I have read or heard.<br /><br />Hear is another POV:<br />http://news.yahoo.com/next-financial-crisis-hellish-way-204303737.html<br /><br />There is simply nothing transparent about the financial industry; as most people including myself, do not Hanshttps://www.blogger.com/profile/05183141792723754273noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-47354814437027374492011-11-18T18:03:43.636-08:002011-11-18T18:03:43.636-08:00This is similar to something Cullen Roche recently...This is similar to something Cullen Roche recently wrote.<br /><a href="http://www.businessinsider.com/two-volatility-charts-point-to-a-bullish-entry-point-2011-11" rel="nofollow">LINK</a><br /><br />On the other hand, this <a href="http://www.businessinsider.com/why-the-latest-look-at-the-leading-indicators-points-to-the-stock-market-going-down-2011-11" rel="nofollow">here</a> was disconcerting.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-26882185380721246392011-11-18T15:27:40.396-08:002011-11-18T15:27:40.396-08:00I hope policymakers choose the courses of action t...I hope policymakers choose the courses of action that encourages increases in output. <br /><br />If your are over indebted, the right course of action is to work harder, and increase output, not to pull your horns in. <br /><br />Western economies seem to "solve" debt problems by having recessions and defaults Not the right tactic.Benjamin Colehttps://www.blogger.com/profile/14001038338873263877noreply@blogger.com