tag:blogger.com,1999:blog-6616959642391988608.post815509851619883600..comments2024-03-28T00:18:25.641-07:00Comments on Calafia Beach Pundit: Another growth scare passesScott Grannishttp://www.blogger.com/profile/14028519647946868684noreply@blogger.comBlogger11125tag:blogger.com,1999:blog-6616959642391988608.post-8844383814849173992020-04-25T01:58:39.667-07:002020-04-25T01:58:39.667-07:00If you don’t have time to read the entire topic an... If you don’t have time to read the entire topic and just want to find out what the Best stock For long-term investment. Here is for you...<br /><b><a href="https://stockinvestor.in/manappuram-finance-private-placement-of-ncds-on-april-27th/" rel="nofollow">Manappuram Finance private placement</a></b><br /><b><a href="https://stockinvestor.in/Sadhanahttps://www.blogger.com/profile/11712892634375363934noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-69212244256602482762010-06-07T08:51:50.271-07:002010-06-07T08:51:50.271-07:00The point of this post is that I also think that t...The point of this post is that I also think that the risk of lower Treasury yields is low at this point. Lots of pessimism is priced into the market these days, lots of fear of double-dip recession. If the economy just keeps growing, albeit moderately, then bond yields are likely to rise and TBT prices would rise as well.Scott Grannishttps://www.blogger.com/profile/14028519647946868684noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-47401708291050130282010-06-06T22:09:39.194-07:002010-06-06T22:09:39.194-07:00Greetings, Sir. I don't know your current hol...Greetings, Sir. I don't know your current holding status, but you used to occasionally disclose that you were long TBT. At this level (~40), it seems to me that almost all of the downside risk is gone, except for the fear of a "double-dip" scenario touted by some prognosticators. Do you agree, or are there other factors which could make Treasury rates head even lower?<br /><br />Unknownhttps://www.blogger.com/profile/11798314976085164760noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-66616355290444530452010-06-04T00:18:05.674-07:002010-06-04T00:18:05.674-07:00Thanks Scott and John, very helpful.Thanks Scott and John, very helpful.Robhttps://www.blogger.com/profile/16062180895899998738noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-16921072461395316332010-06-03T17:24:44.246-07:002010-06-03T17:24:44.246-07:00Rob,
Copper has declined since the end of April, ...Rob,<br /><br />Copper has declined since the end of April, but so have a lot of other things. Oil, fertilizers, natural gas, stocks, lower grade corporate bonds, and so on. I am operating on the assumption that copper and the rest are correlated 'risk off' hedge fund and other high frequency fear related trades and are not necessarily 'telegraphing' anything the others aren'tJohnhttps://www.blogger.com/profile/11652253509768573561noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-32205114516879126912010-06-03T16:45:18.562-07:002010-06-03T16:45:18.562-07:00Rob: The "big drop" in copper wasn't...Rob: The "big drop" in copper wasn't any bigger than other drops we've seen over the past 5 years. In any event, I consider commodities to be more of a coincident than a lagging indicator of economic activity. From my point of view, the recent weakness in commodity prices doesn't look at all out of the ordinary or scary. Prices are still significantly higher than they were Scott Grannishttps://www.blogger.com/profile/14028519647946868684noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-20769963716119284212010-06-03T13:57:45.403-07:002010-06-03T13:57:45.403-07:00Here is a more domestic economic 'tell' fr...Here is a more domestic economic 'tell' from a middle america 'mid cap' company. Baldor Electric (BEZ-NYSE)is a Ft Smith Arkansas based manufacturer of industrial electric motors. Only 12% of sales are abroad. The stock is up nearly 9% today after announcing increased earnings and strong incoming orders for all products.Johnhttps://www.blogger.com/profile/11652253509768573561noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-48150678828329441442010-06-03T13:17:29.510-07:002010-06-03T13:17:29.510-07:00Again excellent points...thanksAgain excellent points...thanksbroderohttps://www.blogger.com/profile/12296214283216386700noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-53158340145599287722010-06-03T13:12:06.557-07:002010-06-03T13:12:06.557-07:00Scott, people are saying that the big drop in the ...Scott, people are saying that the big drop in the price of commodities such as copper in May is ominous and reminiscent of a previous time when their drop preceded a general economic dive.<br /><br />I assume you don't agree but I'm curious to know your views on history repeating itself and people looking for key indicators of this ?<br /><br />Thanks.Robhttps://www.blogger.com/profile/16062180895899998738noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-44141879842620034012010-06-03T12:53:45.483-07:002010-06-03T12:53:45.483-07:00I'm not sure this matters much but Stratfor as...I'm not sure this matters much but Stratfor as well as other news outlets are reporting that Iran is moving E45 billion to US dollars and gold. They were buyers of Euros back when the US$ was tanking and everyone was saying Uncle Buck was done as a reserve currency and a basket of currencies led by the Euro was the future of global finance. Um..looks like 'buy high, sell low' to me...Johnhttps://www.blogger.com/profile/11652253509768573561noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-87426721319573691902010-06-03T12:36:33.432-07:002010-06-03T12:36:33.432-07:00This comment has been removed by the author.RCHhttps://www.blogger.com/profile/10719927608413333616noreply@blogger.com