tag:blogger.com,1999:blog-6616959642391988608.post8181584809326821362..comments2024-03-18T13:22:06.536-07:00Comments on Calafia Beach Pundit: July capex revised upwardsScott Grannishttp://www.blogger.com/profile/14028519647946868684noreply@blogger.comBlogger12125tag:blogger.com,1999:blog-6616959642391988608.post-52613962202961139172011-09-08T17:58:52.765-07:002011-09-08T17:58:52.765-07:00The recession in '08 had capex increasing at t...The recession in '08 had capex increasing at the beginning. I hope this isn't the same.AAAhttps://www.blogger.com/profile/17113890081093786441noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-22136997219017130082011-09-07T14:28:58.188-07:002011-09-07T14:28:58.188-07:00Looks like a V-shaped recovery to me.Looks like a V-shaped recovery to me.Brian Wesburyhttps://www.blogger.com/profile/05876005862772033641noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-31104582334113030542011-09-07T08:46:00.908-07:002011-09-07T08:46:00.908-07:00So money flees Europe. Greece defaults. Italy de...So money flees Europe. Greece defaults. Italy defaults. More money flees Europe. European banks start going. Bailouts are proposed only the Germans say no...they are tired of paying for others excesses. The euro goes away. Us dollar is strengthened and interest rate decline even further.<br /><br />President Obama announces stimulus 4.0 after the stimulus he announces tomorrow night just Jeffhttps://www.blogger.com/profile/04068805988034886750noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-25352309349212528992011-09-06T20:59:43.765-07:002011-09-06T20:59:43.765-07:00BTW I think where yields are and the curve has not...BTW I think where yields are and the curve has nothing to do with our future plight in the US. It seems to me that US bonds are the flight to safety choice for global investors, and that is really confusing people in light of these strong economic numbers. <br /><br />Once the 30-year starts getting into the low 3's territory it is going to be a mortgage fest.Jimhttps://www.blogger.com/profile/04220423345735345059noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-82610898691208114502011-09-06T20:54:07.055-07:002011-09-06T20:54:07.055-07:00This market could see new 2008 lows, and we could ...This market could see new 2008 lows, and we could still be expanding. The problems in Europe and possibly Asia is really going to hurt the equity markets globally. <br /><br />You can't argues with the numbers coming out these days.Jimhttps://www.blogger.com/profile/04220423345735345059noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-51625218090568390212011-09-06T17:12:17.803-07:002011-09-06T17:12:17.803-07:00Randy-
Thanks for the link, and I hope you are ri...Randy-<br /><br />Thanks for the link, and I hope you are right.Benjamin Colehttps://www.blogger.com/profile/14001038338873263877noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-69838469965663010012011-09-06T16:15:52.085-07:002011-09-06T16:15:52.085-07:00That's funny... sincerely.That's funny... sincerely.randyhttps://www.blogger.com/profile/16368254229927808998noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-65793147766851618202011-09-06T15:51:04.794-07:002011-09-06T15:51:04.794-07:00randy: why would you never be wrong?randy: why would you never be wrong?septizoniomhttps://www.blogger.com/profile/14253705209662419429noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-85993803081239350692011-09-06T13:57:49.215-07:002011-09-06T13:57:49.215-07:00Benjamin, here is an article on how home prices wi...Benjamin, here is an article on how home prices will recover faster than most expect. In summary, new home construction is so small, and the lead time for new construction so long, especially in over-regulated markets, that even distressed markets may see inventory quickly become very tight. Scott has argued this, but more facts here:<br /><br />http://assetbuilder.com/blogs/scott_burns/archiverandyhttps://www.blogger.com/profile/16368254229927808998noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-12237572698530884392011-09-06T13:27:00.472-07:002011-09-06T13:27:00.472-07:00Isn't Europe old news by now? Meaning the ful...Isn't Europe old news by now? Meaning the full impact is likely fully factored into market pricing.Cabodoghttps://www.blogger.com/profile/08299113185481067179noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-1354521711008234682011-09-06T13:18:26.962-07:002011-09-06T13:18:26.962-07:00yeah. just angst coming out of europe.yeah. just angst coming out of europe.septizoniomhttps://www.blogger.com/profile/14253705209662419429noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-14833958161646288772011-09-06T12:35:12.922-07:002011-09-06T12:35:12.922-07:00Excellent commentary, and this is one of the most ...Excellent commentary, and this is one of the most confounding recoveries we have ever seen. <br /><br />We nearly have two economies--corporate profits are high, capex is good, yet much of the economy is ailing. <br /><br />If we can trigger a real estate recovery, I think all goes well.Benjamin Colehttps://www.blogger.com/profile/14001038338873263877noreply@blogger.com