tag:blogger.com,1999:blog-6616959642391988608.post1229453980339754004..comments2024-03-28T00:18:25.641-07:00Comments on Calafia Beach Pundit: Big improvements in the past 2 yearsScott Grannishttp://www.blogger.com/profile/14028519647946868684noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-6616959642391988608.post-64938136719218232002014-12-06T19:17:53.682-08:002014-12-06T19:17:53.682-08:00Equity prices:
Possible upside, but US equities a...Equity prices:<br /><br />Possible upside, but US equities are fully priced. <br /><br />The globe has a lot of capital, some say gluts of it. <br /><br />Thus, lower returns, and very low interest rates may be the new norm.<br /><br />Your capital is not scarce, and is priced accordingly. <br /><br />This might lead to booms and busts in equities....Benjamin Colehttps://www.blogger.com/profile/14001038338873263877noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-37899659963827541902014-12-05T21:07:34.154-08:002014-12-05T21:07:34.154-08:00Nice wrap up.
Japan's QE working?
Would tha...Nice wrap up. <br /><br />Japan's QE working?<br /><br />Would that US cut federal outlays to 10% of GDP. Cut Social Security, cut Medicare, cut "national security", eliminate USDA, Commerce.Benjamin Colehttps://www.blogger.com/profile/14001038338873263877noreply@blogger.com