tag:blogger.com,1999:blog-6616959642391988608.post1465682449280447307..comments2024-03-28T00:18:25.641-07:00Comments on Calafia Beach Pundit: Credit spreads are very tightScott Grannishttp://www.blogger.com/profile/14028519647946868684noreply@blogger.comBlogger8125tag:blogger.com,1999:blog-6616959642391988608.post-13968207910958127452014-05-09T05:13:35.880-07:002014-05-09T05:13:35.880-07:00James W. Paulsen, Ph.D.: "Are Bonds Cruising ...James W. Paulsen, Ph.D.: "Are Bonds Cruising for a Bruising?<br /><br />apparently this is one of the 100% who were recently polled expected the 10 yr to trade higher in yield 6 mos hence. whenever there are so many (but 100%?) in one camp, the opposite is bound to happenstevehttps://www.blogger.com/profile/07387986994469835875noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-12723001235359955472014-05-08T19:49:24.070-07:002014-05-08T19:49:24.070-07:00James W. Paulsen, Ph.D.: "Are Bonds Cruising ...<b>James W. Paulsen, Ph.D.: "Are Bonds Cruising for a Bruising?"</b><br /><br /><b>Economic and Market Perspective</b><br /><br />"The bond market has been bolstered by many favorable<br />influences so far in this recovery including an uncommonly<br />weak recovery, a large output gap, a populace worried mostly<br />about depressionary /deflationary outcomes, and Williamhttps://www.blogger.com/profile/04418491109912775561noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-51242163572246867182014-05-08T19:47:34.656-07:002014-05-08T19:47:34.656-07:00This comment has been removed by the author.Williamhttps://www.blogger.com/profile/04418491109912775561noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-44707033588896059052014-05-08T19:45:50.426-07:002014-05-08T19:45:50.426-07:00This comment has been removed by the author.Williamhttps://www.blogger.com/profile/04418491109912775561noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-90694331034825394922014-05-08T19:44:06.251-07:002014-05-08T19:44:06.251-07:00This comment has been removed by the author.Williamhttps://www.blogger.com/profile/04418491109912775561noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-70085816725778338862014-05-07T10:56:19.816-07:002014-05-07T10:56:19.816-07:00Is another recession imminent...?Is another recession imminent...?McKibbinUSAhttps://www.blogger.com/profile/10545798495680527622noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-22351962308539029802014-05-04T14:15:35.563-07:002014-05-04T14:15:35.563-07:00You relate that credit spreads are very tight.
...You relate that credit spreads are very tight. <br /><br />I comment that this reflects Credit Madness and is seen in Pursuit Of Yield Bearing Equity Investments, such as Water Resources, PHO, Dividends Excluding Financials, DTN, and Mid Cap Value Stocks, FVL, and Global Telecom, IST, such as ORAN, PHI, VZ, T, and Nation Investment, EFA, particularly in Greece, GREK, Ireland, EIRL, and its theyenguyhttps://www.blogger.com/profile/08515095308836729043noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-22320753233969999982014-05-04T10:20:28.165-07:002014-05-04T10:20:28.165-07:00Globally we see interest rates trending towards ze...Globally we see interest rates trending towards zero, so you are getting spread compression...people forget, in free markets there is no assurance of returns on savings...capital in plentiful...look for even lower rates and zero bound in the future....Benjamin Colehttps://www.blogger.com/profile/14001038338873263877noreply@blogger.com