tag:blogger.com,1999:blog-6616959642391988608.post1619641944962607672..comments2024-03-28T00:18:25.641-07:00Comments on Calafia Beach Pundit: Assessing the market's assumptionsScott Grannishttp://www.blogger.com/profile/14028519647946868684noreply@blogger.comBlogger12125tag:blogger.com,1999:blog-6616959642391988608.post-17061276010483526732010-12-07T10:55:05.388-08:002010-12-07T10:55:05.388-08:00Benji,
Your short-sightedness is exactly why we a...Benji,<br /><br />Your short-sightedness is exactly why we are here and the reason will repeat this experience in the not so distant future.Public Libraryhttps://www.blogger.com/profile/00017383928897945054noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-36836773355591989802010-12-07T10:41:17.033-08:002010-12-07T10:41:17.033-08:00Public Library-
S&P hitting new highs today.
...Public Library-<br /><br />S&P hitting new highs today.<br /><br />Let's hope Bernanke continues with his pillaging, and throws in some marauding and plunder too.<br /><br />Wake me when you see serious inflation in Japan. Me, and Rip Van Winkle.Benjamin Colehttps://www.blogger.com/profile/14001038338873263877noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-84580680574648223542010-12-07T09:22:20.748-08:002010-12-07T09:22:20.748-08:00I believe much of what happened in Japan had to do...I believe much of what happened in Japan had to do with demographics. Demographics create titanic shifts, albeit gradually.<br /><br />This offset much of what the government tried to do. Their situation seems dire to me. I think Japan is headed for one heck of a train wreck when the tide eventually turns.<br /><br />My guess is massive inflation too. The elderly will eventually spend the saved Public Libraryhttps://www.blogger.com/profile/00017383928897945054noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-38351801248609729812010-12-07T09:03:56.712-08:002010-12-07T09:03:56.712-08:00Public Library-
Given your views, why did Japan n...Public Library-<br /><br />Given your views, why did Japan not have inflation 2001-6, when it had both QE and fiscal deficits?<br /><br />Why is Japan mired in deflation to this day? <br /><br />What could Japan do to exit deflation?<br /><br /><br /><br />Why are property and equity values down 75 percent in Japan in the last 20 years? Is that a good result? Is that a result we should have in Benjamin Colehttps://www.blogger.com/profile/14001038338873263877noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-21187948924513470272010-12-07T08:50:57.603-08:002010-12-07T08:50:57.603-08:00Scott,
Thank you for all the great charts! You&#...Scott,<br /><br />Thank you for all the great charts! You're great.Michael Meyershttps://www.blogger.com/profile/16897177627300304126noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-29296330146710373372010-12-07T08:07:06.846-08:002010-12-07T08:07:06.846-08:00Bernanke stated on National television he is 100% ...Bernanke stated on National television he is 100% certain he can control inflation.<br /><br />Inflation is already here and Bernanke's track record of predicting the future is horrific.<br /><br />The markets should pay more attention to the man at the helm because the ship is headed for a titanic size iceberg.Public Libraryhttps://www.blogger.com/profile/00017383928897945054noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-67739467905835220722010-12-07T05:46:21.319-08:002010-12-07T05:46:21.319-08:00I might have asked you the same thing....but I did...I might have asked you the same thing....but I didn't.Johnhttps://www.blogger.com/profile/11652253509768573561noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-28495251965857148812010-12-06T22:03:50.152-08:002010-12-06T22:03:50.152-08:00easy road for equities to rise when you have hot m...easy road for equities to rise when you have hot money coming in from hedge funds borrowing overnight from the fed..<br /><br />The market is a casino..nothing more...Without QE1&2 all these charts would be reversed....throw in FASB denial and all I see is insolvent companies and a last gasp effort to save pensions, spectulators and greed...honestcreditguyhttps://www.blogger.com/profile/04753136939700776989noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-24119906864854596292010-12-06T17:46:58.132-08:002010-12-06T17:46:58.132-08:00how do you assess your own assumptions?how do you assess your own assumptions?septizoniomhttps://www.blogger.com/profile/14253705209662419429noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-41507052829598274922010-12-06T15:18:02.442-08:002010-12-06T15:18:02.442-08:00On August 25th Scott made a post called "20 B...On August 25th Scott made a post called "20 Bullish Charts". The SPY exchange traded fund was at 1040 and the Russell 2000 ETF symbol IWM was at 59. As of today's close the SPY is 1227 up 18% from the time of Scott's August post. The IWM is up a scorching 28% to 76. <br /><br />Scott took some heat for being bullish but he was right. I strongly suspect he is right again. This Johnhttps://www.blogger.com/profile/11652253509768573561noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-74655382458728181992010-12-06T15:15:45.974-08:002010-12-06T15:15:45.974-08:00In my opinion we are in a transition from a profou...In my opinion we are in a transition from a profoundly eskeptic market to an optimist market. But this process will take a lot more months.<br /><br />Your ratios agree with my vision of the psicology of the market.anonimoXXXhttps://www.blogger.com/profile/15455664336021908213noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-39953699691164978802010-12-06T15:09:48.048-08:002010-12-06T15:09:48.048-08:00Wow! A terrific wrap-up by Scott Grannis.
Caution...Wow! A terrific wrap-up by Scott Grannis.<br /><br />Caution is the byword of today's investors. B. Wary is thy name.<br /><br />I think this excellent collection of charts, especially the one pertaiing to market caps and profits, suggest a sustained bull market on the horizon. I have been saying this for a long time. Sooner or later, I will be right. So I will keep saying it.Benjamin Colehttps://www.blogger.com/profile/14001038338873263877noreply@blogger.com