tag:blogger.com,1999:blog-6616959642391988608.post3000388597987208681..comments2024-03-28T00:18:25.641-07:00Comments on Calafia Beach Pundit: Perspective on the recent market turmoilScott Grannishttp://www.blogger.com/profile/14028519647946868684noreply@blogger.comBlogger8125tag:blogger.com,1999:blog-6616959642391988608.post-61620106545190954902016-10-02T05:53:32.116-07:002016-10-02T05:53:32.116-07:00Markets hate politicians that can't be control...Markets hate politicians that can't be controlled. This recovery sits squarely on the back of cheap credit and cheaper gas prices--those will change when firms can't continue because they can't borrow. The 2009 recession was easily turned around on the credit--lets just see how that will work in 2017...Jessy Jameshttps://www.blogger.com/profile/15858484615002260201noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-36547904968447650462016-09-18T18:38:16.704-07:002016-09-18T18:38:16.704-07:00Steve....buy the rumor and sell the news!
Steve....buy the rumor and sell the news!<br />Johnny Bee Dawghttps://www.blogger.com/profile/06836875640973245734noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-73592541053896941642016-09-18T09:38:42.643-07:002016-09-18T09:38:42.643-07:00Ronrasch: Thank you!Ronrasch: Thank you!Scott Grannishttps://www.blogger.com/profile/14028519647946868684noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-25586236094878230622016-09-17T13:23:55.929-07:002016-09-17T13:23:55.929-07:00Scott, I really appreciate your analysis and persp...Scott, I really appreciate your analysis and perspective it creates.ronraschhttps://www.blogger.com/profile/14708698068353771219noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-61294120529360176302016-09-16T05:05:01.011-07:002016-09-16T05:05:01.011-07:00I could not disagree more than the idea that the m...I could not disagree more than the idea that the markets will embrace DT. Markets HATE change and DT represents more change than Hillary since we can assume a GOP congress. If DT continues to do well expect the markets to reflect "uncertainty".stevehttps://www.blogger.com/profile/07387986994469835875noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-86543618866492216802016-09-15T10:56:16.158-07:002016-09-15T10:56:16.158-07:00Trump's economic plan (https://www.donaldjtrum...Trump's economic plan (https://www.donaldjtrump.com/press-releases/trump-delivers-speech-on-jobs-at-new-york-economic-club) has lots of good stuff—e.g., lower income tax rates, a 15% business income tax rate, reduced regulatory burdens—but it suffers from too much protectionist rhetoric (e.g., branding China a currency manipulator) and pandering to the middle class. I'd like to think the Scott Grannishttps://www.blogger.com/profile/14028519647946868684noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-15376168555787017482016-09-15T09:15:27.363-07:002016-09-15T09:15:27.363-07:00Nobody is pricing in a Trump victory just yet, but...Nobody is pricing in a Trump victory just yet, but was interesting to see that the market rallied 240 points when Hillary collapsed at 9/11, and is now rallying nearly another 150 while Trump presents his excellent economic plan. (Thank you Art Laffer, Larry Kudlow and David Malpas, et al.)<br /><br />No biggie. Markets do their own thing, but they do happen to rise when there's good news Johnny Bee Dawghttps://www.blogger.com/profile/06836875640973245734noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-9338177285692832242016-09-14T17:11:41.712-07:002016-09-14T17:11:41.712-07:00Great post.
I am not sure that Fed can lower long...Great post.<br /><br />I am not sure that Fed can lower long-term rates except by being chronically tight.<br /><br />We have seen long-term rates trending down for 30 years.Benjamin Colehttps://www.blogger.com/profile/14001038338873263877noreply@blogger.com