tag:blogger.com,1999:blog-6616959642391988608.post3220952010773060576..comments2024-03-28T00:18:25.641-07:00Comments on Calafia Beach Pundit: As fear declines, prices riseScott Grannishttp://www.blogger.com/profile/14028519647946868684noreply@blogger.comBlogger5125tag:blogger.com,1999:blog-6616959642391988608.post-25519649128535037102010-11-05T01:28:26.726-07:002010-11-05T01:28:26.726-07:004/23/10 S&P 500 at 1217 TTM GAAP earnings yiel...4/23/10 S&P 500 at 1217 TTM GAAP earnings yield 5.01%<br /><br />Moody's Baa yield 6.21%<br /><br />11/04/10 S&P 500 1221 TTM GAAP earnings yield 5.88%<br /><br />Moody's Baa yield 5.61%broderohttps://www.blogger.com/profile/12296214283216386700noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-2696566443164114892010-11-04T12:20:42.580-07:002010-11-04T12:20:42.580-07:00Extending the Bush tax cuts is the first step towa...Extending the Bush tax cuts is the first step towards strengthening the economy. Nothing can be done to address the deficit from a position of weakness. Growth can trump a lot of problems. Allowing the tax cuts to expire would pose a serious threat to growth. I think people can understand this, and I think there are a number of Dem Senators facing re-election in '12 that would like to Scott Grannishttps://www.blogger.com/profile/14028519647946868684noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-2295448093513654412010-11-04T11:19:52.428-07:002010-11-04T11:19:52.428-07:00Sorry Scott, I don't see how you get the Bush ...Sorry Scott, I don't see how you get the Bush tax cut extension cooked in already. <br /><br />If the Republicans want to give their core constituency a tax break, I think it beholds the President to let them explain why a deficit cutting election platform translates into a budget deficit increasing strategy (I know the answer by the way).<br /><br />I get the market exuberance, I don't Frozen in the Northhttps://www.blogger.com/profile/04901959687094626879noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-42681366542654983682010-11-04T11:13:12.787-07:002010-11-04T11:13:12.787-07:00As fear declines, businesses may begin to borrow a...As fear declines, businesses may begin to borrow again. If lending increases, bank profitability will improve. <br /><br />Watch the share prices of the banks. They are way behind the market. As fear declines, bank stock prices may rise.Johnhttps://www.blogger.com/profile/11652253509768573561noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-21805585221269953942010-11-04T10:01:08.349-07:002010-11-04T10:01:08.349-07:00why do you disparage fear?why do you disparage fear?septizoniomhttps://www.blogger.com/profile/14253705209662419429noreply@blogger.com