tag:blogger.com,1999:blog-6616959642391988608.post3264325279599594806..comments2024-03-28T00:18:25.641-07:00Comments on Calafia Beach Pundit: What TIPS say about the futureScott Grannishttp://www.blogger.com/profile/14028519647946868684noreply@blogger.comBlogger10125tag:blogger.com,1999:blog-6616959642391988608.post-69392458231500107992012-07-30T08:26:46.762-07:002012-07-30T08:26:46.762-07:00This comment has been removed by a blog administrator.Anonymoushttps://www.blogger.com/profile/16091629980311184265noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-71973181671085465452012-05-18T05:24:31.556-07:002012-05-18T05:24:31.556-07:00PPPS: Hint: the best course of action during depre...PPPS: Hint: the best course of action during depressions is to buy cheap equities...McKibbinUSAhttps://www.blogger.com/profile/10545798495680527622noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-70363288421341799872012-05-18T05:21:45.606-07:002012-05-18T05:21:45.606-07:00This comment has been removed by the author.McKibbinUSAhttps://www.blogger.com/profile/10545798495680527622noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-70836754644474816732012-05-18T05:21:30.530-07:002012-05-18T05:21:30.530-07:00PPS: Real government spending is likely to decline...PPS: Real government spending is likely to decline by as much as 40% in the coming decade -- the question becomes, "how should we as investors exploit this restructuring...?"McKibbinUSAhttps://www.blogger.com/profile/10545798495680527622noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-58374481076303099782012-05-18T05:17:05.313-07:002012-05-18T05:17:05.313-07:00PS: Federalism has a long history of abandoning la...PS: Federalism has a long history of abandoning large segments of its society -- witness the abandonment of the south during and following the Civil War, mid-west farms during the Great Depression, city ghettos throughout the industrial age through to today, and now the American suberbs -- I suppose the modern term for the phenomenon is creative destruction -- restructuring is always accompanied McKibbinUSAhttps://www.blogger.com/profile/10545798495680527622noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-47733829356144440092012-05-18T05:10:12.030-07:002012-05-18T05:10:12.030-07:00Main Street USA is in depression, as evidenced by ...Main Street USA is in depression, as evidenced by persistent declines in real wages, home values, and the employment-to-population ratio -- moreover, Federalism has abandoned Main Street in order to save itself -- the TIPS evidence just reinforces that view -- most Americans are living through dark times, which are only going to get worse as public spending restructures to the emerging budget McKibbinUSAhttps://www.blogger.com/profile/10545798495680527622noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-71896671103413342912012-05-17T21:06:33.501-07:002012-05-17T21:06:33.501-07:00Squire,
"...half of U.S. is greek..."
...Squire,<br /><br />"...half of U.S. is greek..."<br /><br />That's a great line.bob wrighthttps://www.blogger.com/profile/09546025277161775062noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-19913107786283976432012-05-17T12:19:48.946-07:002012-05-17T12:19:48.946-07:00There are lots of reasons to be pessimistic: Chin...There are lots of reasons to be pessimistic: China & Europe contraction; high wages and prices in the U.S. compared to India and other emerging economies; Keynesianism and Monetarism only solving the problem that the real problem of slow growth will not be addressed; public employee power; half of U.S. is greek; denial that there is a debt problem; unfavorable demographics; etc., etc., etc.Squirehttps://www.blogger.com/profile/14088030568579672500noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-33701774911891238122012-05-17T11:34:14.654-07:002012-05-17T11:34:14.654-07:00So, lets be rather pessimistic and expect only 1% ...So, lets be rather pessimistic and expect only 1% average, real global GDP growth for the next 10 years and also expect average inflation of around 2% annually - that is 3% average nominal global GDP. That is the world in which corporations operate.<br /><br />Therefore, global corporations' income will increase by 30% over 10 years under this synario. I will take that over a negative yield Williamhttps://www.blogger.com/profile/04418491109912775561noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-49460929013249563562012-05-17T11:29:53.650-07:002012-05-17T11:29:53.650-07:00Has anyone looked at TLT lately? It's obviousl...Has anyone looked at TLT lately? It's obviously in a bubble, similar to one which occurred in late September. And we know there was a big rally in October.<br /><br /><a href="http://www.marketwatch.com/investing/fund/TLT" rel="nofollow">TLT</a><br /><br />What's even more amazing is that, as I type this, it's about as high as it was in early 2009, and in September it got even higher!Anonymousnoreply@blogger.com