tag:blogger.com,1999:blog-6616959642391988608.post4774227419416264163..comments2024-03-28T00:18:25.641-07:00Comments on Calafia Beach Pundit: Corporate profits just keep on increasingScott Grannishttp://www.blogger.com/profile/14028519647946868684noreply@blogger.comBlogger6125tag:blogger.com,1999:blog-6616959642391988608.post-36740867180516177472013-12-06T00:30:48.066-08:002013-12-06T00:30:48.066-08:00Ben Jamin, you may have a point on the productivit...Ben Jamin, you may have a point on the productivity side of things.<br /><br />http://www.economist.com/node/15731230Hanshttps://www.blogger.com/profile/05183141792723754273noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-60865976703100446442013-12-06T00:24:16.605-08:002013-12-06T00:24:16.605-08:00To want degree has free money (low interest rates)...To want degree has free money (low interest rates) meant to corporations bottom line?<br /><br />After all, the general economy is sub-par at best..<br /><br />There must be a reason as to why companies are generating such a great deal of money; it certainly is not a booming growth..Hanshttps://www.blogger.com/profile/05183141792723754273noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-65445111183774612092013-12-05T20:06:06.270-08:002013-12-05T20:06:06.270-08:00The private sector does more for less continuously...The private sector does more for less continuously...despite some recent naysaying about the speed of innovation, I suspect the private sector is still using iPhones, iPads, the Internet and other technologies to improve productivity...<br /><br />More is dropping to the bottom line...<br /><br />Wages/compensation well under control....<br /><br />Look for several years of this, as long as the Benjamin Colehttps://www.blogger.com/profile/14001038338873263877noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-66346745446554299252013-12-05T14:15:15.184-08:002013-12-05T14:15:15.184-08:00Schaeffer's Investors Intelligence
This is a ...<b>Schaeffer's Investors Intelligence</b><br /><br />This is a weekly survey of investment advisers' sentiment. At the October 2007 market top the Bulls were 62.0%. This week the Bulls are 57% and the Bull / Bear Ratio is a rarely seen 3.99<br /><br />Date_____Bulls____Bears<br /><br />12/04.....57.1.....14.3<br />11/27.....55.7.....14.4<br />11/20.....53.6.....15.5<br />11/13.....52.6...Williamhttps://www.blogger.com/profile/04418491109912775561noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-82751945149400248882013-12-05T12:20:32.257-08:002013-12-05T12:20:32.257-08:00As I try to point out in my post, what "steve...As I try to point out in my post, what "steve" describes is what I believe the market is priced to. The market has been worrying about a profits mean reversion for years, but it hasn't come. Arguably, since the market fears substantial weakness in profits, the reality of a profits decline might not cause the market to decline significantly. <br /><br />I note that profits declined Scott Grannishttps://www.blogger.com/profile/14028519647946868684noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-70723447155625102532013-12-05T12:09:14.961-08:002013-12-05T12:09:14.961-08:00a cursory look at your charts strongly suggests th...a cursory look at your charts strongly suggests that profits as a % of gdp have gotten way ahead of themselves and will revert as they did in '99 and '08. consider the length and size of this bull and that tapering is surely imminent and<br />sentiment is at best complacent and you have a very nice recipe for the next bear. not to mention that the fed has artificially kept rates way to stevehttps://www.blogger.com/profile/07387986994469835875noreply@blogger.com