tag:blogger.com,1999:blog-6616959642391988608.post7227202404202035928..comments2024-03-28T00:18:25.641-07:00Comments on Calafia Beach Pundit: October jobs not a big surpriseScott Grannishttp://www.blogger.com/profile/14028519647946868684noreply@blogger.comBlogger7125tag:blogger.com,1999:blog-6616959642391988608.post-70509194464719831292015-11-11T18:06:26.244-08:002015-11-11T18:06:26.244-08:00@ marcusbalbus - "dull" ? Only if you do...@ marcusbalbus - "dull" ? Only if you don't know how to profit from the report/info<br /><br />I stumbled on this site from one of the other sites, I wish I would have landed on this site much much earlier.<br /><br />Scott - Thanks for the valuable info you are providing! <br /><br />WalterUnknownhttps://www.blogger.com/profile/17322920628394757852noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-64740082051167819522015-11-11T18:05:36.763-08:002015-11-11T18:05:36.763-08:00This comment has been removed by the author.Unknownhttps://www.blogger.com/profile/17322920628394757852noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-90116310789163087292015-11-10T15:42:32.944-08:002015-11-10T15:42:32.944-08:00I do like some commodity stocks that offer a good ...I do like some commodity stocks that offer a good dividend, like Potash (POT). 7% and change, and if fertilizer prices ever go up again...<br /><br />Nikkei 225 having a great year...corporate profits strong in Japan...smart central bank<br /><br />My guess is that the Fed will make a mistake and tighten monetary policy, either passively or actively. This makes US equities market a difficult playBenjamin Colehttps://www.blogger.com/profile/14001038338873263877noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-8091696243953185542015-11-10T09:05:42.872-08:002015-11-10T09:05:42.872-08:00The Bloomberg Commodity Index is not an index of c...The Bloomberg Commodity Index is not an index of commodity prices. "It is calculated on an excess return basis and reflects commodity futures price movements." It only includes commodities that have associated futures contracts, and it reflects the investment returns one would receive by investing in the front-month contract and rolling every month to the next contract. It is designed Scott Grannishttps://www.blogger.com/profile/14028519647946868684noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-47754393128003742272015-11-10T01:23:23.931-08:002015-11-10T01:23:23.931-08:00"For the markets “the ‘elephant in the room’ ..."For the markets “the ‘elephant in the room’ remains concerns about the Chinese economy, particularly given another weak October trade number over the weekend, as well as continued weakness in commodity prices which yesterday saw the Bloomberg Commodity Index hit another 16-year low,” writes Michael Hewson, chief market analyst at CMC Markets UK<br /><br />--30--<br /><br />a 16-year low? Benjamin Colehttps://www.blogger.com/profile/14001038338873263877noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-67384609026464647482015-11-09T17:12:16.494-08:002015-11-09T17:12:16.494-08:00dulldullmarcusbalbushttps://www.blogger.com/profile/13596266889368486043noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-72428283040780155242015-11-06T20:43:44.087-08:002015-11-06T20:43:44.087-08:00Excellent wrap-up, IMHO.
Not sure how a central b...Excellent wrap-up, IMHO.<br /><br />Not sure how a central bank raising rates results in "some of the policy uncertainty will fade, and the economic fundamentals will improve on the margin. This is all good news."<br /><br />How will higher interest rates improve economic fundamentals? I certainly do not think Janet Yellen has any special insights into the economy. In fact, the Fed has Benjamin Colehttps://www.blogger.com/profile/14001038338873263877noreply@blogger.com