tag:blogger.com,1999:blog-6616959642391988608.post7809677555097226233..comments2024-03-28T00:18:25.641-07:00Comments on Calafia Beach Pundit: Equity valuation updateScott Grannishttp://www.blogger.com/profile/14028519647946868684noreply@blogger.comBlogger3125tag:blogger.com,1999:blog-6616959642391988608.post-77971774315787943402011-09-23T10:29:41.553-07:002011-09-23T10:29:41.553-07:00Brazil has hiked tariffs to China to 30%. China wi...Brazil has hiked tariffs to China to 30%. China will not bail Europe. Growing protectionism can be fatal.TradingStrategyLetter - Weekly Summaryhttps://www.blogger.com/profile/06430136667577107255noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-45583227164255734572011-09-23T08:56:07.839-07:002011-09-23T08:56:07.839-07:00we have a anti-business D-Party, and and an obstru...we have a anti-business D-Party, and and an obstructionist, nihilist, lunatic GOP, and a dithering do-nothing Fed.<br /><br />Besides that, I am optimistic.Benjamin Colehttps://www.blogger.com/profile/14001038338873263877noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-23052631746114676002011-09-23T08:27:36.024-07:002011-09-23T08:27:36.024-07:00i have become much more bearish as i watch the eur...i have become much more bearish as i watch the european financial situation unfold. they have a huge collective action problem over in europe, and any response to a financial tumult has to be strong and coordinated. i see nothing like that out of the europeans, and i doubt that any fallout would be "manageable" for the US markets. i just don't think you can reliably use old saws Christian S. Herzeca, Esq.https://www.blogger.com/profile/09913237226503475709noreply@blogger.com