tag:blogger.com,1999:blog-6616959642391988608.post7957399491323410576..comments2024-03-28T00:18:25.641-07:00Comments on Calafia Beach Pundit: The end of fiscal nirvanaScott Grannishttp://www.blogger.com/profile/14028519647946868684noreply@blogger.comBlogger7125tag:blogger.com,1999:blog-6616959642391988608.post-21628736929576633482015-01-14T04:42:12.107-08:002015-01-14T04:42:12.107-08:00http://www.marketwatch.com/story/copper-prices-slu...http://www.marketwatch.com/story/copper-prices-slump-to-2009-levels-sparking-growth-concerns-2015-01-13?dist=beforebell<br /><br />so not only is crude in freefall, copper is also. I just cannot beleive this will end well. commodities and bond yields tanking portends poorly for worldwide growth.stevehttps://www.blogger.com/profile/07387986994469835875noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-69460245217599097422015-01-14T04:11:36.936-08:002015-01-14T04:11:36.936-08:00How about the record of 1995-2001?How about the record of 1995-2001?BamBamFunkhouserhttps://www.blogger.com/profile/16259775902360799920noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-33521912264002927532015-01-13T21:20:30.145-08:002015-01-13T21:20:30.145-08:00Roy: I will worry about rising inflation as long a...Roy: I will worry about rising inflation as long as the Fed seems more worried about the health of the economy than it does the risk of higher inflation. Scott Grannishttps://www.blogger.com/profile/14028519647946868684noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-62698924226198336872015-01-13T20:00:55.437-08:002015-01-13T20:00:55.437-08:00Some interesting fiscal and monetary times ahead.
...Some interesting fiscal and monetary times ahead.<br /><br />If the GOP again controls DC (Congress, White House and Supremes), will we see balanced federal budgets and tight money?<br /><br />The record of 2000-2008 suggests the opposite. <br /><br />It may be that one-party control always leads to gushers of red-ink spending, as every Congressperson wants more spending in their state or Benjamin Colehttps://www.blogger.com/profile/14001038338873263877noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-46605658212757770782015-01-13T19:03:07.671-08:002015-01-13T19:03:07.671-08:00Scott,
"Once interest rates start rising (if...Scott,<br /><br />"Once interest rates start rising (if they ever do)"<br /><br />You no longer expect rising inflation?<br /><br />Thanks.Royhttps://www.blogger.com/profile/09325498485905547125noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-85751179379791101012015-01-13T18:52:06.717-08:002015-01-13T18:52:06.717-08:00This is a very misleading piece that is missing a ...This is a very misleading piece that is missing a key fact. It's an apple vs. oranges comparison of PE ratios. The widely quoted PE ratio of 18 for the s&p 500 is a cap-weighted average, whereas the much higher median PE ratio comes from an equal weighted mix of stocks. <br /><br />In an equal weighted index, small cap stocks receive much more weight than they do in a cap weighted index. Scott Grannishttps://www.blogger.com/profile/14028519647946868684noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-74468536716364783682015-01-13T18:07:04.421-08:002015-01-13T18:07:04.421-08:00Wells Cap, James Paulsen: Median NYSE Price/Earnin...<b>Wells Cap, James Paulsen: Median NYSE Price/Earnings Multiple at Post-War RECORD</b><br /><br />The S&P 500 begins the new year with a price/earnings (P/E) multiple of about 18 times trailing 12-month earnings per share. This represents a valuation higher than about 74% of the time since 1945. While a relatively high valuation, it remains far below its post-war record of<br />more than 30 Williamhttps://www.blogger.com/profile/04418491109912775561noreply@blogger.com