bespokeinvest.typepad.com - 3/9/2009
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Back on November 20th (which was at least a short-term bottom), we asked readers how low the Dow would get between then and the end of 2009. As shown in the chart below, 6,000 got the most responses. With the Dow currently at 6,400 and change, 6,000 isn't that far off, so we again ask the same ...
theoildrum.com - 3/8/2009
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theoildrum.com —
In interviews, speeches and in writing on this
blog, I often point out that financial capital is...
just a marker for real capital, which is comprised of natural, built, social and human components. In the context of upcoming social upheaval given ...
(more)
How $30,000 Can be More Than $300,000
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FT Alphaville —
Elsewhere on Monday, - The problem of public pension underfunding is rapidly becoming the next major administrative nightmare - Where next for the Dow ?, 6,000, 5,000, 4,000? - Low oil prices are saving the US economy $16bn per month compared to the first 8 months of 2008 - Moving in on the shadow financial system - Could Buffett be going to zero ? - Myron Scholes says blow all ‘em CDSs up - The Bank of England may have averted a catastrophe - Troubles in Mexico are brewing - Fishermen are a lot like American ...
Rearview Mirror Watching Leads to Bottom Blindness
College Analysts —
... 1.) It’s much easier to say that people are looking for a bottom two weeks after the market actually put in a low, and has risen by 20%, than to consider what happened at the point in time when the low occurred. So, what was sentiment actually like? First, this chart from Bespoke shows their poll at the November 2008 “ ...
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World Equity Market Declines: -$26,000,000,000,000
bespokeinvest.typepad.com 10/9/2008 — Here's one to take home with you tonight, although it might make it tough to keep your dinner down. Since last October, the value of stocks worldwide has fallen 41%, or $25.9 trillion. As shown in the chart below, Bloomberg's World Market Cap index ...
Dow 9,000!
krugman.blogs.nytimes.com 10/9/2008 — Stock prices are, however, the least of our worries. The money markets are frozen; the TED spread is 4.14%.
G7 meeting tomorrow, IMF-World Bank over the weekend. Now is the time for major action - an announcement of coordinated capital injections, ...
Morning Reads 8-4-2009
portfoliotilt.com 8/4/2009 — Good Morning:
1.) What's Happening Today: Tuesday, August 4 (Clusterstock)
2.) Credit Suisse Says Property-Sector Construction is Surging (Barron's)
3.) Burger King and Wendy's: A Tale of Burgers and Boneless Chicken Wings (WSJ)
Read more...
Morning Reads 8-31-2009
portfoliotilt.com 8/31/2009 — Good Morning:
1.) What's Happening Today: Monday, August 31 (Clusterstock)
2.) Can the Rally Run Without Revenue? (Pragmatic Capitalist)
3.) Don't Sweat the Junky Stuff (Barron's)
4.) REITs Racing to Bankruptcy (Contrarian Profits)
Read more...
Morning Reads 9-3-2009
portfoliotilt.com 9/3/2009 — Good Morning:
1.) What's Happening Today: Thursday, September 3 (Clusterstock)
2.) KKR Turns Vulture Investor as Distressed Debt Cheaper Than LBOs (Bloomberg)
3.) Student Debt is Skyrocketing (The Daily Beast)
4.) There Goes the European CMBS Neighbourhood (FT Alphaville)
Read ...
Morning Reads 9-4-2009
portfoliotilt.com 9/4/2009 — Good Morning:
1.) What's Happening Today: Friday, September 4 (Clusterstock)
2.) Buffet's Berkshire Cuts Moody's Stake Second Time in 2 Months (Bloomberg)
3.) The New Masters of Wall Street (Forbes)
Read more...
Keeping The Dow Above 6,000
247wallst.com 2/20/2009 — Now that the DJIA has dropped below 7,500 it is clear that its next stop may be much lower. The market is still terribly concerned about the banking system. Rumors about better access to credit are...
Dow 10,000: It’s do-over time!
blogs.reuters.com 10/16/2009 — Remember the grim days of March? You should. Millions of small investors across the country were staring aghast at their brokerage statements, with one thought going through their heads: "I should never have invested in the stock market". They'd done ...
Dow 7,000. My Fault.
paul.kedrosky.com 10/12/2008 — I knew things were nutty toward the end of my time in the brokerage business, but, according to one analyst, it was beyond nutty, it was the actual inflection point that sent us hurtling toward where we are today. Sorry folks. [via ...