Month: February 2011

  • Three Conditions On Who Should Listen To Warren Buffett

    1. If you own stocks which were the top recipients of bailout money.2. If you want to take advise from a billionaire whose company Berkshire Hathaway overall stock performance is down 10% over the last three years.3. If you need a folksy patriotic advise from someone whose own personal life investment horizon might be measured…

  • Top Ten Riskiest

    Top Ten Riskiest

    From Naked CapitalismFigure 1. Systemic risk top ten (as of 20 February 2011)

  • How Investors Have Done:Source QRiskValue

    QRiskValue Analysis Since Jan 1 2008, how on average, trend, bargain hunters, and buy the dip investors have done. Data QRiskValue.com

  • Economic Slowdown

    U.S. economic recovery threatened by events in Midwest, Middle East Washington Post Neil Erwin and Michael A. Fletcher Just when the economic recovery seemed to gain momentum, two new threats have emerged that could undermine it. One has flared in the Midwest, the other in the Middle East. (Entire Article)

  • Government Shutdown

    Policy Paralysis By Jonathan Bernstein Up until now, a government shutdown because of a stalemate over the budget was a strong possibility, but it didn’t appear inevitable. That’s because House Speaker John Boehner stands to be badly hurt by the train wreck a shutdown would be, and I’m confident—from what he’s said and because he…

  • Bull Market Now 18 Months Old

    Bull Market Now 18 Months Old

    Bull Market now about to enter its 19th month matching almost exactly the oscillation extension created at the end of the Bear run. If the top is in, it is a long way to to flat line. That is before you enter a Bear phase. (Data from QRiskValue.com)

  • Price Headwinds Data

    Rank Stock Fat P/E 1 F 215% 7.3 2 AAPL 160% 19.26 3 IBM 54% 14.17 4 GOOG 31% 23.62 5 GS 10% 8.7 6 MSFT 0% 11.32 7 PFE 0% 26.29 8 CME -4% 0 9 BAC -60% 0 10 C -80% 0 The Data above provided by QRiskValue shows percentage (FAT) gains or…

  • Valuations

    A scary reality lurks beneath the fantasy By James Mackintosh Published: February 20 201 (FT.com) The US cyclically adjusted price-earnings ratio, which measures share prices relative to the 10-year average of inflation-adjusted profits, is very high. It stands at 23.7, way above its 16.4 average over the past century or so.It is now almost exactly…

  • Revisiting The Economic Crime Scene

    Rethinking the Great Recession by Robert J. Samuelson We Americans turn every major crisis into a morality tale in which the good guys and the bad guys are identified and praised or vilified accordingly. There’s a political, journalistic, and intellectual imperative to find out who caused the crisis, who can be blamed, and who can…

  • The Lady Doth Protest Too Much, Methinks

    Bernanke defends QE2 on global stage Fed is not cause of destabilizing capital flows, he says WASHINGTON (MarketWatch) — Stung by criticism about the negative spillover effects on the global economy of the Federal Reserve’s $600 billion bond-buying program, Fed Chairman Ben Bernanke issued a strong defense of the policy Friday as central bankers and…