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i'm not a doomsayer, but you're joking right? if you are in this market and don't see you're working in a high risk market and economy, i gotta hand it to you. i'd like to live in denial too! but safer to live on planet earth with Anthony i think...
When I see sales and earnings whiff convincingly for 2 quarters, than I'll worry. Corporate America has pressures, including a work force that is tired of being overworked & underpaid, having few employment alternatives during the recession for leverage. I have a feeling if the recovery stalls out, which means more of...more
you obviously are not a regular reader of his columns, because he's been saying the fundamentals are there and the runup can't go... well for months. he himself in this article admitted that he had it wrong until now. he didn't think the market would hold up this long.. but it has.
I'd have to see the books of both companies to see where it outperforms lowes, of if it's across the board hammering. And it makes you wonder how much is splitting a pie differently, and how much the pie is just getting bigger.
you got to hand it hd for now. thumbs up to them. I've personally found lowe's a more f...more
your concern centers around this statement in your column:
"If what's in the ground is seen by a banker as being worth less than what you're pumping now, you're going to want to pump now. New fields in countries that haven't seen an oil boom before are going to be exploited, regardless of price."
I don't know if ...more
your argument is only good to a degree for now. power companies have a fortune invested in infrastructure to bring reliable power to you home. but you sound like you don't want to acknowledge that. any change in this is going to have to be engineered by regulators carefully, slowly, over time. very carefully. i don't ...more
I don't see the comparison to 1987. in fact I don't see the comparison of this time to any other time in our economic history. my prediction: slow QE retrenchment, slowly moderate rise in interest rates, inflation around 2%, real estate continuing to rebound. GDP growth of 2.0 to 2.5%. corporate earnings under pressure...more
"My thesis has always been that inflation will eventually cause bond buyers to take the printing presses away from central banks"
Your thesis? The whole concept is based on a trade-off between unemployment vs inflation. (growth vs inflation). It's anything but a novel thought, Bill.
You write as though the fed...more
Fleckenstein knows what he is talking about. No need to get reactionary. It's near zero interest rates, a lot of cash available, and a mad dash for returns. And he spells it out pretty clearly he knows what's up. But if your currency is falling like a rock, it makes sense to me that could create problems. So far the U...more
5 days ago
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