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Tag Archives: Housing Bust
The GD Words were used at the CFA Institute’s European Investment Conference
Uh oh. …MIT Sloan School of Management professor Simon Johnson didn’t equivocate on the perils of the current global economic environment. “We have built a dangerous financial system in the United States and Europe,” said the former chief economist at … Continue reading
Immigration as One Part of a Solution to US Economic Problems
Two days ago I wrote about the baby tourism industry on which a Rock Center segment focused: http://amarginofsafety.com/2011/10/31/baby-toursim-us-problem-or-opportunity/ Today a Wall Street Journal story highlights that allowing wealthy foreigners to immigrate to the US may be more of an opportunity than many know–under the proper … Continue reading
Posted in Uncategorized
Tagged China, Chinese Millionaires, Housing Bust, Immigration
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Capital Economics on the Bailout’s Fanciful Notion
Interesting DJ Newsire Market Talk story: DOW JONES NEWSWIRES 1:04 (Dow Jones) “Even if the Greek referendum problem is ironed out, hopes within the euro-zone that governments from outside the region will contribute to an increase in the ‘firepower’ of the … Continue reading
Baby Toursim: US Problem or Opportunity?
Brian Williams’ new show, Rock Center, broadcast this evening with a piece on wealthy foreign pregnant women–many Chinese–who are coming to the US to give birth so that their children can receive citizenship and a Social Security card. Many are outraged … Continue reading
Counterfactual Friday: The CAPE
Current Market Perspective: Moderately bearish based on three pieces of information: Our bottom-up security selection process is revealing few bargains; Total public and private debt in developed countries is unsustainably high relative to GDP and will require long, painful de-leveraging … Continue reading
“First, Get a Trillion Euros…”
The market is soaring today on the Greek bailout plan, or should we say the European bailout plan because, lest we forget, there are several more countries that still need a bailout. The plan is amusing to me, though I should … Continue reading
Just What is Seth Klarman up to? It May not be What Optimists Believe
Apparently, Seth Klarman is in the market for capital. This is always news because Klarman has a reputation for shunning capital from new investors and frequently returning excess capital to existing investors. However, the author of the attached story has … Continue reading
Posted in Uncategorized
Tagged Behavioral Finance, Benjamin Graham, CAPE, CFA Institute, China, Conventional Professional Investors, Financial Media, Free Markets, Housing Bust, Invisible Hand, Jason Zweig, Long-Short, Margin of Safety, Quantitative Easing, Risk, Seth Klarman, Short Sales, Tobin's Q Ratio, Value Ideas, Value Investing
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Rumors Drive the Market Upward Again
As I have written before, any news rumor is good news for the market; the aftershock of disappointment is likely to be much more pronounced. From a Dow Jones Newsire report published online at 5:17pm today: On Tuesday, the market … Continue reading
What is Behind the Market’s 12% Jump in One Week?
At 3:15 pm on October 4, the S&P 500 was at 1081.89. By 4:oo pm it finished at 1123.95, up 3.89% in forty-five minutes. To put that in perspective, the market was in the 1081 range in October 1998. So, … Continue reading
Market Valuation, Deus Ex Machina, and Volatility
We have written several times to say that the market in general is overvalued based on earnings (the CAPE) and book value (Tobin’s Q). Even after the recent selloff, the market is still well above long-term averages. However, astute market … Continue reading
Posted in Uncategorized
Tagged Behavioral Finance, CAPE, China, Competition and Strategy, Conventional Professional Investors, deus ex machina, Entrepreneurial Spirit, Financial Media, Free Markets, Friederich Hayek, Housing Bust, Invisible Hand, Italy, Margin of Safety, Quantitative Easing, Risk, Robert Shiller, Tobin's Q Ratio, Value Investing
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