http://www.safehaven...rticle-7687.htm
cliff droke on hussman
Started by
da_cheif
, Jun 02 2007 06:17 PM
7 replies to this topic
#1
da_cheif
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#2
Tor
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Posted 02 June 2007 - 06:29 PM
Market being bot as people think equities will protect against the coming inflation explosion. I think they will be proved wrong in the end, maybe not yet, but eventually. Maybe late this year or next.
That will take the PE on both bond and stocks down big time IMO, china boom or not.
Observer
The future is 90% present and 10% vision.
The future is 90% present and 10% vision.
#3
da_cheif
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Posted 02 June 2007 - 06:33 PM
Market being bot as people think equities will protect against the coming inflation explosion. I think they will be proved wrong in the end, maybe not yet, but eventually. Maybe late this year or next.
That will take the PE on both bond and stocks down big time IMO, china boom or not.
the point was this chart of valuations.........the markets gonna make what happened in the 90.s childs play in comparison.....blame it on the shrinking dows divisor......
http://www.safehaven.../droke/7687.png
#4
Tor
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Posted 02 June 2007 - 06:38 PM
Market being bot as people think equities will protect against the coming inflation explosion. I think they will be proved wrong in the end, maybe not yet, but eventually. Maybe late this year or next.
That will take the PE on both bond and stocks down big time IMO, china boom or not.
the point was this chart of valuations.........the markets gonna make what happened in the 90.s childs play in comparison.....blame it on the shrinking dows divisor......
http://www.safehaven.../droke/7687.png
Yep, the shrinking pool is very supportive. Walmat announcing buybacks Fridays too, and Private Equity boom. A remarkable time overall. "A boom for all to see".....Livermoor, until the infation kicker comes back that is. one day when all these chinese start eating protein based diets.
Edited by Tor, 02 June 2007 - 06:40 PM.
Observer
The future is 90% present and 10% vision.
The future is 90% present and 10% vision.
#5
pdx5
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I want return OF my money more than return ON my money
Posted 03 June 2007 - 12:34 AM
I think Dr. Hussman's article was way over head for Mr Droke. Not only that but
CD missed the main point the doctor was making which is that HISTORICALLY the
stock market has yielded poor LT results in comparison to even treasuries if new
money is invested at current levels. Hussman never says that market is ready for
a immediate fall.
IMPO momentum & other factors are likely to carry stocks higher during the summer.
Edited by pdx5, 03 June 2007 - 12:39 AM.
"Money cannot consistently be made trading every day or every week during the year." ~ Jesse Livermore Trading Rule
#6
n83
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Posted 03 June 2007 - 07:10 AM
Market being bot as people think equities will protect against the coming inflation explosion. I think they will be proved wrong in the end, maybe not yet, but eventually. Maybe late this year or next.
That will take the PE on both bond and stocks down big time IMO, china boom or not.
the point was this chart of valuations.........the markets gonna make what happened in the 90.s childs play in comparison.....blame it on the shrinking dows divisor......
http://www.safehaven.../droke/7687.png
for child's play the dow needs 90-100k..
even children of today gonna have to wait a long time for the '90s to look like child's play
#7
da_cheif
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Posted 03 June 2007 - 08:31 AM
Market being bot as people think equities will protect against the coming inflation explosion. I think they will be proved wrong in the end, maybe not yet, but eventually. Maybe late this year or next.
That will take the PE on both bond and stocks down big time IMO, china boom or not.
the point was this chart of valuations.........the markets gonna make what happened in the 90.s childs play in comparison.....blame it on the shrinking dows divisor......
http://www.safehaven.../droke/7687.png
for child's play the dow needs 90-100k..
even children of today gonna have to wait a long time for the '90s to look like child's play
one things for sure....u wont make a dime during the melt up.....
......the last 7 thousand pts showed that......snort...
#8
n83
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Posted 03 June 2007 - 07:39 PM
Market being bot as people think equities will protect against the coming inflation explosion. I think they will be proved wrong in the end, maybe not yet, but eventually. Maybe late this year or next.
That will take the PE on both bond and stocks down big time IMO, china boom or not.
the point was this chart of valuations.........the markets gonna make what happened in the 90.s childs play in comparison.....blame it on the shrinking dows divisor......
http://www.safehaven.../droke/7687.png
for child's play the dow needs 90-100k..
even children of today gonna have to wait a long time for the '90s to look like child's play
one things for sure....u wont make a dime during the melt up.....
how would you know..simply said-you don't as always
