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Daily Archives: April 10, 2013
Bonds and stocks soaring: only one can be right
Good article summarizing current economic trends: “Current stock market action and the global financial system’s reliance on central bank support reminds me of rock legend Bachman Turner Overdrive’s 1974 hit “You Ain’t Seen Nothin’ Yet.” …But here’s what we have … Continue reading
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Where have all the buyers gone?
As the long always crowd assures us that this is a true secular bull market in stocks and that Central Bank pumping has put a new permanent put under asset prices, we just have one small question: if this is … Continue reading
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Zero real growth for 5 more years?
Historically real yields have equated to real growth rates in the US economy of about 2%. Always tied into economic growth rates over the past 100 years, annual corporate earnings growth has averaged 1.5%, slightly less than the overall economy. … Continue reading
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