SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Ask Michael Burke

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Knighty Tin who wrote (70198)11/8/1999 11:55:00 AM
From: Freedom Fighter  Read Replies (1) of 132070
 
Mike,

>>Liquidity Trim Tabs makes a dumb comment about valuations not meaning anything as long as the economy kicks out liquidity. It ain't called liquidity. It's called debt. I don't know how he mistakes those two concepts. And debt is always risky.<<

I think that's the core difference between bulls and bears. Some bulls do not seem to understand or care that a lot of the credit in the system does not come from savings. It is bank and non-bank credit that stimulates ecomomic activity and asset prices while adding risk. It is also the leveraging of existing assets. In their world, if the CPI is OK, everything is OK. I don't buy it and neither do most bears. Thats the difference.

>>Jim Stack again has the best bit in Barron's. He talks about breadth and states that the times it has been as bad as it is now have triggered bear markets in only 95.93% of the cases.<<

What makes you so sure his models are correct or that this isn't the 4.07%. (bg)

>>Smithers takes Uptight Epstein to task about the options scam<<

Epstein misunderstood part of the Smithers report in his response. A.S. presented the costs under varying methods. Immunization and non-immunization. Not one plus the other.

Wayne
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext