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.
Strategies & Market Trends : Mish's Global Economic Trend Analysis
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: mishedlo who wrote (101947)9/15/2009 7:58:49 PM
From: SouthFloridaGuy  Read Replies (3) of 116555
 
Mish, can you please site a post WW2 example where real GDP was not surpassed within a couple of years (hint, there isn't one).

I just find the whole "L" and "U" recovery nonsense. It is an unbelievably consensus view.

If the Fed couldn't spot the downturn, how can they be expected to call the recovery.

The market is calling for a "V" and I believe the market. We may be in a secular contraction for valuations - fair enough - but I think the S&P500 could be back to 1500 within 2 1/2 years. Emerging markets could be testing the 2008 highs by the spring 2010 - many didn't even see recession.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News