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.
Pastimes : The Justa and Lars Honors Bob Brinker Investment Club Thread -- Ignore unavailable to you. Want to Upgrade?

To: DD™ who wrote (6399)9/29/2011 3:53:51 PM
From: Kirk ©  Read Replies (1) | Respond to of 10065
 
If we are in a recession now, with slightly negative GDP growth, which I believe is highly likely now and in Q4, then do you think the market's low PE relative to 10 -year treasuries already discounts this or does it need to go lower?

Recall Brinker started the year predicting 2 to 3% GDP growth and only lowered it to 1 to 2% after the first half came in under 1%..... Thus, if you do the math, he is STILL predicting higher GDP growth in the second half to reach the lower limit of his range.

GDP numbers released today average 0.85% for the first half....(1/2 of 0.4% + 1.3%)




To: DD™ who wrote (6399)9/29/2011 4:53:48 PM
From: marc ultra1 Recommendation  Read Replies (2) | Respond to of 10065
 
The market is headed way up now IMO though it would be nice if the Dow got out of its random number generator phase. I also don't see a recession and certainly not a significant one. As unpleasant as this extreme volatility is it will likely in the end only increase the magnitude of the new leg up in the bull. I can't rule out some more retest in Oct-Nov time-frame but I think surprises will be to the upside.


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