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Pastimes
DOW 36000 - Glassman and Hassett
An SI Board Since August 1999
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Emcee:  Clouseau Type:  Unmoderated
Introduction Compact
Previewed in the Sept Atlantic Monthly, the authors' new book is to be published next month. They posit that stocks are grossly undervalued compared to bonds and that we are in the midst of a one-time run-up to the lofty level in their book title. Over the long term, stocks are less risky than bonds, hence the historic risk premium is destined to disappear. So where's the flaw in this argument...or shall we all quit worrying and enjoy the coming triple?
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42 I don't think people just decide to cut consumption, unless something imporSid Turtlman-1/16/2000
41 <<But what if the upward spiral we have been on is about to turn into a dnoiserider-1/14/2000
40 I think Siegel's (and your) point is a reasonable one, that the expectationSid Turtlman-1/14/2000
39 OK, I think Jeremy Siegal and Hassett have it figured out. Sid, please commentnoiserider-1/14/2000
38 Needless to say, I agree with Lindsey, not G&H. His pointing out that expecSid Turtlman-1/14/2000
37 A good article from the AEI pro and con for Dow 36000. theamericanenterprise.onoiserider-1/14/2000
36 I've been thinking about some of the apparent inconsistencies. G&H saynoiserider-1/13/2000
35 Hi Sid, No I didn't get a reply either by email or at their web site. My noiserider-1/9/2000
34 Noiserider: Did you write G&H and, if so, did they respond? My guess is thaSid Turtlman-1/5/2000
33 From the 12/6 issue of Fortune BY PAUL KRUGMAN Lately the stock market has noiserider-12/20/1999
32 Hi Sid, <<Who said that bond money is cheaper than stock money? It is nonoiserider-12/20/1999
31 "another factor is the river of money needing to be put away for retiremenSid Turtlman-12/19/1999
30 Sid - another factor is the river of money needing to be put away for retiremenClouseau-12/19/1999
29 " Here's my question - if the cost of capital in the bond market is alSid Turtlman-12/18/1999
28 Some facts: - the risk of stock over the long haul (20 year holding period) &lnoiserider-12/18/1999
27 Read this one instead of the my previous post. I did a bit of editing. Hi Sidnoiserider-12/18/1999
26 Hi Sid, First, I wanted to thank you for your thought provoking comments on thnoiserider-12/18/1999
25 Dave: "Now then, wouldn't the revenue from the peanutbutters.com be spSid Turtlman-12/10/1999
24 Sid - That is a pretty bleak picture. Now then, wouldn't the revenue from tClouseau-12/10/1999
23 Dave: "Naz could drop dramatically by simply shaving Market Cap off the toSid Turtlman-12/8/1999
22 The answer tothe hot markets of the 90's can be summed up by one word..... Scoobah-12/6/1999
21 Sid - Thanks for your response..Your points about feedback loops in the economyClouseau-12/5/1999
20 Dave: Sorry for the delayed response. You ask, if the Glassman theory isn'tSid Turtlman-12/5/1999
19 Sid - thanks for such a clear exposition... I recall that one of the Glassman Clouseau-12/1/1999
18 Dave & Noiserider: OK, I've done the required Slate and Wharton readingSid Turtlman-12/1/1999
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