Is the reviewer gay? That just adds to the plot in that you detected the character’s gayness just as a gay man did. You share a special insight with at least one member of the gay community. This is a good thing, especially for you.
That is the good thing about art. One can make a point without shoving it down everyones’ throat, and then wondering why they all gag.
I think that’s his point…that you didn’t gag while watching a movie with an obviously homosexual theme.
I would disagree with Hussman on the market cap is not wealth. Igy - tell me why his statement is true (if you are inclined to do so) and I will offer up a response.
That is the good thing about art. One can make a point without shoving it down everyones’ throat, and then wondering why they all gag.
I think that’s his point…that you didn’t gag while watching a movie with an obviously homosexual theme.
The larger theme was kindness and caring for others. The fact that I pointed out homosexual undertones of the coach showed a better understanding of the film. I doubt you would find me viewing today’s genre of in your face “subplots.”
I would disagree with Hussman on the market cap is not wealth. Igy - tell me why his statement is true (if you are inclined to do so) and I will offer up a response.
Every share of stock has to be held by someone at every moment in time. So viewed from the standpoint of investors as a class reversion in valuations cannot be avoided
I would disagree with Hussman on the market cap is not wealth. Igy - tell me why his statement is true (if you are inclined to do so) and I will offer up a response.
Every share of stock has to be held by someone at every moment in time. So viewed from the standpoint of investors as a class reversion in valuations cannot be avoided
If I own a million shares of AAPL and AAPL has a market cap of $2 trillion and in 2023 AAPL's market cap goes to $3 trillion, hasn't my wealth increased by 50%? It may be unrealized, but my wealth has gone up 50%.
Every share of stock has to be held by someone at every moment in time. So viewed from the standpoint of investors as a class reversion in valuations cannot be avoided
If I own a million shares of AAPL and AAPL has a market cap of $2 trillion and in 2023 AAPL's market cap goes to $3 trillion, hasn't my wealth increased by 50%? It may be unrealized, but my wealth has gone up 50%.
On paper, yes. The larger point Hussman is making is asset prices have risen on Fed policy encouraging speculation. If that same investment had been made in commercial real estate with an expected income of 6%, the likely current investment would be down 40-50%. The same is true for many investments.
Now turning to Apple, the stock has risen not because the business is growing. On the contrary, it has slowed. The stock has risen by investors paying more for a unit of earnings. I doubt this is sustainable.
GOLDMAN: "We are cutting our probability that a US recession will start in the next 12 months further from 25% to 20% .. far below the 54% median .. the recent data have reinforced our confidence that bringing inflation down to an acceptable level will not require a recession .."
If I own a million shares of AAPL and AAPL has a market cap of $2 trillion and in 2023 AAPL's market cap goes to $3 trillion, hasn't my wealth increased by 50%? It may be unrealized, but my wealth has gone up 50%.
On paper, yes. The larger point Hussman is making is asset prices have risen on Fed policy encouraging speculation. If that same investment had been made in commercial real estate with an expected income of 6%, the likely current investment would be down 40-50%. The same is true for many investments.
Now turning to Apple, the stock has risen not because the business is growing. On the contrary, it has slowed. The stock has risen by investors paying more for a unit of earnings. I doubt this is sustainable.
Igy - thanks for your response. But Hussman keeps on going about the Fed and specu;ation and other stuff. Bill Parcells once famously said your record is what your records is. The records of Dow, NASDAQ and S & P over the last 15 years is incredible. We may never see it duplicated again.. Would you agree the market has made many people very rich?
On paper, yes. The larger point Hussman is making is asset prices have risen on Fed policy encouraging speculation. If that same investment had been made in commercial real estate with an expected income of 6%, the likely current investment would be down 40-50%. The same is true for many investments.
Now turning to Apple, the stock has risen not because the business is growing. On the contrary, it has slowed. The stock has risen by investors paying more for a unit of earnings. I doubt this is sustainable.
Igy - thanks for your response. But Hussman keeps on going about the Fed and specu;ation and other stuff. Bill Parcells once famously said your record is what your records is. The records of Dow, NASDAQ and S & P over the last 15 years is incredible. We may never see it duplicated again.. Would you agree the market has made many people very rich?
I would say the Fed and Government have created an illusion of wealth for some segments of the population. On the other hand, large numbers of people have seen their quality of life decline, and the social cost cannot be measured by rise in Apple stock.
Even the extremely wealthy find out some of this is just a mirage:
John Thain, former Merrill CEO and ex-President of Goldman Sachs, finally sold his duplex at 740 Park priced at $25 million. He paid $27.5 million in 2006 — so he’ll likely take a loss after 17 years. pic.twitter.com/wkyOg8J3lc
I think that’s his point…that you didn’t gag while watching a movie with an obviously homosexual theme.
The larger theme was kindness and caring for others. The fact that I pointed out homosexual undertones of the coach showed a better understanding of the film. I doubt you would find me viewing today’s genre of in your face “subplots.”
As you pointed out, the subplot of homosexuality was quite evident in the film. The fact that you noticed this and embraced it is a very positive outcome for someone like you. Good on you!
The larger theme was kindness and caring for others. The fact that I pointed out homosexual undertones of the coach showed a better understanding of the film. I doubt you would find me viewing today’s genre of in your face “subplots.”
As you pointed out, the subplot of homosexuality was quite evident in the film. The fact that you noticed this and embraced it is a very positive outcome for someone like you. Good on you!
Here's a classic...an actual economist making a bummer of a forecast, based on charts and historical data.
The prediction didn't happen. But on he goes to his next prediction. Is there any other profession where you can fail so much and make a lot of money? Baseball hitter, I suppose.
Economics is such a soft science. Basically psychology for math people.
David Rosenberg @EconguyRosie Pattern of LEI, real M2 and yield curve all consistent with GDP recession starting in Q2. Profits recession has already begun. 6:34 AM · Feb 23, 2023 · 29K Views
Pattern of LEI, real M2 and yield curve all consistent with GDP recession starting in Q2. Profits recession has already begun.
Here's an expert at Morgan Stanley predicting falling profits. Profits did not fall: They rose.
That's a very basic error. I mean predicting the stock market is impossible so let that slide. But predicting if corporate profits will rise or fall? Seems too basic a thing to get wrong.
SP500 +14% since this tweet.
Morgan Stanley Mike Wilson “Given events of past few weeks, guidance looking more and more unrealistic, and equity mrkts are at greater risk of pricing in much lower estimates ahead of any hard data changes... bond mrkt pricing recession, $SPX will soon enough"
7:46 AM · Mar 27, 2023 · 15.8K Views
Morgan Stanley Mike Wilson
“Given events of past few weeks, guidance looking more and more unrealistic, and equity mrkts are at greater risk of pricing in much lower estimates ahead of any hard data changes... bond mrkt pricing recession, $SPX will soon enough"$SPY$QQQ$DIApic.twitter.com/kTARrezC3z
Here's an expert at Morgan Stanley predicting falling profits. Profits did not fall: They rose.
That's a very basic error. I mean predicting the stock market is impossible so let that slide. But predicting if corporate profits will rise or fall? Seems too basic a thing to get wrong.
SP500 +14% since this tweet.
Morgan Stanley Mike Wilson “Given events of past few weeks, guidance looking more and more unrealistic, and equity mrkts are at greater risk of pricing in much lower estimates ahead of any hard data changes... bond mrkt pricing recession, $SPX will soon enough"
Historic returns for the NASDAQ 100. You probably want to be invested in it. The few down years (outside of 2000-2002) are always followed up by incredible great years.
It's by @TaviCosta - data and labeling are correct, so maybe "misleading" refers to the arrows, or the implication that the banking system isn't, as you say, "rock solid."
Then again, SIVB was considered "well-capitalized."
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