Dan on November 21st, 2011

An interesting problem will be facing the Fed in a few months. http://www.businessinsider.com/economists-ben-bernanke-is-going-to-bail-out-europe-2011-11 If we assume the problems in Spain, Italy and Greece are too big for Europe to bailout, then you would think we are headed for a partial default on those countries bonds.  If that happens, it seems logical that at least one […]

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Dan on November 13th, 2011

Yeah, another Amazon post.  But I recently received an email from Amazon announcing Amazon Locker.    Check this out: http://www.amazon.com/gp/help/customer/display.html/ref=pe_182810_21739980_pe_button/?nodeId=200689010 If you are an Amazon investor – this should excite you as it builds an infrastructure for Amazon to start lowering shipping costs.  Eventually, my guess is for non Amazon Prime members, super saver delivery will […]

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Dan on November 1st, 2011

Food for thought on an approach to value the stock market. http://www.advisorperspectives.com/dshort/updates/Q-Ratio-and-Market-Valuation.php I dont know if I buy into the logic of valuing the market based on the underlying assets of the companies.  This indicator shows a premium since the 1990’s, when the American economy was increasingly becoming a service economy.  One would assume a […]

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