VIRTUAL DAN

VIRTUAL DAN

Notes from my travels around the internet

VIRTUAL DAN
  • My Pacific Northwest Solar
  • About
Monthly Archives: November 2011

The Next Bailout

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 ‘too big to fail’ will be taken down – it seems hard to believe that MF Global is the only financial institution that made a bet on high yield european bonds.

Sounds like maybe Ben is well too aware of this –  and bailing out US Banks again will cause unrest like we have never seen.   His only choice is to try to cloak it as an international initiative.

11/23/11 UPDATE – Looks like the Fed wants to know how much they have to push to save the euro and thus save the banks.

http://www.reuters.com/article/2011/11/22/us-financial-regulation-banks-idUSTRE7AL2FD20111122

November 21, 2011 Dan Leave a comment

Amazon Locker

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 only be available for products being delivered to Amazon Locker.  However, they will expand the products available for super saver delivery.  Right now, Amazon has a number of initiatives going on that are resulting in shrinking margins, but if they pull this off this will pull the pressure off margins as it expands to new markets.

November 13, 2011 Dan Leave a comment

The Q Ratio and Market Valuation

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 service economy requires less physical assets than a manufacturing based economy.  One test of the service economy theory would be to look at overall revenue per employee over the last 20 years. However, even if this metric is skewed by the shifting economy, it would be tough to argue the market is cheap at these levels.

November 1, 2011 Dan Leave a comment

Archives

  • February 2021 (1)
  • January 2021 (1)
  • December 2020 (2)
  • November 2020 (2)
  • October 2020 (2)
  • September 2020 (2)
  • August 2020 (2)
  • July 2020 (2)
  • June 2020 (2)
  • May 2020 (2)
  • April 2020 (2)
  • March 2020 (2)
  • February 2020 (2)
  • January 2020 (3)
  • December 2019 (2)
  • November 2019 (2)
  • October 2019 (2)
  • September 2019 (1)
  • August 2019 (2)
  • July 2019 (2)
  • June 2019 (1)
  • May 2019 (3)
  • April 2019 (2)
  • March 2019 (2)
  • February 2019 (2)
  • January 2019 (3)
  • December 2018 (2)
  • November 2018 (2)
  • October 2018 (2)
  • September 2018 (2)
  • August 2018 (2)
  • July 2018 (2)
  • June 2018 (2)
  • May 2018 (2)
  • April 2018 (2)
  • March 2018 (2)
  • February 2018 (1)
  • January 2018 (3)
  • December 2017 (2)
  • November 2017 (2)
  • October 2017 (2)
  • September 2017 (2)
  • August 2017 (2)
  • July 2017 (2)
  • June 2017 (3)
  • May 2017 (2)
  • April 2017 (1)
  • March 2017 (3)
  • February 2017 (3)
  • January 2017 (2)
  • December 2016 (2)
  • November 2016 (3)
  • October 2016 (2)
  • September 2016 (2)
  • August 2016 (2)
  • July 2016 (2)
  • June 2016 (2)
  • May 2016 (2)
  • April 2016 (2)
  • March 2016 (2)
  • February 2016 (3)
  • January 2016 (4)
  • December 2015 (2)
  • November 2015 (2)
  • October 2015 (3)
  • September 2015 (3)
  • August 2015 (2)
  • July 2015 (4)
  • June 2015 (2)
  • May 2015 (4)
  • April 2015 (3)
  • March 2015 (4)
  • February 2015 (4)
  • January 2015 (4)
  • December 2014 (5)
  • November 2014 (3)
  • October 2014 (5)
  • September 2014 (3)
  • August 2014 (5)
  • July 2014 (4)
  • June 2014 (4)
  • May 2014 (3)
  • April 2014 (3)
  • March 2014 (5)
  • February 2014 (2)
  • January 2014 (5)
  • December 2013 (4)
  • November 2013 (6)
  • October 2013 (3)
  • September 2013 (3)
  • August 2013 (4)
  • July 2013 (3)
  • June 2013 (3)
  • May 2013 (5)
  • April 2013 (2)
  • March 2013 (6)
  • February 2013 (6)
  • January 2013 (5)
  • December 2012 (5)
  • November 2012 (4)
  • October 2012 (3)
  • September 2012 (4)
  • August 2012 (3)
  • July 2012 (3)
  • June 2012 (2)
  • May 2012 (3)
  • March 2012 (3)
  • February 2012 (2)
  • January 2012 (1)
  • December 2011 (3)
  • November 2011 (3)
  • October 2011 (2)
  • September 2011 (2)
  • August 2011 (3)
  • July 2011 (4)
  • June 2011 (4)
  • May 2011 (3)
  • April 2011 (6)
  • March 2011 (8)
WEBSITE DISCLAIMER: The operator of this site (Vertical Financial Systems, Inc) are not registered investment advisers, broker/dealers, or research analysts/organizations. The content on this website is issued solely for information purposes and should not to be construed as an offer to buy, sell, or trade in any way, any security mentioned herein. All information presented on this website is believed to be reliable and written in good faith, but no representation or warranty, expressed or implied is made as to their accuracy, completeness or correctness. You are responsible for doing your own research before investing in any securities mentioned herein. Readers are urged to consult with their own independent financial advisors with respect to any investment. Neither Vertical Financial Systems, Inc, nor its officers or employees accept any liability whatsoever for any direct or consequential loss arising from any use of information on this website.
Full Disclosure: As an Amazon Associate I earn from qualifying purchases
Powered by WordPress | theme SG Simple