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 […]
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 […]
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 […]