Generational Dynamics Forum - New Site

I told someone I work with today that the official P/E ratio had skyrocketed to 60. He said, "Oh yeah, you're a doom and gloom guy. You ought to take a break." It is like watching a slow motion train wreck. The markets have so much historic optimism, it is obvious that so many peoples attitudes are...

Stocks Sure Surge (Again). http://money.cnn.com/2009/04/09/news/companies/wells_fargo/index.htm http://money.cnn.com/2009/04/09/markets/markets_newyork/index.htm More pseudo good news again. After tweaking the accounting rules (or using non-GAAP rules) banks advertise profitability. The street buys ...

WASHINGTON (AP) - Defense Secretary Robert Gates on Monday recommended halting production of the F-22 fighter jet and scrapping a new helicopter for the president as he outlined deep cuts to many of the military's biggest weapons programs. Gates said his $534 billion budget proposal represents a "f...

SFO_DEAL The housing market is just one aspect of the bubble. Remember that a cascade effect (multiplier effect) occurs with respect to various supporting industries supporting the housing (building) activities. While you are correct that the present decline is highly regional the effects are not. L...

Two points which I didn't make on the last post: 1) A short term market decline is not a crash (i.e. 2001-2002, or dot com crash). Generational Dynamics is about the behavior of large groups of people and their attitudes. Once a true crash happens people are permanently changed by it. Remember how p...

THESE DAYS, WHEN I RESEARCH STOCKS TO ADD TO MY PORTFOLIO I FEEL LIKE AN OVER-SEXED TEENAGER IN A WHORE HOUSE. I CAN NOT WAT TO BUY BUY BUY! caveat emptor You may want to read more on http://www.generationaldynamics.com/cgi-bin/D.PL?s=1Hep1c&d=ww2010.i.basics Generational Dynamics (or the work of S...

From: URL: http://www.rollingstone.com/politics/story/26793903/the_big_takeover It's over — we're officially, royally fucked. no empire can survive being rendered a permanent laughingstock, which is what happened as of a few weeks ago, when the buffoons who have been running things in this country f...

The report lays bare the fears investors currently have about the creditworthiness of Britain's biggest banks. It reveals that a key measure of interbank health - the spread between the London Interbank Offered Rate (Libor) and expected interest rate levels had "started to widen again" while "conta...

Europe’s banks face a $2 trillion dollar shortage from: http://www.telegraph.co.uk/finance/financetopics/recession/4939796/Europes-banks-face-a-2-trillion-dollar-shortage.html This would be a staggering amount of dollars, one you factor in petro trading in dollars, it gets really large. The idea of...

I believe that we are still in for a true disaster and this is just another false rally. BUT, of course, I may be wrong! The market is up today as I write this. The patient (stock market/economy) may be okay after all. The Patient is about to die. In medical circles it is a common observance that p...