Comments on: Words from the (investment) Wise http://www.ritholtz.com/blog/2008/11/words-from-the-investment-wise/ Macro Perspective on the Capital Markets, Economy, Geopolitics, Technology, and Digital Media Sat, 21 Nov 2009 11:00:47 -0500 http://wordpress.org/?v=2.8.5 hourly 1 By: Prieur du Plessis http://www.ritholtz.com/blog/2008/11/words-from-the-investment-wise/comment-page-1/#comment-126845 Prieur du Plessis Mon, 17 Nov 2008 17:16:30 +0000 http://www.ritholtz.com/blog/?p=9662#comment-126845 @wunsacon: Thanks for pointing out. Link has been fixed. @wunsacon: Thanks for pointing out. Link has been fixed.

]]> By: wunsacon http://www.ritholtz.com/blog/2008/11/words-from-the-investment-wise/comment-page-1/#comment-126726 wunsacon Sun, 16 Nov 2008 23:51:56 +0000 http://www.ritholtz.com/blog/?p=9662#comment-126726 Broken link: “ Is Stock Market Rally ‘Real’ " points to a document on your C: drive. Broken link: “ Is Stock Market Rally ‘Real’ ” points to a document on your C: drive.

]]> By: Blackhalo http://www.ritholtz.com/blog/2008/11/words-from-the-investment-wise/comment-page-1/#comment-126694 Blackhalo Sun, 16 Nov 2008 19:26:07 +0000 http://www.ritholtz.com/blog/?p=9662#comment-126694 "“The focus of the US Treasury appears to be shifting from helping banks directly to supporting homeowners and consumers." Why is this either/or and not neither/nor. ““The focus of the US Treasury appears to be shifting from helping banks directly to supporting homeowners and consumers.”

Why is this either/or and not neither/nor.

]]> By: jmborchers http://www.ritholtz.com/blog/2008/11/words-from-the-investment-wise/comment-page-1/#comment-126651 jmborchers Sun, 16 Nov 2008 15:07:45 +0000 http://www.ritholtz.com/blog/?p=9662#comment-126651 The number of stocks trading at less than 1x book value in the S&P500 is 29%. Considering the S&P500 is 30% financial that makes a lot of sense. The number of stocks trading at 0-2x book value is 63% of the S&P500. The number of stocks trading at less than 1x book value in the S&P500 is 29%. Considering the S&P500 is 30% financial that makes a lot of sense.

The number of stocks trading at 0-2x book value is 63% of the S&P500.

]]> By: jmborchers http://www.ritholtz.com/blog/2008/11/words-from-the-investment-wise/comment-page-1/#comment-126648 jmborchers Sun, 16 Nov 2008 15:05:26 +0000 http://www.ritholtz.com/blog/?p=9662#comment-126648 If the G20 gov'ts all borrow money for fiscal stimulous then in effect this almost acts like an algebraic equation. Whenever you do on one side of the equation you can do to the other. The overall solution to the problem is simply pump money all over into the systems. Normally you wouldn't want to do this because it kills the currency, but if all gov't do it together the effect is null. They could also agree to lend each other money and nullify the contracts later on. If all gov't owed each other money the effect can also be cancelled out. If the G20 gov’ts all borrow money for fiscal stimulous then in effect this almost acts like an algebraic equation. Whenever you do on one side of the equation you can do to the other. The overall solution to the problem is simply pump money all over into the systems. Normally you wouldn’t want to do this because it kills the currency, but if all gov’t do it together the effect is null. They could also agree to lend each other money and nullify the contracts later on. If all gov’t owed each other money the effect can also be cancelled out.

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