Comments on: The Statistical Recovery, Part Two http://www.ritholtz.com/blog/2009/08/the-statistical-recovery-part-two/ Macro Perspective on the Capital Markets, Economy, Geopolitics, Technology, and Digital Media Tue, 14 Feb 2012 20:08:08 +0000 hourly 1 http://wordpress.org/?v=3.0.5 By: crusoeworld http://www.ritholtz.com/blog/2009/08/the-statistical-recovery-part-two/comment-page-1/#comment-204768 crusoeworld Sun, 16 Aug 2009 00:28:26 +0000 http://www.ritholtz.com/blog/?p=35538#comment-204768 I haven't heard of John Mauldin's frontline utill beginning of the year. Overall the past experience is quite dissapointting. He is a bear, keep refer current situation to great depression, and still the last bear standing. Following his thought, I've missed the great sotck market bounce of a generation. Next time I should be careful to listen to those Newsletter writer, they are selling newsletter for a living, not for investing. I hope you take this advice, too. I haven’t heard of John Mauldin’s frontline utill beginning of the year. Overall the past experience is quite dissapointting. He is a bear, keep refer current situation to great depression, and still the last bear standing. Following his thought, I’ve missed the great sotck market bounce of a generation.

Next time I should be careful to listen to those Newsletter writer, they are selling newsletter for a living, not for investing. I hope you take this advice, too.

]]> By: brbrbrad http://www.ritholtz.com/blog/2009/08/the-statistical-recovery-part-two/comment-page-1/#comment-204669 brbrbrad Sat, 15 Aug 2009 13:14:35 +0000 http://www.ritholtz.com/blog/?p=35538#comment-204669 Excellent post, and well worth the read. The one thing that I'm not sure I buy is the "we need to create 150,000 jobs a month to break even " statistic. Correct me if I'm wrong, but doesn't that assume a steady rate of immigration? And isn't the immigration rate down because of the loss of jobs, especially in areas like construction? I'd love to hear your thoughts. -Brad Excellent post, and well worth the read. The one thing that I’m not sure I buy is the “we need to create 150,000 jobs a month to break even ” statistic. Correct me if I’m wrong, but doesn’t that assume a steady rate of immigration? And isn’t the immigration rate down because of the loss of jobs, especially in areas like construction? I’d love to hear your thoughts.

-Brad

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