http://www.ritholtz.com/blog/2009/09/will-the-us-be-an-fomc-topic-of-discussion/ Macro Perspective on the Capital Markets, Economy, Geopolitics, Technology, and Digital Media Tue, 14 Feb 2012 23:28:32 +0000 hourly 1 http://wordpress.org/?v=3.0.5 http://www.ritholtz.com/blog/2009/09/will-the-us-be-an-fomc-topic-of-discussion/comment-page-1/#comment-218166 Government Contracts Drive Stanley Inc. (SXE) Growth | ZachStocks Wed, 23 Sep 2009 15:09:56 +0000 http://www.ritholtz.com/blog/2009/09/will-the-us-be-an-fomc-topic-of-discussion/#comment-218166 [...] Still, the backlog of awarded contracts remains robust at roughly $2 billion.  This means that the company could work for roughly 30 months without winning a single contract before it would run out of jobs.  So while the guidance was a bit of a disappointment, the company is still very healthy and it looks like the initial selling was a bit too dramatic considering the fundamental strength.  Over the past couple of weeks, the stock has begun moving higher as investors once again view the company’s value in a positive light. Other Articles of Interest Deficit Spending – Borrowing from Tomorrow to Spend Today Naked Capitalism: How Bad Will Unemployment Get? NYT: Obama Considering Afghan Strategy Shift Ritholtz: Will US$ Be FOMC Topic of Discussion? [...] [...] Still, the backlog of awarded contracts remains robust at roughly $2 billion.  This means that the company could work for roughly 30 months without winning a single contract before it would run out of jobs.  So while the guidance was a bit of a disappointment, the company is still very healthy and it looks like the initial selling was a bit too dramatic considering the fundamental strength.  Over the past couple of weeks, the stock has begun moving higher as investors once again view the company’s value in a positive light. Other Articles of Interest Deficit Spending – Borrowing from Tomorrow to Spend Today Naked Capitalism: How Bad Will Unemployment Get? NYT: Obama Considering Afghan Strategy Shift Ritholtz: Will US$ Be FOMC Topic of Discussion? [...]

]]> http://www.ritholtz.com/blog/2009/09/will-the-us-be-an-fomc-topic-of-discussion/comment-page-1/#comment-217933 Pat G. Tue, 22 Sep 2009 20:18:49 +0000 http://www.ritholtz.com/blog/2009/09/will-the-us-be-an-fomc-topic-of-discussion/#comment-217933 Absolutely. But talk is cheap and so is the USD. Absolutely. But talk is cheap and so is the USD.

]]> http://www.ritholtz.com/blog/2009/09/will-the-us-be-an-fomc-topic-of-discussion/comment-page-1/#comment-217860 yankee19 Tue, 22 Sep 2009 17:16:25 +0000 http://www.ritholtz.com/blog/2009/09/will-the-us-be-an-fomc-topic-of-discussion/#comment-217860 What can they do? They really have no choice but to inflate to prevent debt deflation and economic collapse... We will be lucky to get away with a couple years of stagflation - I suspect it will be much worse given the ever-expanding fiscal deficits, unfunded liabilities and the inability/unwillingness to raise taxes... What can they do? They really have no choice but to inflate to prevent debt deflation and economic collapse… We will be lucky to get away with a couple years of stagflation – I suspect it will be much worse given the ever-expanding fiscal deficits, unfunded liabilities and the inability/unwillingness to raise taxes…

]]> http://www.ritholtz.com/blog/2009/09/will-the-us-be-an-fomc-topic-of-discussion/comment-page-1/#comment-217823 leftback Tue, 22 Sep 2009 14:54:45 +0000 http://www.ritholtz.com/blog/2009/09/will-the-us-be-an-fomc-topic-of-discussion/#comment-217823 You have to think that exporting countries are not happy with DGDF. We can't depreciate for ever. You have to think that exporting countries are not happy with DGDF. We can’t depreciate for ever.

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