Generational Dynamics Forum - New Site

A page back John said -- Income inequality I've often wondered about the income inequality statistics. I've been reading for years that income inequality has been increasing, and I felt intuitively that this had to be related to the generational financial cycle. But I've been able to find the data. ...

Regarding the various people who still are trying to hold onto their "shorts" (sort of punning). I believe that TG, BB, and Goldman have decided as a matter of national/company pride to make sure that maximum ruin first hits anyone who tries to bet against the economy/country/goldman. I'm sure in th...

My theory is that the "big boys" are stockpiling (pun intended?) all the borrowed shares which somehow are "not available" to the little guys trying to short the markets on their own. Once the big boys accumulate enough so that a small scale [controlled] crash [maybe to DOW around 5000 or 4000] allo...

I know that you've also done a lot of work studying the South Sea bubble. But how can you possibly know when a bubble is going to burst? John I have no idea what Higgenbotham's methods are. But if I had to time to attempt anything like a physical model of our economy I would use "credit" as the equ...

A week or so ago, I remember a brief discussion: "how do you compute P/E ratio if the E is negative?" Our GOVERNMENT OF LIES is doing everything it can to make sure Standard & Poor's doesn't have to face this issue. Apparently, one of the groups [the FASB] responsible for defining accounting standar...

One more comment on the bloomberg article. About 4 paragraphs in, it quotes a Robin Griffiths who boldly uses the D-word: “We are in a depression, therefore I would expect Graham’s and Shiller’s earnings ratios to get down to a single figure,” said Robin Griffiths, who first studied Graham in 1966 a...

Yesterday I read an interesting article on the bloomberg site: http://www.bloomberg.com/apps/news?pid=newsarchive&sid=aJ5hxhuxW61g The article title makes you think the subject primarily will be Benjamin Graham, the father of "value investing". After an initial couple of paragraphs that mention his ...

I find the resolution by Bernanke et al. to avoid deflation "at all costs" a lot like the policy sometimes used by US Forest Service in regard to fires in our national parks. Over the last century, the policy generally has been to suppress fires "without exception". However, some enlightened folks a...

Sometimes reading the financial pages, I get this eerie feeling I'm just watching a never ending series of Viagra ads. Here are two snippets yesterday from the Bloomberg website: A: Rate Cuts, Fiscal Stimulus Needed to Fight Slump By John M. Berry Oct. 17 (Bloomberg) -- For two years after housing p...

Actually there have been several confidence games. One was the confidence game in Wall St run by the folks who came up with all the exotic "securities" (collateralized debt obligations, credit default swaps, ...) with punchy acronyms. That was a pyramid resting on the quicksand of subprime mortgages...