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Financial markets have priced in Armageddon
Club for Growth ^ | 09/29/08 | Andrew Roth

Posted on 09/29/2008 7:18:01 PM PDT by reprobate

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1 posted on 09/29/2008 7:18:01 PM PDT by reprobate
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To: reprobate

This article’s entire premise is based on faked government statistics. The market hasn’t begun to price in Armageddon. Dow 7,500 will be a reasonable approximation.


2 posted on 09/29/2008 7:21:53 PM PDT by Mr. Jeeves ("One man's 'magic' is another man's engineering. 'Supernatural' is a null word." -- Robert Heinlein)
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To: reprobate

“Real GDP grew at a 2.8% annual rate in the second quarter and is up 2.1% in the past year. Excluding home construction, real GDP has grown 3.1%.”

With all the muck that the state and the lending industry drag our economy through, we are still growing. Can you imagine what Obama, for instance, would be saying if recessions weren’t unusual, and if it wasn’t mundane for us to become more and more productive every year? Even with real growth, we laugh at people who call us whiners and say the economy is fundamentally sound. Let me tell you, socialists, there is much ruin in a nation.


3 posted on 09/29/2008 7:25:30 PM PDT by Tublecane
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To: reprobate

The president (and others) come out and tell us we risk a terrible crisis if we don’t act immediately. When we don’t act immediately, the fear the president helped fuel causes the markets to drop. The media cries about the worst drop ever, even though it was NOT the worst drop ever by percent (but that doesn’t sell papers). This creates more panic and further demands for immediate government action.

People need to calm down! If you kept your debt low and mortgage reasonable, like most conservatives, you can weather this just fine. There are no guarantees, of course, but regular investments in diverse assets are the best way to increase wealth over time. Pulling your money out in panic selling is one of the best ways to lose money.


4 posted on 09/29/2008 7:34:06 PM PDT by CitizenUSA (Voting proudly for GOVERNOR Palin for VP!)
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To: reprobate
Financial markets have priced in Armageddon, and as a result still present one of the greatest buying opportunities of our lifetimes.

This will sound as ludicrous a few years hence, as that DOW 30,000 nonsense from 1999 does now.

5 posted on 09/29/2008 7:34:27 PM PDT by RegulatorCountry
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To: reprobate

When most people, businesses and government over extend themselves...

Someday the piper will come calling...And they will be paid...

By totally forgetting the short-term fix (let me re-phrase that “band-aid”) the government, Wall Street and other movers and shakers will just have to knuckle down and do it the right way...It will be a long hard road, but in the long run, the solution is better than me dying many years from now, knowing that this bill would have put us in a near unrecoverable debt situation for many generations...

The government is just going to have to put a few more tighter notches in the “same” old belt for now...

I believe we all will manage somehow, some way...We always do...

The best thing I can tell anyone who gives a rats...Get yourself out of debt as soon as possible, consentrate on that, and stay heading in that direction regardless of what happens...

Its easier to manage your finances when you are only needing to cover “operating” expences...Debt obviously puts an extra yoke on you you need to get rid of as much as possible...Debt keeps you from being flexible on how you deal with increasing operating expenses and other overhead costs...

Just shooting from the hip I suppose...


6 posted on 09/29/2008 7:42:07 PM PDT by stevie_d_64 (Houston Area Texans (I've always been hated))
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To: CitizenUSA
But they told us the credit markets will shut down, and we will be without power and starving in the dark by the end of the week!!

And yes, someone told me that on here.

Wall Street wants its government cheese to get it out of one heck of a mess. But credit still exists, even for mortgages and car loans.

I myself bought a vehicle on a day when “THERE IS NO CREDIT!”. Got a great rate also from a local credit union. Two houses up the street just sold very quickly, and I talked with one buyer tonight. They closed Friday, and when he called to see if his loan would go through after the President's speech last Thursday, the bank laughed and said yes.

The key is that at risk people and businesses are going to have a hard time getting credit. For those using credit to “tide them over” cash flow issues while have a shaky credit rating, this will be a big problem. But if you are constantly borrowing for the payroll, you have a problem anyway.

7 posted on 09/29/2008 7:46:38 PM PDT by redgolum ("God is dead" -- Nietzsche. "Nietzsche is dead" -- God.)
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To: CitizenUSA

The economy will regroup after Americans from every state EXPELL THEIR CONGRESSIONAL INCUMBANTS BY VOTING THEIR SORRY ASSES OUT.

Putting the blame where blame belongs, it will be Heaven to send nancy Pelousey and dingy Harry and Bawney Fwank packing. don’t forget Dodd. After all these are supposed to be the economists of the congress and there was no problem according to them until a few months ago. And then the problem is something Bush created now that their asses are on the hot seat.

Send em packing. We can deal with the economic re-set without a government fix.


8 posted on 09/29/2008 7:59:23 PM PDT by o_zarkman44
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To: redgolum

redgolum: “But if you are constantly borrowing for the payroll, you have a problem anyway.”

Conservatives are always talking about being responsible, saving for a rainy day, etc. Like you wrote, if you were responsible up to this point, you are probably well positioned to survive if not take advantage of this. Those who live on debt may have a bit harder time ahead of them (but there’s no guarantee of even that).

How can someone ever learn from the school of hard knocks if we never allow the hard knocks to fall? Remember, it’s conservatives who believe in individual freedom AND responsibility. The two go hand in hand.

When we say we believe in these ideals, it’s because we know they are the best way to produce the greatest good for the greatest number of people. Now we shall see who really is conservative.


9 posted on 09/29/2008 8:02:40 PM PDT by CitizenUSA (Voting proudly for GOVERNOR Palin for VP!)
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To: CitizenUSA
pull out? no way in hell!

I buying man... have you seen the prices? OMG ! We may never get an opportunity like this again and I'm taking advantage of it. I just can't decide if I should buy tomorrow morning or hold out a couple more days for even larger margins.

10 posted on 09/29/2008 8:03:50 PM PDT by FunkyZero
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To: FunkyZero

I don’t doubt there are day/swing traders making (or losing) amazing fortunes off of this. Seriously. There are a lot of stocks moving 25% or more in a day.

There’s even a lot for long term investors like myself. There are really good companies selling at amazingly low PE ratios. If you have the cash to spare and can afford to hold them long term (if necessary), it’s a bargain hunter’s paradise.


11 posted on 09/29/2008 8:18:19 PM PDT by CitizenUSA (Voting proudly for GOVERNOR Palin for VP!)
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To: Mr. Jeeves

I agree. Republicans need to accept the economy is not doing well, and will prob worsen.


12 posted on 09/29/2008 8:20:45 PM PDT by PghBaldy (Obama: Terror Groups have "legitimate claims.")
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To: CitizenUSA

the combination of volatility and liquidity on many financial names, low and high-priced, is just unreal.

I find myself consistently wishing my net gut tolerance for trade size was higher, because the liquidity and opportunity is there.


13 posted on 09/29/2008 8:21:05 PM PDT by WoofDog123
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To: reprobate
Consumer psychology has never caused a recession…never!

BS! Crowd psychology causes all booms, busts, recessions, manias and depressions. It shows up first in the market price charts, and only months later in the economic statistics.

Stocks started down a year ago, well before there were any worrisome economic statistics. The same is true of every major recession/depression in all of history. So either the markets have ESP, or else group psychological dynamics drive both the markets and the economy.

14 posted on 09/29/2008 8:27:15 PM PDT by sourcery (Why do Republicans have no guts? Because the Governor of Alaska has them all!)
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To: redgolum

Thank you, thank you and thank you.

Your last paragragh is correct. People who are credit strapped for whatever reason and are using it to live on are going to have a problem, rich or not.

The less debt and the more you live within your means; the better off you are.

This is about survival pure and simple.


15 posted on 09/29/2008 8:51:41 PM PDT by freekitty (Give me back my conservative vote.)
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To: Mr. Jeeves

The author is oblivious to what has been going down in commercial real estate. And that is but a glimpse.

No matter how bad it gets, there will be those that simply refuse to see what is right in front of their eyes. Even “experts”.

Unbelievable.


16 posted on 09/29/2008 9:23:26 PM PDT by RobRoy (This is comical)
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To: reprobate

I wish he was right but I dont buy it.

Take a look at Weekly Leading Index from ECRI. -11% or so.
WLI says a recession will happen. It’s at levels you never see except at recessionary starts.


17 posted on 09/29/2008 11:29:27 PM PDT by WOSG (Change America needs: Dump the Pelosi Democrat Congress!!!)
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To: RobRoy

“The author is oblivious to what has been going down in commercial real estate. And that is but a glimpse.”

What is your take on commercial real estate?

I am invested there and interested in your view.


18 posted on 09/29/2008 11:30:30 PM PDT by WOSG (Change America needs: Dump the Pelosi Democrat Congress!!!)
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To: reprobate

Oh look my economist from Carnegie Mellon disagrees with your economist!


19 posted on 09/29/2008 11:35:08 PM PDT by Tempest (http://www.youtube.com/watch?v=gNlXgzzdJQA)
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To: WOSG

I just parrot what I read. I also have a friend (literally my old high school buddy) that is a commercial real estate investor here in the Seattle area. We sold commercial real estate together in the 1979-1982 timeframe. I moved on, he became quite successful as he bought property after property.

He is “struggling” right now.

To give you an idea of what I read:
http://www.minyanville.com/articles/index.php?a=15332
http://www.soundmoneytips.com/article/57755-implications-of-commercial-real-estate-collapse
http://seekingalpha.com/article/84485-more-on-mall-foreclosures-housing-tracker
http://www.nytimes.com/2005/03/02/business/02prop.html
http://bigpicture.typepad.com/comments/2007/12/coming-soon-com.html
http://seekingalpha.com/article/93684-commercial-real-estate-eye-on-hotels-housing-tracker

I tried to find some of my old favorites, but they are favorites on a different computer. :)


20 posted on 09/30/2008 6:15:00 AM PDT by RobRoy (This is comical)
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