Thursday, April 26, 2012

Are Large Cap Bank Stocks Undervalued?

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As will be explored in this post, a major determinant of large capitalization banking stocks is the direction of housing prices. ...
39 comments:
Monday, April 16, 2012

How do House Prices Impact GDP?

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Why are the US economy and stock markets are doing reasonably well, while housing prices are doing poorly? Something here feels "amiss....
4 comments:
Thursday, February 23, 2012

How Central Banks Worldwide are Supporting Stock and Commodity Markets

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In my opinion the markets are being driven higher, to a large degree by quantitative easing. This is going to be a bit lengthy, hold on (tri...
3 comments:
Friday, January 6, 2012

2011 and 2012 -- Years that the central banks drove markets

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A very large factor in the overall market performance this last year has been the actions of the world central banks. Martin Feldstein, at ...
2 comments:
Monday, October 10, 2011

Wealth and GDP

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"Political Economy is defined as the science of wealth" wrote Francis Wayland in 1870 (Wayland was Yale University's first pro...
1 comment:
Friday, October 7, 2011

What Will Happen When Greece Defaults?

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Greece will likely not be able to pay back the full value of its debt, due to the fact that Greek debt to GDP is 140%. Many market commenta...
2 comments:
Thursday, October 6, 2011

Valuing Corning in an Extended Period of Lower Revenue Growth

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Corning (NYSE: GLW), founded in 1851, has historically been at the forefront of glass production technology. Corning invented the glass pro...
33 comments: