All posts tagged "pragmatic capitalism"

  • AAII Puts Current Investor Allocation in Historical Perspective

    The Pragmatic Capitalism blog commented on the fact that smaller investors are shifting out of bonds. A look at the chart shown at their site indicates the shift has been small and probably meaningless statistically. More interestingly,...

    • Posted January 5, 2011
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  • The Bullish and Bearish Cases in Charts

    Although I find the founder of the blog Pragmatic Capitalism, Cullen Roche, to be somewhat arrogant, he has some interesting views from time to time.  A recent post has 5 bullish and 5 bearish charts for the coming year.  The...

    • Posted December 30, 2010
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  • The Debate of a "Bond Bubble" Continues

    Doug Kass puts things in perspective by recently tweeting, “Consider the 2.72% yield on the 10 year bond equates to a “PE Multiple” of 36.5x (inverse of yield) vs. S&P PE of 12x $$” Pragmatic Capitalism provides...

    • Posted August 20, 2010
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  • Equities Seem Relatively Cheap

    So says Long Leaf Partners when comparing earnings yields to bond yields (see historical chart below). There is much bearish dissent following this post at the Pragmatic Capitalism blog. Click chart for larger image: Source: Pragmatic Capitalism...

    • Posted July 27, 2010
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  • China Still Has Lots of Stimulus in the Pipeline

    This according to The Pragmatic Capitalist, who figures that China’s stimulus spending in 2010 will be 40% higher than this year. Nomura Securities provided the details cited by TPC. Last month, Societe Generale (SocGen) analysts speculated that...

    • Posted October 21, 2009
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