Comments on: THREE THINGS I THINK I THINK http://pragcap.com/three-things-i-think-i-think-7 Sat, 26 May 2012 09:29:57 +0000 hourly 1 http://wordpress.org/?v=3.3.2 By: Anon http://pragcap.com/three-things-i-think-i-think-7/comment-page-1#comment-11692 Anon Thu, 11 Feb 2010 15:34:34 +0000 http://pragcap.com/?p=16738#comment-11692 TPC, are you still thinking we have near-term weakness (next few weeks), medium-term strength (expectations ratio), long-term weakness (second-half stimulus pulling)? TPC, are you still thinking we have near-term weakness (next few weeks), medium-term strength (expectations ratio), long-term weakness (second-half stimulus pulling)?

]]> By: chris http://pragcap.com/three-things-i-think-i-think-7/comment-page-1#comment-11686 chris Thu, 11 Feb 2010 04:12:52 +0000 http://pragcap.com/?p=16738#comment-11686 see http://scottgrannis.blogspot.com/2010/02/trade-stages-v-shaped-recovery.html re recovery of imports and exports...a V shaped recovery see http://scottgrannis.blogspot.com/2010/02/trade-stages-v-shaped-recovery.html re recovery of imports and exports…a V shaped recovery

]]> By: boatman http://pragcap.com/three-things-i-think-i-think-7/comment-page-1#comment-11681 boatman Thu, 11 Feb 2010 00:08:09 +0000 http://pragcap.com/?p=16738#comment-11681 bernanke's talk is as cheap as it gets....i do not believe it print money and lie....helicopter ben going austrian on us? really? bernanke’s talk is as cheap as it gets….i do not believe it

print money and lie….helicopter ben going austrian on us?

really?

]]> By: chris http://pragcap.com/three-things-i-think-i-think-7/comment-page-1#comment-11674 chris Wed, 10 Feb 2010 19:02:33 +0000 http://pragcap.com/?p=16738#comment-11674 bernanke: "I currently do not anticipate that the Federal Reserve will sell any of its security holdings in the near term, at least until after policy tightening has gotten under way and the economy is clearly in a sustainable recovery." i find this somewhat reassuring for the next 3-4 months. i expect 1Q gdp to be nicely up (imports and exports are rising), and i expect the 1Q earnings to be good...so until mid-second quarter, i think we will be in a supportive equity environment. i have taken this dip to get back in and i have my sell targets lined up. i think you can scare yourself out of a nice little profit over the next 3 months. beyond that, we'll see. bernanke: “I currently do not anticipate that the Federal Reserve will sell any of its security holdings in the near term, at least until after policy tightening has gotten under way and the economy is clearly in a sustainable recovery.”

i find this somewhat reassuring for the next 3-4 months. i expect 1Q gdp to be nicely up (imports and exports are rising), and i expect the 1Q earnings to be good…so until mid-second quarter, i think we will be in a supportive equity environment. i have taken this dip to get back in and i have my sell targets lined up.

i think you can scare yourself out of a nice little profit over the next 3 months. beyond that, we’ll see.

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