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« Weighing the Week Ahead: Is it time to book profits? | Main | Weighing the Week Ahead: Will Fear Beget More Fear? »

August 17, 2013

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Pinotcanoz

Another great weekly summary. I would add Fukushima and the TEPCO coverup to your Ugly list. http://www.zerohedge.com/node/477904. Covered call strategy with the drifting markets continues to work well.

Alex h

Thanks, very interesting. Please keep us updated!

oldprof

Alex -- I am happy to show the research results, which are somewhat out of date given the extremely low rates from the last few years. We are working on updating the research, but this shows the basic concept quite well.

http://oldprof.typepad.com/a_dash_of_insight/2010/12/why-the-market-multiple-will-be-higher-in-2011.html

Jeff

Alex h

"If the economy had any respect, the multiple might be 20 on forward earnings (a common prior level)."

Could you post a link or chart to where you have the showing this Forward Earnings Multiple over time?

Bill

Peak driving is correlated to gasoline consumption. Gasoline consumption is correlated with the price of gasoline and other factors.

Here's a Youtube video that describes a simple model of gasoline consumption.

https://www.youtube.com/watch?v=XJLtsfeHbvg

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