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Stock Market Notes

Thursday, April 26, 2012. Are Large Cap Bank Stocks Undervalued? As will be explored in this post, a major determinant of large capitalization banking stocks is the direction of housing prices. Of the banking franchises,. 2 Current required write downs from loan losses. 3 Potential future increases for loan losses (or, alternatively, reversal of estimates for loan losses) in future time periods. Bank of America Analyzed as an Example of Value in the Large Cap US Banking Stock Universe:. BofA's real estat...

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Thursday, April 26, 2012. Are Large Cap Bank Stocks Undervalued? As will be explored in this post, a major determinant of large capitalization banking stocks is the direction of housing prices. Of the banking franchises,. 2 Current required write downs from loan losses. 3 Potential future increases for loan losses (or, alternatively, reversal of estimates for loan losses) in future time periods. Bank of America Analyzed as an Example of Value in the Large Cap US Banking Stock Universe:. BofA's real estat...
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Stock Market Notes | stockmarketnotes.blogspot.com Reviews

https://stockmarketnotes.blogspot.com

Thursday, April 26, 2012. Are Large Cap Bank Stocks Undervalued? As will be explored in this post, a major determinant of large capitalization banking stocks is the direction of housing prices. Of the banking franchises,. 2 Current required write downs from loan losses. 3 Potential future increases for loan losses (or, alternatively, reversal of estimates for loan losses) in future time periods. Bank of America Analyzed as an Example of Value in the Large Cap US Banking Stock Universe:. BofA's real estat...

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1

Stock Market Notes: May 2011

http://stockmarketnotes.blogspot.com/2011_05_01_archive.html

Sunday, May 15, 2011. World Copper Supply is Being Gobbled up by Residential and Office Construction in China. China consumes approximately 40% of the world's copper, making it by far the most important end market for the yellow metal. Copper prices are at near record highs currently (in mid-2011) a large part due to the strong demand from China, as well as flattening mine production of copper. What exactly, is driving the massive consumption of copper in China? The numbers of residential and office cons...

2

Stock Market Notes: How do House Prices Impact GDP?

http://stockmarketnotes.blogspot.com/2012/04/declining-housing-prices-impact-on-gdp.html

Monday, April 16, 2012. How do House Prices Impact GDP? Why are the US economy and stock markets are doing reasonably well, while housing prices are doing poorly? Something here feels "amiss.". Review of Existing Approaches to Modeling House Prices and GDP:. To Case, Quigly and Shiller, 2003, among others) to between 3.5 cents to up to 18 cents per year per $1 of house price appreciation , based on regression analysis of housing wealth to consumption over varying time periods. Housing ownership moves mos...

3

Stock Market Notes: January 2012

http://stockmarketnotes.blogspot.com/2012_01_01_archive.html

Friday, January 6, 2012. 2011 and 2012 - Years that the central banks drove markets. In 2011, the Fed finished up $600Bn of Quantitative Easing then went on a $400Bn Operation twist. Operation Twist lowered long term interest rates to even closer to nothing - meaning bond prices appreciated. QE2 (coming after QE1 which totaled approx $2Tr) was meant to supply cash to financial institutions, with the intention that they lend this cash to the private sector. So it total, this past year has been really stre...

4

Stock Market Notes: Wealth and GDP

http://stockmarketnotes.blogspot.com/2011/10/classical-economics-conception-of.html

Monday, October 10, 2011. Political Economy is defined as the science of wealth" wrote Francis Wayland in 1870 (Wayland was Yale University's first professor of Political Economy). Adam Smith wrote "An Inquiry into the Nature and Causes of Wealth of Nations" in 1776 inspired by a group of mainly French economists called the Physiocrats. The Physiocrats (who could probably be considered the first economists) proposed that all material wealth came from the development of land. Further wealth could hold sig...

5

Stock Market Notes: BRIC Banks, verses EU and US Banks, by Assets, Market Capitalization and Asset Growth Rates

http://stockmarketnotes.blogspot.com/2011/04/bric-banks-verses-eu-and-us-banks-by.html

Monday, April 11, 2011. BRIC Banks, verses EU and US Banks, by Assets, Market Capitalization and Asset Growth Rates. As economies grow, their banking assets by institution also grow in lock step. The following charts show banking assets at the largest of the banks in the BRIC countries (Brazil, Russia, India and China) compared to assets and growth rates in the largest banks in the US and the EU (plus Switzerland). August 15, 2011 at 10:53 PM. Subscribe to: Post Comments (Atom). Imperial Metals, Duluth M...

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Thursday, April 26, 2012. Are Large Cap Bank Stocks Undervalued? As will be explored in this post, a major determinant of large capitalization banking stocks is the direction of housing prices. Of the banking franchises,. 2 Current required write downs from loan losses. 3 Potential future increases for loan losses (or, alternatively, reversal of estimates for loan losses) in future time periods. Bank of America Analyzed as an Example of Value in the Large Cap US Banking Stock Universe:. BofA's real estat...

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While certain real estate deals look attractive, I continue to believe in the relative out-performance of stocks and keep looking for the best values (read: dividend payers) for now. June 9, 2009. Check out the Nasdaq in 2003. Look familiar? Here is the chart for 2009:. June 5, 2009. Another positive week - and we are mostly missing it! June 1, 2009. Coppock Curve turning positive? May 17, 2009. May 15, 2009. May 8, 2009. May 7, 2009. Start of a pullback? May 6, 2009. BAC (Bank of America)? Trading well ...