Latest Blog Posts for VR View

• The Big Boss Is Only Human
  on Feb 25, 2013 in Equity Macro Economy business bankruptcy career equity equity valuation investment research life lessons macro trends macro view senior management analysis SPX SPY strategy US economy
  Since the peak of the Internet/Technology bubble in 1999/2000 my views on work and career have changed dramatically. I no longer believe in working for only one company. The days of showing up to work everyday, performing at an above average level an...
• As Good As It Gets
  on Feb 18, 2013 in Equity Macro Economy Trading Ideas government interference investment research macro trends macro view market manipulation risk analysis risk asset markets S&P 500 index S&P 500 valuation SPX SPY trade-able trends trading ideas US consumer US economy US Fed US initial unemployment claims US jobs report US labor market US retail sales XRT
  As Good As It Gets I was going to leave the following observations to a more comprehensive blog post I’m working on. But after the euphoria of last weeks seasonally adjusted US initial unemployment claims coming in better than Wall Street conse...
• It’s Almost Too Quiet
  on Feb 15, 2013 in Equity Macro Economy Trading Ideas AAPL equity equity valuation investment research macro trends macro view reported vs consensus earnings S&P 500 index SPX SPY trading ideas US economy US Fed
  It’s almost too quiet these days in the capital markets. Despite the Wall Street MSM continuing to pump the theme “everyone hates equities” and aside from the fact that the anemic trading volumes on the US equity markets (and equity...
• Canadian Housing Markets Finally Facing Reality
  on Jan 24, 2013 in Equity Macro Economy Trading Ideas Canadian consumers Canadian economy Canadian home price index Canadian residential real estate Canadian retail trade easy mortgage policy equity equity valuation investment research macro trends residential real estate Toronto residential housing trading ideas TSX US housing index Vancouver residential housing
  I have to admit, I have never been able to understand how average, hard working people making $70K a year (and that’s if they are at the top end of the working stiff spectrum) could afford $400K to $500K homes. The math never made sense to me w...
• VR View Links and Notes (Jan 16 2013)
  on Jan 16, 2013 in Equity Macro Economy Trading Ideas Brazilian Bovespa stock index Canadian economy emerging markets equity equity valuation Hang Seng (Hong Kong) index investment research macro trends macro view MSCI emerging markets index MSCI World (ex US) index S&P 500 index Shanghai (mainland China) index SPX trade-able trends trading ideas TSX US economy
  There are some important company earnings reports and economic reports due out in the next couple of weeks. I want to take time to review them carefully before saying too much as we’re at a critical point in the travels for the global equity ma...
• Why Such Fuss About US Interest Rates?
  on Jan 11, 2013 in Equity Macro Economy Trading Ideas asset allocation strategy equity equity valuation interest rates investment research macro trends macro view negative real interest rates risk analysis S&P 500 index SPX SPY strategy forecasts trading ideas US economy US Fed US treasuries
  This is one of those topics where one has apprehension about posting publicly because the topic can be argued so many different ways. And to make it worse, it’s like residential real estate, everyone has an opinion.  I’m going to talk ab...
• US Employment: Notes For 2012
  on Jan 7, 2013 in Equity Macro Economy Canadian economy investment research macro trends macro view quantitative easing real disposable income risk analysis S&P 500 index SPY US consumer US economy US employment US Fed US GDP US jobs report US unemployment
  I promised some notes on the US Employment situation for 2012. The best that can be said about US employment during 2012 is that at least the growth rate seems to have settled around a level (1.39% year over year for December 2012) that allows the &#...
• Employment in Canada Putting Up a Fight
  on Jan 5, 2013 in Equity Macro Economy Trading Ideas Canada Canadian consumers Canadian economy Canadian jobs report Canadian residential real estate consumers equity EWC investment research macro trends macro view residential real estate risk analysis US jobs report
  The initial release of the US employment (or jobs, labour, or whatever you want to call it) report came over on Friday this past week. The media and the Wall Street analysts immediately started spinning the US jobs report as a “goldilocks”...
• Giving Way to the Gods of Destruction
  on Jan 3, 2013 in Equity Trading Ideas equity equity valuation investment research IWM John Hussman macro trends macro view risk analysis Russell 2000 small cap index RUT S&P 500 10 year return forecast S&P 500 index Shiller PE SPX SPY trade-able trends trading ideas US economy
  As we approach the previous peak in the S&P 500 index, I’m sure talk of making a new post-recession peak and all time high for the S&P 500 index will draw the index towards those previous peak levels and maybe even beyond. I will rare...
• Identifying the Next US Equity Trend
  on Dec 30, 2012 in Equity Macro Economy Trading Ideas 200 day moving average AAPL equity investment research macro trends macro view margin debt nineties tech bubble P/E contraction residential real estate retail sales risk analysis S&P 500 index trailing P/E US consumer US economy US Fed
  Continued surprise in how well US equity markets are holding up: Given the relatively poor US economic data so far in 4Q12, I continue to be surprised the US equity market (as measured by the S&P 500) has done as well as it has in the latest mini...

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