Comments for PHILOSOPHICAL ECONOMICS http://www.philosophicaleconomics.com Thu, 24 Oct 2013 04:38:34 +0000 hourly 1 https://wordpress.org/?v=4.4.11 Comment on Visualizing Developed Market Equity Returns: 1970 – 2013 by Sunday links: marginally higher returns | Abnormal Returns http://www.philosophicaleconomics.com/2013/09/visualizing-developed-market-equity-returns/#comment-74 Sun, 15 Sep 2013 12:18:59 +0000 http://philosophicaleconomics.wordpress.com/?p=1474#comment-74 […] Why are German equities cheaper than US equities?  (Philosophical Economics) […]

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Comment on The Great Rotation: Asset Shortages and the Aggregate U.S. Asset Portfolio by anon http://www.philosophicaleconomics.com/2013/08/the-great-rotation-asset-shortages-and-the-aggregate-u-s-investment-portfolio/#comment-71 Fri, 23 Aug 2013 17:24:35 +0000 http://philosophicaleconomics.wordpress.com/?p=1319#comment-71 “If a corporation buys back its shares, the market value outstanding need not fall. Indeed, to the extent that the market is functioning efficiently, the price of each share will rise to reflect the rising earnings per share, which will keep the market value exactly constant, though each shareholder that holds on as others are bought out will end up with a greater share of that market value.”

I don’t follow this argument. If a company has $500MM cash with a market value of $1B wouldn’t buying half the outstanding shares at the current market price leave $0 cash and $500MM market value with share price unchanged?

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Comment on The Great Rotation: Asset Shortages and the Aggregate U.S. Asset Portfolio by 10 Tuesday PM Reads | The Big Picture http://www.philosophicaleconomics.com/2013/08/the-great-rotation-asset-shortages-and-the-aggregate-u-s-investment-portfolio/#comment-70 Tue, 20 Aug 2013 20:30:05 +0000 http://philosophicaleconomics.wordpress.com/?p=1319#comment-70 […] 1987 (Moneybeat) • The Great Rotation: Asset Shortages and the Aggregate U.S. Asset Portfolio (Philosophical Economics) see also What Great Rotation? (MarketWatch) • Rate Surge With Rising U.S. Confidence a Positive […]

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Comment on The Great Rotation: Asset Shortages and the Aggregate U.S. Asset Portfolio by Hot Links: Amaze Your Friends! | The Reformed Broker http://www.philosophicaleconomics.com/2013/08/the-great-rotation-asset-shortages-and-the-aggregate-u-s-investment-portfolio/#comment-69 Tue, 20 Aug 2013 12:09:07 +0000 http://philosophicaleconomics.wordpress.com/?p=1319#comment-69 […] The truth about financial assets and the prospects for true rotation.  (PhilosophicalEconomics) […]

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Comment on The Great Rotation: Asset Shortages and the Aggregate U.S. Asset Portfolio by Earningless Bull Markets: Why Do They Happen? | Philosophical Economics http://www.philosophicaleconomics.com/2013/08/the-great-rotation-asset-shortages-and-the-aggregate-u-s-investment-portfolio/#comment-68 Tue, 20 Aug 2013 06:39:07 +0000 http://philosophicaleconomics.wordpress.com/?p=1319#comment-68 […] ← The Great Rotation: Asset Shortages and the Aggregate U.S. Asset Portfolio […]

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Comment on The Meaning of Money by continue reading http://www.philosophicaleconomics.com/2013/05/the-meaning-of-money/#comment-50 Fri, 12 Jul 2013 18:41:54 +0000 http://philosophicaleconomics.wordpress.com/?p=920#comment-50 I needed to thank you for this great read!! I
absolutely loved every little bit of it. I have you saved as a favorite to check out new things you
post…

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Comment on The Stock Market: Thinking About What Matters by diet shots http://www.philosophicaleconomics.com/2013/06/the-stock-market/#comment-65 Tue, 25 Jun 2013 21:35:05 +0000 http://philosophicaleconomics.wordpress.com/?p=1026#comment-65 Aw, this was an incredibly nice post. Taking a few minutes and actual effort to make a top notch article… but what can I say… I hesitate a whole lot
and don’t seem to get anything done.

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Comment on The Stock Market: Thinking About What Matters by Value Factors http://www.philosophicaleconomics.com/2013/06/the-stock-market/#comment-64 Sun, 16 Jun 2013 05:52:13 +0000 http://philosophicaleconomics.wordpress.com/?p=1026#comment-64 Thanks for the interesting and informative article. I now know what Buffett really means when he says that you should only buy a stock if you would feel comfortable with the stock exchange subsequntly closing for ten years. Cash flow!

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Comment on The Stock Market: Thinking About What Matters by Debunking CNBC-Twitter Appeals to the “Equity Risk Premium” | Philosophical Economics http://www.philosophicaleconomics.com/2013/06/the-stock-market/#comment-63 Sat, 15 Jun 2013 20:43:56 +0000 http://philosophicaleconomics.wordpress.com/?p=1026#comment-63 […] total quantity of dividends distributed.  This difference may sound trivial, but as we saw in our discussion of the role of liquidity in investing, it changes […]

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Comment on The Stock Market: Thinking About What Matters by The Fed Model Refuted | Philosophical Economics http://www.philosophicaleconomics.com/2013/06/the-stock-market/#comment-62 Sun, 02 Jun 2013 04:57:16 +0000 http://philosophicaleconomics.wordpress.com/?p=1026#comment-62 […] ← The Stock Market: Thinking About What Matters […]

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