Parsad Posted May 2, 2013 Share Posted May 2, 2013 Market capitalization versus GDP is getting high again! Cheers! http://www.cnbc.com/id/100695176 Link to comment Share on other sites More sharing options...
nwoodman Posted May 2, 2013 Share Posted May 2, 2013 Sure is. Been a while since I checked Gurufocus and noticed that they have also added some extra metrics. US Market Cap/GNP (MKT/GNP 107%) http://www.gurufocus.com/stock-market-valuations.php Schiller P/E (P/E 23) http://www.gurufocus.com/shiller-PE.php Australia (MKT/GDP 126%) http://www.gurufocus.com/global-market-valuation.php?country=AUS Although way too early, the more extended this becomes the easier time I have with FFH's hedging policy. I have even rotated a small amount of BRK into FFH which I thought I would never do. Link to comment Share on other sites More sharing options...
plato1976 Posted May 2, 2013 Share Posted May 2, 2013 I am hoping next week 's FFH ER will show a very big hedging loss and provides yet another entry point I may be daydreaming Sure is. Been a while since I checked Gurufocus and noticed that they have also added some extra metrics. US Market Cap/GNP (MKT/GNP 107%) http://www.gurufocus.com/stock-market-valuations.php Schiller P/E (P/E 23) http://www.gurufocus.com/shiller-PE.php Australia (MKT/GDP 126%) http://www.gurufocus.com/global-market-valuation.php?country=AUS Although way too early, the more extended this becomes the easier time I have with FFH's hedging policy. I have even rotated a small amount of BRK into FFH which I thought I would never do. Link to comment Share on other sites More sharing options...
muscleman Posted May 2, 2013 Share Posted May 2, 2013 Sure is. Been a while since I checked Gurufocus and noticed that they have also added some extra metrics. US Market Cap/GNP (MKT/GNP 107%) http://www.gurufocus.com/stock-market-valuations.php Schiller P/E (P/E 23) http://www.gurufocus.com/shiller-PE.php Australia (MKT/GDP 126%) http://www.gurufocus.com/global-market-valuation.php?country=AUS Although way too early, the more extended this becomes the easier time I have with FFH's hedging policy. I have even rotated a small amount of BRK into FFH which I thought I would never do. Baupost holds 35% of cash. I am wondering if we should do the same too? ::) Link to comment Share on other sites More sharing options...
plato1976 Posted May 2, 2013 Share Posted May 2, 2013 Where did you get this number ? :) Is it an "old" data point ? Sure is. Been a while since I checked Gurufocus and noticed that they have also added some extra metrics. US Market Cap/GNP (MKT/GNP 107%) http://www.gurufocus.com/stock-market-valuations.php Schiller P/E (P/E 23) http://www.gurufocus.com/shiller-PE.php Australia (MKT/GDP 126%) http://www.gurufocus.com/global-market-valuation.php?country=AUS Although way too early, the more extended this becomes the easier time I have with FFH's hedging policy. I have even rotated a small amount of BRK into FFH which I thought I would never do. Baupost holds 35% of cash. I am wondering if we should do the same too? ::) Link to comment Share on other sites More sharing options...
muscleman Posted May 2, 2013 Share Posted May 2, 2013 Where did you get this number ? :) Is it an "old" data point ? Sure is. Been a while since I checked Gurufocus and noticed that they have also added some extra metrics. US Market Cap/GNP (MKT/GNP 107%) http://www.gurufocus.com/stock-market-valuations.php Schiller P/E (P/E 23) http://www.gurufocus.com/shiller-PE.php Australia (MKT/GDP 126%) http://www.gurufocus.com/global-market-valuation.php?country=AUS Although way too early, the more extended this becomes the easier time I have with FFH's hedging policy. I have even rotated a small amount of BRK into FFH which I thought I would never do. Baupost holds 35% of cash. I am wondering if we should do the same too? ::) http://www.valuewalk.com/2013/01/baupost-groups-seth-klarman-sees-50-shades-of-value-in-the-market/ It is just four months old. :) " prides himself on maintaining a handsome cash balance (33 percent on average)" Link to comment Share on other sites More sharing options...
plato1976 Posted May 2, 2013 Share Posted May 2, 2013 well, since it's 4 months old, maybe it's 50% now :) Where did you get this number ? :) Is it an "old" data point ? Sure is. Been a while since I checked Gurufocus and noticed that they have also added some extra metrics. US Market Cap/GNP (MKT/GNP 107%) http://www.gurufocus.com/stock-market-valuations.php Schiller P/E (P/E 23) http://www.gurufocus.com/shiller-PE.php Australia (MKT/GDP 126%) http://www.gurufocus.com/global-market-valuation.php?country=AUS Although way too early, the more extended this becomes the easier time I have with FFH's hedging policy. I have even rotated a small amount of BRK into FFH which I thought I would never do. Baupost holds 35% of cash. I am wondering if we should do the same too? ::) http://www.valuewalk.com/2013/01/baupost-groups-seth-klarman-sees-50-shades-of-value-in-the-market/ It is just four months old. :) " prides himself on maintaining a handsome cash balance (33 percent on average)" Link to comment Share on other sites More sharing options...
muscleman Posted May 3, 2013 Share Posted May 3, 2013 well, since it's 4 months old, maybe it's 50% now :) Where did you get this number ? :) Is it an "old" data point ? Sure is. Been a while since I checked Gurufocus and noticed that they have also added some extra metrics. US Market Cap/GNP (MKT/GNP 107%) http://www.gurufocus.com/stock-market-valuations.php Schiller P/E (P/E 23) http://www.gurufocus.com/shiller-PE.php Australia (MKT/GDP 126%) http://www.gurufocus.com/global-market-valuation.php?country=AUS Although way too early, the more extended this becomes the easier time I have with FFH's hedging policy. I have even rotated a small amount of BRK into FFH which I thought I would never do. Baupost holds 35% of cash. I am wondering if we should do the same too? ::) http://www.valuewalk.com/2013/01/baupost-groups-seth-klarman-sees-50-shades-of-value-in-the-market/ It is just four months old. :) " prides himself on maintaining a handsome cash balance (33 percent on average)" Even if it is only one day old, it could still change, right? I am wondering what I could do right now. Undervalued stocks are harder to find. Perhaps I should just be patient and hold a lot of cash. Link to comment Share on other sites More sharing options...
muscleman Posted May 3, 2013 Share Posted May 3, 2013 Market capitalization versus GDP is getting high again! Cheers! http://www.cnbc.com/id/100695176 Why Cheers? Shouldn't we be cautious when market is so high? Link to comment Share on other sites More sharing options...
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