David Shulman
David Shulman
David Shulmanwas an American lexicographer and cryptographer...
facto post
How much of this is post facto rationalization?
minor
Our logo is located in the same place as one of our minor competitors,
accident bad best light past
It is no accident that some of the best years economically over the past 45 years have been the presidential years of 1964, 1968, 1972, 1984, 1988, 1996 and 2000. Even 2004 wasn't all that bad in the light of history.
abraham aged challenges classrooms district high immigrant lawsuit lincoln mainstream practice sat school students understanding using warehouse
The lawsuit challenges the practice of the Minneapolis School District of using Abraham Lincoln High School as a warehouse for immigrant high school aged students. Students sat in mainstream classrooms for years, not understanding what was being said, or what was being taught.
affecting bond earnings interest key market move overall profits stocks
The earnings warnings show that profits are under pressure, but it's not affecting the overall market because of the big move in interest rates. The key for stocks is still the bond market.
amount declines soft
Make no mistake. This is a soft landing. Typically, peak-to-trough declines amount to 50 percent.
expect far volatile
Expect 2006 to be far more volatile than 2005.
associated example recession
For example, 1970, 1974, 1982, 1990 and 2002 were recession years and 1966, 1986 and 1994 were associated with mid-cycle slowdowns.
nasty
The ingredients are in place for a nasty correction,
correction next
My sense is the next correction will be serious.
cheap compared last next normally people previous winners
Normally the last cycle's winners don't win in the next cycle. But people want to play them because they look cheap compared to the previous boom.
consumer era exceeding growth income increase
The era of the increase in consumer expenditures exceeding income growth is about to end.
bond buying fed green last light market next rather selling six terms thinking three week weeks
We got a green light from the Fed last week and we got a green light from the bond market in Thursday. My sense is that over the next three to six weeks the market is going higher. But I would be thinking more in terms of selling rather than buying here.
balloon blowing bond bubble decided fed green last light market month raise staying
We got a green light last month when the Fed decided not to raise rates, then we got another green light when the bond market rallied last Friday, ... The balloon is still blowing up. I'm staying defensive. I still say the bubble is going to break. I just don't know when.