I like this BPR Valuation Dashboard as I frequently look at most of them individually, so having a "dashboard" like this that shows everything at once is helpful
Bill; You forgot to tell me where picking a fight with the Pope and claiming to be Jesus rates on the "Double-Dumbass" scale or is this just more evidence of the need to implement the 25th amendment
In support of your observation, here's one from David Stockman, Reagan's former OMB director:
"The Donald has now effectively destroyed his Presidency...this morning he attacked the Pope after posting a picture of himself last night depicting a self-resemblant Orange Jesus.
What remains, therefore, are sweeping Congressional losses in November and a first-in-history presidential impeachment before tax day 2027."
Looks to me like a nice simple summary of Tom's monthly report. In the "fog" of all the crap we read today it appears from these clips that cash (and T Bills), gold and silver, plus energy stocks remain a good place to park money going forward. I like to get a good nights sleep.
How the hell would Bonner or any blowhard know what the President and his cabinet know about all of this conflict? It’s a filthy country that’s killed our soldiers, and 30-40,000 innocent people in their own country. You blind liberals are all the same, none of you care about the American people. Ask the families of those killed by the scum Biden et call, allowed into our beautiful country!! Bonner couldn’t be more of a joke living all over the world so he has no idea what the Gold Star families are going through.
The Valuation Dashboard is a great idea. Dividend yield of a major stock index, or dividend yield of the global stock markets, would be an interesting addition to the dashboard. Would be fun to track and compare the yearly rise of gold and silver vs. the dividend yield of stocks in the coming years.
Maybe Bill doesn't know why Melania suddenly held a press conference to deny any relation with Epstein or Maxwell. However it's being reported that her former close friend and former fashion model Amanda Ungaro is ready to go scorched early on the Trumps and their involvement with the Epstein pedo operation. Interestingly, he compares Melania's statements with those of Clinton when he denied his relationship with Monica Lewinsky. Check out the info presented by this retired Special Forces veteran: https://youtu.be/nGx22-yM6KE?si=VZerOIdSTe0wdIxw
Isn't it time for an independent investigation into the Epstein blackmail operation?
Bonner starts his column with the line, "Last week ended much as it began...with curiosities, absurdities and stupidities." True, in the BPR world, it started with and ended with a Bonner column - a little curiosity, but mostly absurdity and stupidity. Then he goes on a rant as if he were a gossip columnist for some sort of tabloid you'd find on the grocery store checkout. Unfortunately, he doesn't get much better. I would call his column today cow manure but that would be disrespectful to cow manure as at least it can be used as fertilizer.
Wonder if Billy is getting ready to launch his own version of a grocery store check out rag…he certainly produces enough political bullshit. IT amazes me how some one so economically intelligent wastes his time on this type of bullshit.
Other trade rags (Porter, Rickards, Casey etc) all may have the same views or not, you wouldn’t know - but the difference is they term what BIlly calls weekly curiosities, absurdities and stupidities into ways of making money. Again, his call of the weekly bs isn’t news, it happens every week, so what’s his point? TO sell bullshit papers? Maybe get a column at the Enquirer Billy.
I think he feels obligated to come out with a daily column but is too lazy to do real work and research, so he scans the anti-Trump left wing media for his comments.
Bonner and Company are always complaining about what is done by whoever is in power. When Biden was president- everything he did was "wrong", now with Trump as president - everything he does is wrong. Hence, everyone is wrong.
Good stuff on the dashboard, but having the chart for each would add more context. I know it's probably a pain to code that in, but just have ai do it haha
These valuations are a waste of time in most cases. The prices for growth stocks are set by supply and demand. And a lot of that demand is based on the buyers perception of the potential future growth of income. And the latter is totally an opinion based on what is known in the present and projected to happen years in the future. For income stocks, it is often based on dividend payouts and the BRP metrics are more realistic. Graham type valuation hasn't worked on strong growth stocks in a couple of decades.
- Unfortunately, Mrs. Trump’s pronouncements (Melania’s Meltdown) have crowded the airwaves and will have a larger impact on our lives through a flood of distractions we would all prefer to avoid.
- I expect the President will soon be blocked, and the Republicans will struggle through the midterms as “tolls and tariffs” and other partisan tactics deepen politics and set new records.
- This is something that will affect our lives, and Bill Bonner was right to call it important, though it is a sad day for Americans as the Clinton–Trump sex scandals are used to signal virtue by the Democrats, who now tell the world about the two lecherous power players.
Two points Bill: commenting on Mrs. Trumps disclaimer vis-a-vis Epstine is akin to gossiping and soft porn, and it has no place in your missives that purport to elucidate the politics and economic issues of the day connecting the dots to trends and the trends to personal planning. Secondly, I don't know why you choose to clutch the pearls and wring the hands on the inflation numbers. How many years, and I mean years have you been saying "inflate or die" meaning we, as well as all industrialized countries, have chosen to kick the proverbial can down the road rather than default. Such inflationary practice is the soup du jour around many parts of the world.
Tom, you really should start that newsletter that you've promised the world. Then after you write your first missive, wait for that 1st comment that tells you "what to write." Following you telling that person where to go, come back here. And carefully read what you just wrote.
- Unfortunately, Mrs. Trump’s pronouncements (Melania’s Meltdown) have crowded the airwaves and will have a larger impact on our lives through a flood of distractions we would all prefer to avoid.
- I expect the President will soon be blocked, and the Republicans will struggle through the midterms as “tolls and tariffs” and other partisan tactics deepen politics and set new records.
- This is something that will affect our lives, and Bill Bonner was right to call it important, though it is a sad day for Americans as the Clinton–Trump sex scandals are used to signal virtue by the Democrats, who now tell the world about the two lecherous power players.
But the Clinton sex scandal was used by the Republicans to attack Clinton. "Speaker Gingrich believed that focusing 24/7 on the scandal would result in a gain of 40 to 50 House seats".
Isn't it time for an independent investigation into the Epstein blackmail operation? An independent counsel.was appointed to investigate Clinton or Bubba as he's known in the pedo files.
If America is truly self sufficient with oil, ie.- we have oil surplus and can supplier to the world oil and do not need to buy oil for America's needs; then why in hail is the price of gas in America at almost $5.00/gallon (CA - well over $6.50 nearing $7/gallon?
I like this BPR Valuation Dashboard as I frequently look at most of them individually, so having a "dashboard" like this that shows everything at once is helpful
Yeah, it is pretty useful! Some basic graphs would be nice too, such as 50/200 DMA of major indices and GLD, GDX, etc.
GDP might once have been useful but those days ended long ago. Perceptive analysts would do well to ignore that Frankenstein calculation.
Bill; You forgot to tell me where picking a fight with the Pope and claiming to be Jesus rates on the "Double-Dumbass" scale or is this just more evidence of the need to implement the 25th amendment
In support of your observation, here's one from David Stockman, Reagan's former OMB director:
"The Donald has now effectively destroyed his Presidency...this morning he attacked the Pope after posting a picture of himself last night depicting a self-resemblant Orange Jesus.
What remains, therefore, are sweeping Congressional losses in November and a first-in-history presidential impeachment before tax day 2027."
You seem to have Trump Derangement syndrome- in spades.
Looks to me like a nice simple summary of Tom's monthly report. In the "fog" of all the crap we read today it appears from these clips that cash (and T Bills), gold and silver, plus energy stocks remain a good place to park money going forward. I like to get a good nights sleep.
Jim Marshall
Jim, if you like to get a good night's sleep, avoid old age. Best always. PM
Where you have to get to pee every couple hours.
How the hell would Bonner or any blowhard know what the President and his cabinet know about all of this conflict? It’s a filthy country that’s killed our soldiers, and 30-40,000 innocent people in their own country. You blind liberals are all the same, none of you care about the American people. Ask the families of those killed by the scum Biden et call, allowed into our beautiful country!! Bonner couldn’t be more of a joke living all over the world so he has no idea what the Gold Star families are going through.
My lord. The kind of blindness that leads lemmings over cliffs, still convinced they’re the wise ones in the room.
Every day, I think I’ve seen the end of it.
Then I open the comments section and find another reminder that reflex, rage, and groupthink are alive and well.
😂😂😂😂😂 Funny. Not very nice but definitely funny!
Sleep deprivation. And the depravity of it. It can make a person write (or say or even do) things they regret the very next day.
Dude, you did nothing wrong. I just now realized who you were responding to. He came at me a year ago. He is a die-hard Zionist.
If you have room, DXY and Silver/Gold ratio would be nice.
The Valuation Dashboard is a great idea. Dividend yield of a major stock index, or dividend yield of the global stock markets, would be an interesting addition to the dashboard. Would be fun to track and compare the yearly rise of gold and silver vs. the dividend yield of stocks in the coming years.
Maybe Bill doesn't know why Melania suddenly held a press conference to deny any relation with Epstein or Maxwell. However it's being reported that her former close friend and former fashion model Amanda Ungaro is ready to go scorched early on the Trumps and their involvement with the Epstein pedo operation. Interestingly, he compares Melania's statements with those of Clinton when he denied his relationship with Monica Lewinsky. Check out the info presented by this retired Special Forces veteran: https://youtu.be/nGx22-yM6KE?si=VZerOIdSTe0wdIxw
Isn't it time for an independent investigation into the Epstein blackmail operation?
Bonner starts his column with the line, "Last week ended much as it began...with curiosities, absurdities and stupidities." True, in the BPR world, it started with and ended with a Bonner column - a little curiosity, but mostly absurdity and stupidity. Then he goes on a rant as if he were a gossip columnist for some sort of tabloid you'd find on the grocery store checkout. Unfortunately, he doesn't get much better. I would call his column today cow manure but that would be disrespectful to cow manure as at least it can be used as fertilizer.
Wonder if Billy is getting ready to launch his own version of a grocery store check out rag…he certainly produces enough political bullshit. IT amazes me how some one so economically intelligent wastes his time on this type of bullshit.
Other trade rags (Porter, Rickards, Casey etc) all may have the same views or not, you wouldn’t know - but the difference is they term what BIlly calls weekly curiosities, absurdities and stupidities into ways of making money. Again, his call of the weekly bs isn’t news, it happens every week, so what’s his point? TO sell bullshit papers? Maybe get a column at the Enquirer Billy.
I think he feels obligated to come out with a daily column but is too lazy to do real work and research, so he scans the anti-Trump left wing media for his comments.
Bonner and Company are always complaining about what is done by whoever is in power. When Biden was president- everything he did was "wrong", now with Trump as president - everything he does is wrong. Hence, everyone is wrong.
Love the dashboard!!!
Good stuff on the dashboard, but having the chart for each would add more context. I know it's probably a pain to code that in, but just have ai do it haha
These valuations are a waste of time in most cases. The prices for growth stocks are set by supply and demand. And a lot of that demand is based on the buyers perception of the potential future growth of income. And the latter is totally an opinion based on what is known in the present and projected to happen years in the future. For income stocks, it is often based on dividend payouts and the BRP metrics are more realistic. Graham type valuation hasn't worked on strong growth stocks in a couple of decades.
- Unfortunately, Mrs. Trump’s pronouncements (Melania’s Meltdown) have crowded the airwaves and will have a larger impact on our lives through a flood of distractions we would all prefer to avoid.
- I expect the President will soon be blocked, and the Republicans will struggle through the midterms as “tolls and tariffs” and other partisan tactics deepen politics and set new records.
- This is something that will affect our lives, and Bill Bonner was right to call it important, though it is a sad day for Americans as the Clinton–Trump sex scandals are used to signal virtue by the Democrats, who now tell the world about the two lecherous power players.
Love the Dashboard. Thank you.
Two points Bill: commenting on Mrs. Trumps disclaimer vis-a-vis Epstine is akin to gossiping and soft porn, and it has no place in your missives that purport to elucidate the politics and economic issues of the day connecting the dots to trends and the trends to personal planning. Secondly, I don't know why you choose to clutch the pearls and wring the hands on the inflation numbers. How many years, and I mean years have you been saying "inflate or die" meaning we, as well as all industrialized countries, have chosen to kick the proverbial can down the road rather than default. Such inflationary practice is the soup du jour around many parts of the world.
And yes, I love the charts.
Tom, you really should start that newsletter that you've promised the world. Then after you write your first missive, wait for that 1st comment that tells you "what to write." Following you telling that person where to go, come back here. And carefully read what you just wrote.
And see why it might be a mistake.
Fantastically said. It's nice to see some reason in these comment sections.
Why a mistake? Could you elaborate abit?
- Unfortunately, Mrs. Trump’s pronouncements (Melania’s Meltdown) have crowded the airwaves and will have a larger impact on our lives through a flood of distractions we would all prefer to avoid.
- I expect the President will soon be blocked, and the Republicans will struggle through the midterms as “tolls and tariffs” and other partisan tactics deepen politics and set new records.
- This is something that will affect our lives, and Bill Bonner was right to call it important, though it is a sad day for Americans as the Clinton–Trump sex scandals are used to signal virtue by the Democrats, who now tell the world about the two lecherous power players.
But the Clinton sex scandal was used by the Republicans to attack Clinton. "Speaker Gingrich believed that focusing 24/7 on the scandal would result in a gain of 40 to 50 House seats".
Isn't it time for an independent investigation into the Epstein blackmail operation? An independent counsel.was appointed to investigate Clinton or Bubba as he's known in the pedo files.
Could be
If America is truly self sufficient with oil, ie.- we have oil surplus and can supplier to the world oil and do not need to buy oil for America's needs; then why in hail is the price of gas in America at almost $5.00/gallon (CA - well over $6.50 nearing $7/gallon?