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4 Responses to “Slipping on Greece”
  1. Doug Barnshaw on May 26th, 2010 1:05 am

    Sounds good, but what about all the home owner and commercial restate that is waiting to be dumped on the market?

  2. Ken Weber on May 26th, 2010 4:54 pm

    Yes, there are many unsettling uncertainties out there, including those that you mention. But they are already, to a large degree, factored into current stock prices. The big money managers, who basically rule the market, are well aware of the lurking real estate problems. I could certainly make a strong case for trouble ahead, but in this blog post I simply wanted to present a few lesser-known counter-arguments to the bearish scenario.

  3. John Boon on May 27th, 2010 4:45 pm

    I am wondering if we are entering a brave new world of unknown mega-risks. Those of us in normal life tend to think we’re well-informed but clearly have no clue when a company like BP decides to take on unimaginable risk for bigger profits. Other companies know the risk but have to follow suit or lose market share – an “irrational” decision forced by a “rational” one. How many similar disasters are waiting to happen in the computer-controlled, flash-trading market of today? Does anyone really understand risk under these circumstances?

  4. Ken Salzman on May 29th, 2010 5:43 pm

    In line with John Boon’s comments, I am remarkably unimpressed with the economic geniuses who have created brilliant models for fast returns on the markets. One of the reassuring aspects of Jack Bower’s modeling is that he does not calculate for the fast gain or quick trade. The “big money managers, who basically rule the market”, as Ken Weber calls them, appear equally unimpressive at the task, most especially if their response to Greece and other “panicky” events is to, well, panic. It has always seemed that the convulsions of the market have been the result of such panic behavior, and that long term calm and patience would have averted them. Such, however, does not appear to come from those who rule. The rest of us just have to go along for the ride.

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