Foreign Holdings of U.S. Securities Has Exploded

[Parsad]

Market capitalization versus GDP is getting high again!  Cheers!

 

http://www.cnbc.com/id/100695176

[nwoodman]

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.

[plato1976]

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.

[muscleman]

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? ::)

[plato1976]

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? ::)

 

 

 

[muscleman]

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)"

[plato1976]

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)"

[muscleman]

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.

[muscleman]

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?