tag:blogger.com,1999:blog-7073066728112402191.post6159794948140391568..comments2024-03-26T02:08:50.592-05:00Comments on Observations: Stock Market Rolling Returns vs. Price/Earnings (P/E) Ratio GraphsUnknownnoreply@blogger.comBlogger2125tag:blogger.com,1999:blog-7073066728112402191.post-32013743637237279272009-08-04T12:31:06.191-05:002009-08-04T12:31:06.191-05:00I'm not sure where you're getting your dat...I'm not sure where you're getting your data, so it's not absolutely clear to me what's included and excluded in some of your numbers. Equally important, you're getting outside my areas of expertise. However, if I remember correctly, GDP = consumption + investment + government spending + net exports. That suggests the culprit must be in the last 3 elements of the equation. <br /><br />Government spending is obviously way up. Similarly, imports are way down, so net exports (exports - imports) are up. Also, for some time periods I expect you'll see a lot of production to replenish inventory.<br /><br />Here's <a href="http://news.moneycentral.msn.com/provider/providerarticle.aspx?feed=MY&date=20090731&id=10212515" rel="nofollow"> an article I found</a> that you may find interesting.Alhttps://www.blogger.com/profile/03349009181054767705noreply@blogger.comtag:blogger.com,1999:blog-7073066728112402191.post-18735713346791235992009-08-03T11:06:50.216-05:002009-08-03T11:06:50.216-05:00Why has GDP only gone down 2.7% in the last 12 mon...Why has GDP only gone down 2.7% in the last 12 months when corporate revenues are down double digits and sales tax revenue is down double digits? I don't get it. If the consumer is 70% of GDP and the consumer has reduced spending by more than 10% ... why hasn't GDP gone down more? Is there something I am missing?Anonymousnoreply@blogger.com