tag:blogger.com,1999:blog-7345277745213012470.post4413449522197331057..comments2023-07-16T03:42:29.370-04:00Comments on echotoall: Romney's vs Obama's marketechotoallhttp://www.blogger.com/profile/13665501248396397938noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-7345277745213012470.post-9207091259595218622012-10-07T12:36:40.530-04:002012-10-07T12:36:40.530-04:00Thanks KR. As far as the three issues:
1. not too...Thanks KR. As far as the three issues:<br /><br />1. not too familiar with the details of the healthcare costs. But I am aware that the plan allowed for increases until the 2013, and from there the costs should be leveled off.<br /><br />2. My understanding of these liabilities is that most liabilities are due to the markets underperformance. (The market has produced a 0% return in 10 years.) Over the next year we will start to see the market trade at higher multiples (prob near 15-16), allowing to breach the 10yr cap. With an improved economy and higher market, I expect these liabilities to ease substantially. (With that said, I have heard of chatter where some companies take unethical advantage of the pension funds, but I can't quantify the shadiness.)<br /><br />3. As far as official data is concerned, the US still leads in the total dollar-value in manufacturing with high-end, complex manufacturing needing a high level of quality control/assurance. (Although reports have shown that china has overtaken us in march 2011.) And with plenty of web chatter indicating manufacturing re-entering the US (including chinese firms basing into the mid-west for the quality branding) providing a qualitative positive sentiment.echotoallhttps://www.blogger.com/profile/13665501248396397938noreply@blogger.comtag:blogger.com,1999:blog-7345277745213012470.post-78545436909784807782012-10-05T08:24:06.172-04:002012-10-05T08:24:06.172-04:00I concur with your conclusion - Under most Democra...I concur with your conclusion - Under most Democratic Presidents the Markets have performed quite well <br />What are your thoughts on:<br />the Change in the rate of rise of healthcare costs since Partial implementation of his plan...<br />the Pension funds and their liabilities...<br />the US Manufacturing sector leading the world... <br /><br />keep up the Good Work<br /><br />KRAnonymousnoreply@blogger.com