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  Market Commentary
Today's Comment is Included in Today's Special Report
See Special Reports "Putting It All Together" 11/20/2008
11/20/08 3:45 PM
See "special report" on our home page, "Putting It All Together"
 
TARP Bailout Shifting Focus
Earnings Estimates Continue to Decline
11/13/08 4:30 PM

 

Remember that capitalism made the U.S.[More]
 

  Comstock In The News
What's the Real P/E Ratio?
Barrons
5/26/08

The bearish view on earnings makes the most sense.

IF YOU WATCH OR READ OR LISTEN TO BUSINESS NEWS, you must be getting very confused about whether the stock market is undervalued or overvalued.[More]
 

Bear Funds Lick Chops
By Gregg Greenberg-TheStreet.com Staff Reporter
2/18/05

Short-selling funds are ready to come out of hibernation.
Bear funds have had a rough run the past two years, as their strategy of betting against stocks has put them on the wrong side of a solid bull market.[More]
 

Charlie Minter appears with
Consuelo Mack on CNBC
 
Low speed stream  High speed stream 

  Last Major Comstock Report
FEET DON'T FAIL ME NOW
Dated, but not out of date
12/10/99
The list of negative factors impacting the stock market has now become so numerous that it is highly likely that a severe bear market has already started Comstock Funds - Contrarian Charlie Minter Bear Market Bearish

Introduction

The list of negative factors affecting the stock market has now become so numerous that it is highly likely that a severe bear market has already started. We begin with the fact that, as measured by earnings and dividends, this is by far the most overvalued market of the past century.[More]
 

 
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LIMBO LIMBO, HOW LOW CAN IT GO? (Original Text 3/25/01)
Update on Attachments 10/20/08
 
  SpecialReport
Putting It All Together
11/20/08
 
How To Get Out Of This Mess
6/11/08
 
"How We Got Into This Mess!"
3/27/08
 
February 2008 - What is the Real P/E Ratio?
2/20/08
 
Potential Catalyst For Deflationary Bear Market - Real Estate
Written 9/22/03--Charts Updated 7/16/2008
9/22/03 4:30 AM
 
The Bubble, Deflation, and Implications for Real Estate
by Charles Minter & Martin Weiner
6/17/03
 
Comstock Partners
Forbes "Best of the Web" May 2002
5/20/02
 
Comstock Partners
Forbes "Best of the Web" May 2001
5/21/01
 
Comstock Partners Inc.
Forbes "Best of the Web" May 2000
5/12/00
 

  What Others Say
Not Insane After All!
10/31/08
Hi once again (I've been reading your comments for years now and have mailed you a few times) from Ireland. I'm not an investor just someone who studied economics (and then lectured it briefly) so have a real interest in the subject and I must congratulate you on your analysis over the years. In all my reading on the net you'd be in the minority who saw this coming from what I could tell (Stephen Roach at Morgan Stanley, Shiller, Faber, writers at Prudentbear.com, and some Austrian economists to name the ones I came across). I never doubted what you said excluding one period and I mailed you about China and India being able to sustain the boom for like you I was confused as to why it just kept going.[More]
 
Right On The Money
10/09/08
Wow! the recent writings have been right on the money. Apparently, the economic guru's of the day have abandoned their posts as defenders of capitalist ideaology and rhetoric for socialistic bandaids (presumably taking a page from the former soviet union since spastic intervention has worked so well over there). Perhaps at first site of the next big dow plunge, they will close the markets for a couple of days and hope things are better when they decide to reopen. I have a couple of questions if you dont mind: As someone who not only called but aggressively capitalized on the 87 crash, what similarities and differences do you see that collapse and this one? I agree, of course, that we have not reached any form of capitulation although I am sure we have taken a few strides in that direction since last thursdays commentary.[More]
 
You Are Not Missing A Thing
10/02/08
Gentlemen, You are not missing a thing. I am a reader of the column for quite some time. What would be of value to point out is the insurance industry is going to a slow train wreck similar to the banks high speed crash. While being better risk managers and better capitalized, the life and annuity companies are big buyers of corp debt.[More]
 
From Costa Rica
Your Article Headwinds vs. Tailwinds
9/16/08

I just found this e-mail that was sent in May. A lot has manifested itself since. The economic catastrophe has become visible.

 5/17/08 As usual this is a well-written, balanced article with much information.[More]
 

Good Column
9/08/08
Charlie good column. Trailing twelve months $52 is the lowest since the end of 2003, so to get to the same PE as then the S&P has to drop 200 points to 1030.. I have been looking at the S&P as a 30 now 32 month head and shoulder.1560-1230=330..subtract that from 1230 and you get 900. Sept 01 bottom 950 is the only hard bottom from current 1230 to the 2002-2003 lows..[More]
 

Minter & Weiner Chat
click here to see the commentary

 


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