May

26

Amidst the bearish and bullish voices of present, there are three subjects that I believe are important which have received little consideration:

1. The tremendous hedged long/short (both direct and indirect) pool of funds still trying to capture an alpha of a few percent, that has not bought into the 10% a year rise in stocks. There is also considerable capital with the foreigners who either hate Bush, or are just uninterested in the US.

2. The moves to cut taxes all over the world, as countries try to compete with China where they have no capital gains tax, and an income tax of 15% (there is even talk of abolishing this).

3. The incredible increase of wealth in such things as real estate and equity holdings, as well as firm values, mutual fund values (and a dozen other such 'values' that are indirect signals of the US's great wealth), collectibles, investment in intangibles such as patents, education, or brand names, and improvements in homes. Also, spending in the stock market due to the Wealth Effect has increased to an inordinate extent, and there has been great rises in almost every other stock market around the world, offering great untapped reservoirs of liquidity. I believe that the much denigrated and unstudied Wealth Effect is a greater source of spending on stocks, and a driver of stock values, than the normallly used Income Effect explanations, that economists and officials of the doomsday persuasion like to pay attention to and study.


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3 Comments so far

  1. Ronald Weber on May 27, 2007 5:08 am

    A striking confirmation of the wealth vs income effect is when you compare Japan with the US.

    If you start with an average household in 1991 having a house worth 500′000 (whatever unit) and a portfolio worth 50′000 and then look at what happened over the next 15 years.

    The house and portfolio of the hard working Japanese salaryman would have suffered a value loss almost each year, while the average US-Joe would have seen his total wealth increase each year. No wonder Nihon San was forced to save, while the Johns could afford to be more confident in the future and enjoy comsumption.

    The only exception (decrease both in house and stock value) for the US are the “911″ and post-dotcom years (2001-2003) while the only exception for the Japan (meaning simultaneous increase in house and stocks value) are over the past three years.

  2. Alex Forshaw on May 27, 2007 10:53 am

    Why would there be much correlation between Bush hatred and avoidance of US equities? The Palindrome himself now owns 2% of Halliburton, last I saw.

    WRT China, I knew they had no capital gains tax, but a 15% income tax?? I thought it was in the 30-40% range…

    China does not tax savings (or interest on savings) at all. Maybe after adjusting for this zero taxation of savings, China has an effective income tax rate of 15%.

    This has led to colossal savings pools in “private” banks, which have loaned the money out (to mostly state-owned enterprises) with a wanton disregard for risk and future profit. (Hence China’s stupendous NPL problem, the actual extent of which nobody has any idea-35% of GDP? 50%?)

    China recently passed a deregulatory rule which, if I understand it correctly, unshackles about 50% of those savings to be invested in equity markets. The savings deposits were earning negative real interest, so almost any asset class seems preferable. But with hordes of Chinese taxi drivers and manicurists now making six figures by “day trading,” it’s a matter of when, not if, the Chinese equity bubble implodes spectacularly. Unfortunately, it’s illegal to short Chinese stock, and in the near term, there is a big wave of savings deposits hitting the equity markets, so it’s too scary to short unless you are a really big fish.

    Also, some decent-sized economies are subject to enormous political instability. Musharraf’s days in Pakistan are pretty clearly numbered. Thailand’s paranoiac junta is rapidly losing popular (not to mention royal) support. And Ukraine’s Victor Yuschenko, whose popular support has collapsed to barely double digits, has brought the army into Kiev and dissolved the parliament.

    So there’s a lot of instability to go around, on top of the Chinese bubble. The bears have a lot of facts backing up their side at the moment.

  3. Tiny Bubbles | Free The Animal on September 28, 2011 1:47 pm

    […] I seriously doubt this is leading anywhere near a libertarian paradise or anything like it, but it’s certainly worth paying attention to. Sources in a position to know such things claim that even now there are moves to cut taxes all over the world over fear of China attracting all the capital. […]

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