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Alan Schram

Alan Schram

Posted March 9, 2009 | 12:24 AM (EST)

What the Market is Telling Us Now


The Dow is now down 41% since the Bush administration commenced their bailout and stimulus program in September, and down some 30% since the election.

Bailouts and stimulus produce long term uncertainty. Right now the markets are telling us that enhanced government involvement in the economy will crowd out private investment, and higher costs to finance our national debt will dampen future growth and hurt earnings prospects. The markets are telling us we can't keep bailing out every insolvent bank and backstop every bad mortgage. This desperate act to avoid pain is not a strategy and the markets see through it. If we keep digging the hole we are in, throwing good money after bad, we are going to run out of money.

There is no question the economy is heading in the wrong direction and will continue to experience substantial distress. There are three likely scenarios from here. One, if the stimulus package works and the economy recovers. This will be good for stocks. Two, if the stimulus package proves insufficient and we get a Japan style protracted period of low growth and low inflation. This will likely be good for value stock pickers, but hard on everyone else. Three, if efforts to revive the economy prove futile and a deep depression ensues, which will not be good for any equities.

I have no idea which of these is most likely, but I believe that because of policy failures of both Bush and Obama, and because of the desultory performance of the economy, the market is already expecting a depression, and stocks are priced accordingly. So if we end up not having one, the market will rally substantially.

Some people think they should wait until things clear up before they commit to stocks. But the future is never clear, and when optimism abounds, you pay a very high price for stocks. One should not equate the current uncertainty with risk. There is plenty of uncertainty now, but much less risk, because high quality stocks are available at much lower prices, and logically an investment is more attractive AND less risky if made at a lower price.

This should be obvious: Wouldn't you prefer to buy the house down the street at a lower price? Wouldn't you consider that same house to be a better investment, with bigger upside and smaller downside, at the discounted price?

The stock market anticipates future events, and bottoms well before the economy does. Historically, a small percentage of trading days has represented a large proportion of returns. Because very few people can consistently predict macroeconomic events and investors rarely foresee the big market moves, sitting on the sidelines can have large opportunity cost.

The only thing you can do is think about individual business values, and make rational judgments about them, building an investment portfolio with the odds stacked in your favor. We at Wellcap Partners believe this is the best time in many decades to buy quality businesses at what are clearly very attractive prices.


Alan Schram is the Managing Partner of Wellcap Partners, a Los Angeles based investment firm. Email at aschram@wellcappartners.com.

The Dow is now down 41% since the Bush administration commenced their bailout and stimulus program in September, and down some 30% since the election. Bailouts and stimulus produce long term uncerta...
The Dow is now down 41% since the Bush administration commenced their bailout and stimulus program in September, and down some 30% since the election. Bailouts and stimulus produce long term uncerta...
 
 
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HUFFPOST SUPER USER
joebhed
Greenback Revolutionist
04:50 PM on 03/09/2009
The markets are telling us that the invisible hand can do wrong and be wrong, and that it needs a correction.

The markets recall a recent time of unbridled deregulation that allowed the risks to be handled by the risk-managers.
Markets had said things were going just peachy and we reached unprecedented highs on the risk-managers' say-so.

Now the markets are telling us that the risk-managers were dumb.
Those risk-managers had a focus on the probability of a failure, presumed about zero, rather than on the amount at risk.
Those risk models assumed the probabaility of the underlying market asset - real estate - could not go down inn price.
They were betting, highly and heavily, that the risk of housing prices going down was zero.
If you multiply zero times any amount of risk out there, it looked like a safe bet.

Now, the markets are telling us that they had it all wrong.
The probability of housing prices going down was based directly on a historic economic relationship with the income of the buyers of the houses.
All the money went into making more and more bets on new financial "risk" thingies, and less and less on growing the incomes of homebuyers.
Something was wrong with that picture.
THAT is what the market is telling us now.
That the market was wrong in the first place.
No matter how hard the biznews tries to blame it on Obama, the markets screwed themselves.
HUFFPOST SUPER USER
Antifascist-08
04:14 PM on 03/09/2009
Hedge funds and the people who run them should be removed from activity that might in any way effect the lives of normal decent people.

We really don't care what you think about the market because you ultimately bet against it.

Wall St. should be rebuilt from the bottom up.
03:33 PM on 03/09/2009
"There is plenty of uncertainty now, but much less risk, because high quality stocks are available at much lower prices"

Nonsense. The risk that a stock can go down 20% further is the same at $1 as it is at $10. The only thing that changes is how many shares you have to buy to lose the same amount of money.
02:25 PM on 03/09/2009
I think we can crowd out government involvement in the market when the market reverses the unemployment trends of the last 3-4 months. When the markets can step up to the plate and do something positive for the country, other than the usual swindling and backend smoke-blowing, I am confident that the government will pull back from its present proactive measures. The markets seem to be inundated with a multitude of stuffy fluffs that need to get off their duffs, put their cigars out, and do something constructive (maybe like work)!
02:18 PM on 03/09/2009
Once more--

This info-mercial brought to you by your friends at Swell-Cap.
03:34 PM on 03/09/2009
LOL. And dead on, too.
02:01 PM on 03/09/2009
I think the market is telling us sayonara! To say the market has gone mad is an understatement. The Dow has lost 24% since January 1, giving up $2.6 trillion in value. Other than that Mrs. Lincoln, how was the play? Credit default swap risk premiums now tell you that it is much riskier to invest in Warren Buffet’s Berkshire Hathaway (BRK/A) than Vietnam, and that Russia is a safer bet than General Electric (GE). The Dow is headed for the 4,000, according to ultra bear Felix Zulauf of Zulauf Asset Management in Zug, Switzerland. The rock star fund manager believes that we entered a 10-15 year bear market in 2000. He argues that analysts are smoking something with S&P consensus earnings forecasts at $60, down from $100 a year ago, and that the real number will come in at zero to $40. We may see one more bear market rally to 9,000 in the next few months led by financials, mining stocks, and consumer discretionaries. After that the Dow will drop by half. Day traders only need apply. www.madhedgefundtrader.com.
HUFFPOST SUPER USER
Antifascist-08
04:17 PM on 03/09/2009
The "Market" is paying for what it did the American and world economies. They should all be investigated and prosecuted if possible.

This isn't some normal situation. This is the result of a giant pyramid scheme by the traders and executives that has run its course and left the people holding the bag.

Wake up folks. Wall St. has been a casino for many years now. certain people had control or enough influence of it fleece the rest of us. Now they have taken off with the money.
12:33 PM on 03/09/2009
the dow is down 41% since sept and 30 % since the election...he picks his time frames so as to distort reality...better said that the market is down 47% from its high...84% of that loss under bush, 16% of that loss under obama.
HUFFPOST SUPER USER
Antifascist-08
04:18 PM on 03/09/2009
Who cares? I don't. They should all go to jail.
12:15 PM on 03/09/2009
Maybe if the hedge funds revealed where they get all their money, the terrorists and narcotraffickers could be busted. Must be nice to be in a business that lets you keep all your records secret.
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11:43 AM on 03/09/2009
I suggest a fourth scenario: "stimulus" does not work and is finally abandoned along with "bailouts."

Tough new legislation is finally put (back...) into place, both within the United States and in the various other nations where the "multi-nationals" had set up safe-harbor.

... and the legislation actually works. Credit is once again bought and sold under genuine (not fraudulent) conditions and for a fair price. It is available not only to companies as big as Warren Buffett's but to the individual consumer, all as it should be. Protections are put into place so that people no longer feel that they are being used as pawns. Fundamentals like health-care are made uniformly available, thereby not only removing the spectre of financial ruin but also making the health-care system once again truly profitable.

Call it human nature... we know what to do but we really don't want to do it.

I forecast, though, that these changes will be made ... and will be made very soon ... and that the effect will be dramatically POSITIVE. "Remove the crime, remove the grotesque unfairness, remove the indefensible dangers ... and stand back, because this train is LEAVING the station!"
HUFFPOST SUPER USER
Antifascist-08
04:19 PM on 03/09/2009
Amen. You speak the truth.
08:13 AM on 03/09/2009
We don't hear much about hedge funds these days?
HUFFPOST SUPER USER
Antifascist-08
04:20 PM on 03/09/2009
They are still out there, waiting for their next opportunity to thrive off the backs of actual people. They will buy up whatever it takes to exist during a depression- a depression they caused.
06:27 AM on 03/09/2009
I think the problem with this logic is that if the government lets the banks fail, then the market will tell us that we should have kept bailing them out.

The stock market didn't like it when we didn't bail out Lehman, and it didn't like it when we subsequently bailed out AIG for the first time.

There's nothing that the government can start doing or stop doing that can make the stock market happy.

Normally, the best way to placate the stock market is to stay the course. But since the current strategy involves a steady regimen of debt for equity swaps, the stock market won't like that either.

Forgotten amid the debt crisis is a profound structural transformation in the real economy roughly characterized as a shift from energy to information as the lifeblood of economic progress.

The market is telling us that old business models are dying and new business models are have not yet emerged to take their place. It's a market that's searching for new winners but hasn't found them.

The stock market can come back only once it finds a new Google, a new business model that captures and shapes the essence and opportunities of an emerging post-industrial economy.
HUFFPOST SUPER USER
Antifascist-08
04:25 PM on 03/09/2009
You keep ascribing human attributes to the stock market. It will do this and that. Tell us this and that. You are a fool if you really believe that. The Market IS the problem. Its not a person. Why do you think Obama has basically left them out of the bailouts.

The "Market" is a lie and a myth. Peoples' belief in it has allowed the people who own it to rip them of for years, much like a casino. You are always playing against the house. The insiders always have an edge. The market has been corrupt for years. It was totally corrupt before the last depression and it is totally corrupt now.
04:34 AM on 03/09/2009
Great analysis.. by the way I hope Merrill Lynch is listening maybe they're hiring, if not try Comedy Central.
HUFFPOST SUPER USER
sd4david
01:33 AM on 03/09/2009
Maybe you're right, and maybe not. The realtors and investment "professionals" have a vested interest in getting people to buy real estate and financial assets, respectively.

The DOW is at 1997 levels. And I would say the near term future for many DOW stocks looks worse than it did in 1997.

SOME stocks will prove to be good investments at this point in time. As for me, I'm worried about paying rent next month, and the idea of ever retiring is a fantasy.