Showing posts with label Economy. Show all posts
Showing posts with label Economy. Show all posts
Friday, January 25, 2008

Another quick thought

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Does anyone else find it a bit weird that banks are being asked to pony up money to shore up the capital position of monoline insurers? The...
1 comment:
Thursday, January 24, 2008

Super busy

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but here's a quick thought. The Fed can cut rates as much as it would like (hell, they're already negative in real terms) and it wo...
Wednesday, December 5, 2007

What the hell is wrong with Martin Feldstein?

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He has an amazing Op-Ed in today's WSJ called " How to Avert Recession ". I'm not sure he gives a way to avert recession i...
1 comment:
Monday, November 12, 2007

Housing and the Economy - Chapter 35

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In which Jim links to Nouriel Roubini who solidifies Jim's current biases: In this regard, evidence is mounting that a debt-burdened an...
Tuesday, October 23, 2007

Markets?

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Monday the market went up. It's up again right now. Apparently and obviously I know nothing about the market. I do wonder though how ...
Friday, October 19, 2007

Uh-Oh

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Market down big today, but fasten your seatbelts for Monday : Rumors were flying during the last hour of trading of problems at Merrill and ...
Thursday, October 11, 2007

Uh-oh

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In some work I do for my day job, one of the things I looked at recently was California's GDP vs. the US GDP over time. Two trends emer...
Friday, October 5, 2007

It's got to stop sometime

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And when it does, it's going to be a doozy : Outstanding U.S. consumer debt rose at an annual rate of 5.9% in August, pushed higher most...
Friday, September 7, 2007

Look out!

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August jobs data : Investors were unpleasantly surprised by the Labor Department's report that payrolls fell by 4,000 in August, the fir...
1 comment:
Wednesday, July 11, 2007

This is disturbing

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I (stupidly) assumed that as the housing market cooled, people would be forced to reduce their spending. I still think that's right, bu...
Friday, July 6, 2007

Cheerleading

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From the WSJ : U.S. employment posted a solid rise last month on strong hiring in health care and government and previous months' gains ...
Monday, July 2, 2007

Intellectual Honesty from the WSJ Editorial Pages

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I've never seen it. Here is the latest example: The next time Democratic leaders lament the decline of American industry, please refer...
Thursday, May 31, 2007

It's all about the revisions

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First quarter GDP was revised down : The economy grew at a 0.6% annualized pace in the quarter, revised down from the initial estimate of 1....
Friday, April 27, 2007

The other shoe starts to fall

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It's like watching a slow motion video of a car sliding into a wreck: After years of piling debt on their homes, Americans are becoming...
Wednesday, April 4, 2007

Bad Idea

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Circuit City : Circuit City spokesman Bill Cimino said the 3,400 layoffs follow a market-by-market review of wages for similar jobs. The rev...
Tuesday, April 3, 2007

Housing and Spending

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From today's WSJ : With subprime mortgage lenders pulling back, some working-class Americans are already finding it harder to buy a new ...
Monday, March 19, 2007

Something to keep in mind

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I have to take the housing implosion in small parts because there's a ton of moving parts. Here is something to keep in mind though: Th...
Thursday, March 15, 2007

Housing

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OK, I'll admit that I've predicted 12 of the last 3 housing corrections so my track record may seem a bit alarmist. As such I'v...