Monday, October 4, 2010

Don't Forget About India

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Remember the BRIC economies -- the four foreign economies that will help to drive the next century's overall world growth -- includes In...

Where Will Growth Come From?, Part I: PCEs

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This week, I'm going to take an in-depth look at the four components of GDP: personal consumption expenditures (PCEs), investment, expor...

Yesterday's Market

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The primary battle lines in the market are between equities and bonds. There has been a big flow of money into bonds of all types -- Treasu...
Friday, October 1, 2010

Weekly Indicators: September was not the cruelest month Edition

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- by New Deal democrat This was a slow news week for monthly statistics. Personal income and spending both came in very well at +0.4% and +0...

Is the Threat of Deflation Past?

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Consider the following headlines from today's Bloomberg: Copper Climbs to Two-Year High on Chinese Manufacturing, Weakening Dollar Gold ...

Chicago PMI Up

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From Marketwatch: A Chicago-area economic report issued Thursday showed unexpected strength in September, giving further ammunition to the ...

Yesterday's Market

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Let's start with the Treasury market. Notice that prices are still right below the long-term trend line. But it's not just the Tre...
Thursday, September 30, 2010

Mish Provides Wrong Analysis Regarding The "Feels Bad Recovery"

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Yesterday, Mish posted a story titled "Why the Statistical Recovery Feels Bad." Unfortunately, his analysis falls far below his ...

Oil: more Hoarding in Plain Sight?

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- by New Deal democrat Back when Oil was over $100/barrel, I wrote an article entitled "Hoarding in Plain Sight", suggesting that ...

A Closer Look at Gold

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From the US Geological Survey: Gold has been treasured since ancient times for its beauty and permanence. Most of the gold that is fabric...

Yesterday's Market

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In general, prices have been in a very tight range for the last few days. Yesterday, prices gapped a bit lower at the open (a), fell to prev...