The Bonddad Blog

Still nerdy after all these years

Tuesday, October 19, 2010

Harbingers of the Economic Stall - Updated

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- by New Deal democrat Last week I credited ECRI with its accurate call for a recovery stronger than the last two, through mid-year. At t...

Yesterday's Markets

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Equity prices opened higher (a), but lost steam after about an hour of trading (b). Prices moved lower and found support just below the EMA...
Monday, October 18, 2010

What the Fed Sees

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From Bernanke's speech on Friday: The arbiters across the river in Cambridge, the business cycle dating committee of the Nation...

Do We Need More Inflation?

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From Bernanke's speech: The topic of this conference--the formulation and conduct of monetary policy in a low-inflation environ...

Objective Facts; They're For Real

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Just added over the weekend below the blog head is a quote from Jon Stewart: Objective Facts; They're for Real. This a proposed sign fr...

Yesterday's Markets

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On Friday, the markets opened higher (a), sold off in a hurry (b) and then consolidated their gains in sideways action for the rest of the d...
Friday, October 15, 2010

Weekend Weimar and Beagle

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It's that time of the week. Don't think about anything related to the market. Until then

Weekly Indicators: Columbus sailed the ocean blue Edition

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- by New Deal democrat Monthly statistics this week showed some inflation at the producer level at 0.4%, but virtually none at the consumer ...

Thinking Out Loud On Housing

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Consider the following facts. Absolute new home inventory is at very low levels: The savings rate is high -- people are tucking away more of...

Financials Aren't Participating in the Rally

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From the WSJ: During the third quarter that just ended, the Standard & Poor's 500-stock index posted a gain of 10.7%, but it didn...

Yesterday's Market

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Equity prices have been in a downward sloping channel bounded by lines (a) and (b) for a little over a day. Along the way down, prices rebo...
Thursday, October 14, 2010

Initial Claims Slightly Higher

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From Bloomberg: After improving five of the last six weeks, initial jobless claims rose 13,000 in the October 9 week to a higher-than-expec...

Let's Cut Off Our Nose To Spite Our Face

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From Bloomberg: Two-thirds of Tea Party supporters also would consider cutting spending on roads and bridges ; OK -- let's go over this ...

Mish vs. ECRI vs. Krugman one year later: One helping of crow for Prof. Krugman?

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- by New Deal democrat As Barry Ritholtz pointed out at the time, exactly one year ago today a very specific intellectual challenge was ...
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