The Bonddad Blog
Still nerdy after all these years
Friday, April 8, 2011
Weekly Indicators: Oil vs. Jobs Edition
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- by New Deal democrat [Special note to Seeking Alpha readers: In addition to Hale Stewart a/k/a Bonddad, Silver Oz, myself, and every on...
One More Thought on Ryan's Economic Model
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The above chart is from Ryan's economic projections, courtesy of Professor Krugman. It assumes that under the Ryan plan, there will be...
So Much for the "Global Currency War" ...
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From the WSJ: After months of tough talk to speculators and other governments driving up the Brazilian real, Finance As Mr. Mantega announc...
Thursday, April 7, 2011
Friday Dollar Analysis
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The multi-year chart shows the dollar in a clear consolidation pattern. On the top, prices are contained by a downward sloping line while p...
"Think Tanks" - the Great Oxymoron
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Yesterday the economic blogsphere ganged up on the Heritage Foundation. I believe it started with Paul Krugman . I added my thoughts, and...
Notes on Job creation and the Unemployment rate
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- by New Deal democrat With March's payrolls number reported, let me update a few of the series showing how weekly initial jobless cla...
Wednesday, April 6, 2011
Gold Market Update
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On the multi-year chart, Gold is clearly in a bull market. First, there is a strong upward sloping trendline that started at the beginning...
Quantifying the Boomer Effect on Labor Force Participation
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I know that many people have commented recently on the impact of the baby boomers on the labor force (and the participation rate), but I wan...
Job Destruction and Unemployment
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The traditional concept most people have of recessions is businesses lay people off with the intention of hiring them back when the economy ...
Ryan's Plan and the Fallicy of Say's Law
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Several days ago, I complimented Representative Ryan for actually addressing the primary problem facing the US -- medical payments as a perc...
Tuesday, April 5, 2011
Wednesday Oil Market Analysis
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On the weekly chart, oil prices have moved through key resistance areas and are approaching a third. Note the length of time that prices we...
More Economic Headwinds -- China Raises Rates Again
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From Bloomberg: China raised interest rates for the fourth time since the end of the global financial crisis to restrain inflation and limi...
Job gains -- not good enough
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- by New Deal democrat As regular readers of this blog know, leaving aside the month over month variation, each quarter over the last 5 qua...
The "Great Rebalancing"
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From Fed President Lockhart: First, the deleveraging of the household sector is rather well advanced and continuing. Households are repairi...
Treasury Tuesdays
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The chart above is a long-term (4+ year chart) and shows that Treasuries have been rallying for the better part of four years. This period ...
Monday, April 4, 2011
This is not me
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- by New Deal democrat Every now and then I do a google search to see who if anyone has picked up on Bonddad's or my posts. Recently I ...
The next chapter: whither the Expansion?
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- by New Deal democrat I've been blogging now for about 6 years. The first chapter of my blogging involved documenting the turn from h...
Republicans Offer Budget Plan
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From the WSJ: Republicans will present this week a 2012 budget proposal that would cut more than $4 trillion from federal spending projecte...
Equity Week in Review and Preview of the Upcoming Week/Month
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I'm going to return to a daily focus on particular markets. Expect the following for the next month: Equities on Monday, Treasuries on ...
Saturday, April 2, 2011
Weekly Indicators: no fooling Edition
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- by New Deal democrat The week's headline numbers were the 216,000 jobs added in March and the continued decline in the unemployment ra...
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