Tuesday, March 27, 2012

Morning Market Analysis

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Let's start with the equity markets, where we see prices breaking through resistance, with the IWMs moving through the 82.6 lev...
Monday, March 26, 2012

Bonddad Linkfest

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India's economy; losing its magic (Free Exchange) German confidence rises (Bloomberg) New homes sales down; prices up (Marketwatch) ...

In Response to Mish's Criticism of Bernanke's Gold Standard Arguments; Or, Why the Gold Standard Is A Really Bad Idea

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A long time ago, I read Mish on a regular basis.  His analysis was great; it was in-depth and well argued.  However, he has been slowly losi...

Morning Market Analysis

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The 30 minute chart of the SPYs really highlights last week's price action.  Prices rallied on Monday, but spent the last four days o...
Sunday, March 25, 2012

A Dick Cheney aside

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- by New Deal democrat Upon hearing of Dick Cheney's secret heart transplant, am I the only one who conjured up the image of an unwill...

A blogging journey

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- by New Deal democrat It's been about 7 years since the pixels of my nom de blog, New Deal democrat , made their appearance. At the...
Saturday, March 24, 2012

Weekly Indicators: more evidence of a turning point in housing edition

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- by New Deal democrat The monthly data releases this week were mainly about housing. Permits, an important long leading indicator, rose t...
Friday, March 23, 2012

Weekend Weimar, Beagle and Pit Bull

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It's that time of the week. Don't think about the market for the next few days. I'll be back on Monday, NDD will have the week...

1955: Industrial Production

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The above FRED chart shows that industrial production grew throughout the year.  We see production increase in the first quarter, sow i...

Reversal of fortune: now Gallup's daily spending is near post recession highs

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-by New Deal democrat Less than two weeks ago I wrote that Gallup's YoY consumer spending had turned negative for over a week. This is ...

Morning Market Analysis

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The above 60 minute charts show that prices have been consolidating for the last 5 days.  All have broken short-term trend lines.  ...
Thursday, March 22, 2012

1955: Investment

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This post is part of the Bonddad economic history project. The purpose of this is to go back through the US' economic history, year by ...

Does lackluster YoY GDP growth always worsen into recession?

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- by New Deal democrat This post continues the re-examination of my January forecast. It has been contended that whenever YoY GDP growth dec...

Disposing of the garbage from the King Report and Art Cashin

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- by New Deal democrat I dislike cherry-picking data. It almost always means that the writer started with a conclusion and reasoned backward...

Morning Market Analysis

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Let's start with the treasury market, where we've seen a sell-off across the curve.  From a technical perspective, what'...
Wednesday, March 21, 2012

1955: PCEs

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The chart above shows the percentage contributions that PCEs contributed to GDP growth and the contribution of various PCE sub-categorie...