The Bonddad Blog
Still nerdy after all these years
Tuesday, May 1, 2012
Housing prices: a rebuttal to Barry Ritholtz, part 1
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- by New Deal democrat The big housing debate is whether prices are on the cusp of bottoming (or possibly, already have) vs. whether...
John Hussman's recession index just blew up
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- by New Deal democrat In early February I wrote that John Hussman's recession warning criteria had been invalidated. Oversimplif...
Morning Market Analysis
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Yesterday, I noted that I believe the markets are moving into a period of consolidation, largely because equities have fallen from highs wil...
Monday, April 30, 2012
Bonddad Linkfest
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Romney's path to victory (WaPo) EU inflation at 2.6% (BB) German retail turnover at .8% in April (FSO) German retail sales don't...
A Closer Look At the GDP Report
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Let's take a deeper look at the latest GDP report, starting with the percentage change in GDP and the contribution of various components...
This is the graph that scares me
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- by New Deal democrat Median wage growth: This is the increase that 50% of workers are getting more than, and 50% are getting ...
Spain Falls Into Recession --
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It's yet another example of the amazing, unprecedented and roaring success of austerity! From Marketwatch: The Spanish economy c...
Morning Market Analysis
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My opinion about the markets: The US equity markets are moving into a period of consolidation, largely caused by slowing world economies a...
Sunday, April 29, 2012
100 False Prophecies by the Pied Piper of Doom: 20 - 31, bankruptcies are gonna crash and burn the economy! (2)
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- by New Deal democrat Introductory note: For those of you who aren't aware of the past history of the bloggers here with Daily Kos,...
Saturday, April 28, 2012
Weekly Indicators: April ends in a sea of green edition
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- by New Deal democrat In the rear view mirror, first quarter GDP was reported preliminarily at +2.2% on an annualized basis. This was...
Friday, April 27, 2012
Weekend Weimar, Beagle and Pitbull
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It's that time of the week again. NDD will post the indicators on Saturday. I'll be back on Monday. Until then....
The US' Austerity in Charts -- Or, "Where is the Government Takeover Again?"
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This chart is from Krugman: This is actually pretty important - and it's a point we've made a few times. A big reason for t...
A few notes on GDP: OK, but not good enough
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- by New Deal democrat By now I'm sure you've read several analyses elsewhere of this morning's GDP report. I have no desir...
Why Austerity Doesn't Work
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From Krugman: For the past two years most policy makers in Europe and many politicians and pundits in America have been in thrall to a ...
Morning Market Analysis
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The SPYs spent 12 days consolidating between the 136-139 level. However, yesterday, prices popped higher, breaking out of the range. ...
Thursday, April 26, 2012
Bonddad Linkfest
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Orders for Big Ticket Items Fall 4.2% (Marketwatch) Conference Boards Australian LEI unchanged (Conference Board) Latest Australian CB Mi...
Should We Be Concerned About the Following?
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There have been a few economic statistics over the last few weeks -- coming from the US -- that are concerning, although certainly not fatal...
Is the US/China Trade Balance Stabilizing?
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The above chart is simply US exports - Chinese imports. What's interesting is that it appears to have three stages: 1.) 1985-2000;...
OK, make that 101 false prophecies . . .
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- by New Deal democrat The Pied Piper of Doom , March 7, 2012 (after Barry Ritholtz published Bonddad's " Message to political...
Morning Market Analysis
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Given the news from the UK, let's start with their market: The UK ETF is actually trading in a fairly tight trading range between ~...
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