The Bonddad Blog

Still nerdy after all these years

Tuesday, May 1, 2012

Housing prices: a rebuttal to Barry Ritholtz, part 1

›
   - 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

›
  - by New Deal democrat In early February I wrote that John Hussman's recession warning criteria had been invalidated. Oversimplif...

Morning Market Analysis

›
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

›
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

›
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

›
- 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 --

›
It's yet another example of the amazing, unprecedented and roaring success of austerity! From Marketwatch: The Spanish economy c...

Morning Market Analysis

›
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)

›
- 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

›
- 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

›
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?"

›
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

›
  - 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

›
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

›
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

›
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?

›
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?

›
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 . . .

›
- by New Deal democrat   The Pied Piper of Doom , March 7, 2012 (after Barry Ritholtz published Bonddad's " Message to political...

Morning Market Analysis

›
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 ~...
‹
›
Home
View web version
Powered by Blogger.