Saturday, September 8, 2012

Weekly Indicators: long leading indicators positive, but manufacturing and employment are huge concerns edition

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  - by New Deal democrat The big monthly news this week was yesterday's positive but lousy employment report, showing a miserable 9...
Friday, September 7, 2012

Three telling graphs from the employment report

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- by New Deal democrat The employment report is the ultimate coincident indicator. Along with income, the status of jobs are what say...

It's Another Mediocre Employment Report

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Oh joyous day -- the BLS has provided us with yet another reminder of how tepid the current jobs recovery is. Total nonfarm payroll emplo...

Morning Market Analysis

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Yesterday, stocks rallied hard.  The top chart shows the 5 minute chart, where we see stocks rallying until around noon and then tradi...
Thursday, September 6, 2012

Bonddad Linkfest

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The next 6 days could make or break markets (Marketwatch) ECB leaves rates unchanged (ECB) Brazilian GDP +.4% in 2Q (IBGE) US productivi...

The Oil choke collar isn't affecting employment yet

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- by New Deal democrat The price of gasoline, at $3.84 a gallon as of this past Monday, is now only $0.10 less than it was at its spri...

Initial claims and jobs: tomorrow's report should reveal the trend

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- by New Deal democrat Initial jobless claims averaged 371,000 per week in August. That's slightly higher than February, March, a...

Morning Market Analysis

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The transport ETF has been trading between 88 and 94 for the last three months.  More importantly, prices are now at the lower end of t...
Wednesday, September 5, 2012

Bonddad Linkfest

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India's prime minister becomes a tragic figure (WaPo) Five reasons the economy may be about to boom (Ezra Klein) Big banks are breaki...

A study in contrasts: housing, cars, and manufacturing

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- by New Deal democrat Reports on the economy from August started out with a contradictory bang yesterday, as the ISM manufacturing in...

Supply Side v. Keynes, Pt. II: Our Real Problem Is Lack Of Demand

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Consider the following from Keynes' General Theory: But this, I have to point out, should not have led us to overlook the fact that t...

Morning Market Analysis

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The transport ETF has been trading between 88 and 94 for the last three months.  More importantly, prices are now at the lower end of the...

Morning Market Analysis

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GLD has broken through resistance around the 158 area, rallied, sold-off in a downward sloping penant pattern to the 10 day EMA and moved...
Tuesday, September 4, 2012

Bonddad Linkfest

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Obama campaign deals with the "are you better off now" problem (WaPo) Corporate bond sales set record in August (Business Week) ...

Supply Side Verses Keynes, Pt, I; Supply Side's Failure In the Current Economy

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This week I wanted to focus on a deeper issue, which is the classic economic argument of Say v. Keynes regarding the economy.  Jean-Baptiste...

Morning Market Analysis; Stalling Markets and the Fed

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All of the ETFs that track the major averages have stalled at resistance: the IWMs have hit the 82 level and stopped; the QQQs ar...
Saturday, September 1, 2012

Weekly Indicators: recent trends continue to dominate edition

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  - by New Deal democrat In the rear view mirror, 2nd quarter GDP was revised up to 1.7%. With the exception of consumer sentiment, wh...
Friday, August 31, 2012

Weekend Weimar, Beagle and Pit Bull

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We'll be back on Tuesday. Have a happy and safe holiday.