The Bonddad Blog

Still nerdy after all these years

Friday, November 30, 2012

ECRI concedes it was wrong

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- by New Deal democrat Yesterday Lakshman Achuthan made the rounds of business television shows to once again announce their 14+ month ...

The economy shambles along: employment

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- by New Deal democrat On Monday I pointed out that there has been a ratcheting down of the economy since march, in a way that hadn'...
Thursday, November 29, 2012

Initial Jobless Claims: comparing Katrina and Sandy

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 - by New Deal democrat Initial jobless claims fell 23,000 this past week but were well above the trend before Sandy hit at the end of Oc...

The Amazingly Scary Depth of the EU's Recession

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The above graph is from the latest Eurostat GDP release for the EU area.   Let's consider the following information to illustrate the...

The Impressive Longterm GLD Chart.

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Since 2005, the gold ETF has rallied.  It dropped in late 2008 in reaction to the global financial crisis and has moved sideways for t...
Wednesday, November 28, 2012

Bonddad's Surgically Induced Vacation

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On November 29th, I get to have my left hip resurfaced -- which I call hip replacement light.  Put briefly, I was born with bad hips, so t...

Bonddad Linkfest

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The new electoral math (Public Opinion Strategies) Revenge of the reality based community (Bruce Bartlett) \ US housing in midst of recov...

An Overview of the International Economic Situation With OECD Comments on Their Recently Lowered Growth Projections

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What follows are the first five paragraphs from the latest Reserve Bank of Australia's minutes (italicized ) with some additional commen...

Morning Market Analysis

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The grains complex has rallied from the 200 day EMA into resistance.  Prices spiked in the early summer, but have been drifting lower sin...
Tuesday, November 27, 2012

Bonddad Linkfest

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What is Simpson Bowles (WaPo) Will the fiscal cliff break Grover Norquist? (WaPo) Democrats unwilling to trim entitlement spending (NYT) ...

Will Brazil Cut Rates Tomorrow?

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Tomorrow, the central bank of Brazil meets to discuss interest rate policy, which   the bank has been aggressively lowering over the last ye...

Morning Market Analysis

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Let's start by looking at one of the better performing equity markets (Germany) and one of the worst (Brazil). The German market is th...
Monday, November 26, 2012

Bonddad Linkfest

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The GOPs read my lips moment (WaPo) 7 GOPers who have disavowed  Norquist pledge (TPM) Fiscal cliff talks update (WaPo) A history of Sen...

The economy shambles along

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- by New Deal democrat For three years beginning in late spring 2009, the data justified optimism about the economy. That all changed...

Will The Second Time Be the Charm for the Chinese ETF?

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The long-term trend of the Chinese ETF is consolidation in a symmetrical triangle pattern.  Several weeks ago, prices broke out, but fell...

Austerity Hits Everyone

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Morning Market Analysis

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Last week was a holiday shortened week, which means that any move has to be viewed skeptically.  However, we did see stocks as the strongest...
Saturday, November 24, 2012

Weekly Indicators: Thanksgiving recovery from Sandy edition

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  - by New Deal democrat The limited October data released this past week was mainly housing and it was positive, including existing ho...
Thursday, November 22, 2012

Liveblogging World War 2: FDR's 1942 Thanksgiving Day proclamation

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- by New Deal democrat * With a tip of the hat to Prof. Brad DeLong's "Liveblogging World War 2" ... ------ ...
Wednesday, November 21, 2012

Happy Thanksgiving

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My Dad gets in later today, so I'm booked with family events through the weekend.  NDD is off as well but will have something up tomorro...
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