Saturday, June 21, 2014

Weekly Indicators for June 16 - 20 at XE.com

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  - by New Deal democrat My Weekly Indicator post is  up at XE.com . Oil is the skunk at the party.

International Week in Review: Frothy UK Housing Market Edition

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This is up over at XE.com http://community.xe.com/forum/xe-market-analysis/international-week-review-frothy-uk-housing-market-edition
Friday, June 20, 2014

Epistemic economic closure on the left: Classic Math FAIL by the Pied Piper of Doom

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 - by New Deal democrat A few of you are apparently still trying to explain the Big Bang Theory to the Flat Earth Society that is the aco...

Yahoo -- Interesting Little Company Here

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Anybody remember the above yodel?  When I was looking at Yahoo for this post, I remembered their ad campaign from the 1990s when they were...

A long term look at initial jobless claims shows that hiring, not firing, is holding back employment growth

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 - by New Deal democrat When was the last time you heard friends, family, or acquaintances worry about being laid off?   Odds are, you...
Wednesday, June 18, 2014

The EU Is Still In a Recession

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This is over at XE.com http://community.xe.com/forum/xe-market-analysis/eu-still-recession

Credit where Doomer credit is due (but get your numbers right)

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  - by New Deal democrat There's a rec-listed diary up at the Great Orange Satan now arguing that Congress's cutoff of long term ...

Fifty years of data says, house prices lead housing inventory for sale

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  - by New Deal democrat Several years ago, Barry Ritholtz wrote a 5-part series on why housing prices weren't bottoming (hey, nobody...
Tuesday, June 17, 2014

Housing permits negative YoY, single family homes still stalled

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  - by New Deal democrat For the first time this year, housing permits turned negative on a YoY basis, down -1.9% from May 2013: In...
Monday, June 16, 2014

Is LinkedIn's Business Model Already In Need of Repair?

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Above are two charts of LinkedIn.com stock.  The weekly chart (top chart) shows that prices topped at 257 about a year ago, but have s...

Euro/Dollar Now In New Trading Territory

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This is over at XE.com http://community.xe.com/forum/xe-market-analysis/eurodollar-chart-now-new-territory
Sunday, June 15, 2014

A modest proposal for "Medicare Part O"

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  - by New Deal democrat The French health care system is frequently touted as the best in the world.  The interesting thing is, Obamacar...
Saturday, June 14, 2014

International Week in Review: UK Still The Star Economy Edition

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This is over at XE.com http://community.xe.com/forum/xe-market-analysis/international-week-review-uk-still-star-performer-edition

Weekly Indicators for June 9 - 13 at XE.com

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  - by New Deal democrat No surprise here.  The  big story  is what the events in Iraq are doing to the price of Oil.
Friday, June 13, 2014

Is Intel A Good Buy With Today's Increased Revenue Announcement?

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     I love dividends.  Not only do they provide a floor for a stock's price, they also indicate a company that has consistent earnings...

Condominium construction increases

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  - by New Deal democrat There was a good article in  Bloomberg  yesterday on a recent increase in condominium construction: For the f...

Oil Breaks Consolidation And Heads Higher On Iraq Tensions

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      Earlier this week, we learned that Iraq is literally falling apart.  An insurgency has captured the northwestern parts of th...
Thursday, June 12, 2014

The death of mortgage refinancing and the danger of recession in later 2015

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  - by New Deal democrat I have a  New post up at XE.com , discussing the relationship between mortgage refinancing and the last two rece...

What is Carl Icahn Thinking in Taking an Interest in Family Dollar?

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Last week, the financial world learned that Carl Icahn had taken a 9.4% interest in Family Dollar.  The question for this move is, why?  Let...
Wednesday, June 11, 2014

The REAL "real unemployment rate" for May 2014

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  - by New Deal democrat This month the usual suspects did not run any "real unemployment rate" articles, which assume there is ...