Saturday, June 28, 2014

International Week in Review: The US' Big Whiff Edition

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This is up over at XE.com http://community.xe.com/forum/xe-market-analysis/international-week-review-us-big-1q-whiff-edition

Weekly Indictors for June 23 - 27 at XE.com

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  - by New Deal democrat My Weekly Indicators column is  up at XE.com . As I point out there, my summary reads like a broken record, bu...
Friday, June 27, 2014

Mid-cycle consumer spending shift continues

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  - by New Deal democrat Early in economic expansions, YoY real retail sales growth far outstrips YoY PCE growth. As the economy wane...
Thursday, June 26, 2014

John Hinderaker and Steve Hayword -- Please Stop Commenting On the Economy. Really.

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John -- this is getting embarrassing for you.  Yesterday, you tried to offer a commentary on the 1Q GDP numbers, arguing policy was the rea...
Wednesday, June 25, 2014

Two notes about Q1 GDP

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 - by New Deal democrat As an initial matter, as Business Week  pointed out: The big surprise in the first quarter was the dip in h...

Yes, the 1Q GDP Number Was an Anomaly

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This is over at XE.com http://community.xe.com/forum/xe-market-analysis/yes-first-quarter-gdp-figure-was-anomaly

Is Target's Yield At 3.6% Worth The Risk?

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One of the nice things about dividends is they provide a cushion for annual returns; if a stock is yielding 3.6% then we only need to see a ...

On Q1 GDP: bookmark the Doomer shreiking and wailing

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  - by New Deal democrat When the final revision of  1st quarter GDP is released this  morning, it's gonna stink.   Just like it look...
Tuesday, June 24, 2014

What's behind the blowout in new home sales?

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  - by New Deal democrat I have a new post  up at XE.com  looking at this morning's positive blowout of new home sales. I think the...

Doomer Discovers Infrastructure Spending

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Wow.  I'm amazed.  A doomer has discovered the US hasn't done much infrastructure spending since the end of the great recession. S...

Yet Another Doomer Fail

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Just a quick note (picking up NDD's slack). On Sunday we were told over at the great Orange Satan , "Which means the housing mark...

Japan's Employment Situation Is On Solid Ground

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This is over at XE.com http://community.xe.com/forum/xe-market-analysis/japans-employment-and-wage-situation-solid-ground
Monday, June 23, 2014

The housing cycle: how today's existing home sales, prices, and inventory fit

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 - by New Deal democrat I have a new post up  at XE.com looking at today's existing home sales report . There is a cycle to housing...

UK Market Breaking Through Resistance

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Since the first of the year, the UK economy has been the best performing of the group of 7 economies.  Growth is strong, inflation is fallin...
Sunday, June 22, 2014

Greg Mankiw: as duteous to the vices of plutocracy as badness would require

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  - by New Deal democrat There is a drastic moral difference between those who write garbage analysis because they are mistaken, and thos...

No, Business Insider, consumer credit is not a leading indicator

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  - by New Deal democrat I think I am going to have to start a list of rules called How to Spot Crappy Economic Analysis on the Internet...
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...