The Bonddad Blog

Still nerdy after all these years

Saturday, December 27, 2014

An Entire YEAR of Incompetent Economic Analysis From Powerline

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     The guys at Powerline Blog amaze me.  Never has a group of individuals been so consistently wrong on the economy, yet continue to writ...

Weekly Indicators for December 22 - 26 at XE.com

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  - by New Deal democrat My Weekly Indicators column is  up at XE.com . 'Tis the season for crashing commodity prices to power US c...
Friday, December 26, 2014

Housing sales: November 2014 update

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  - by New Deal democrat My detailed look at housing sales for November is  up at XE.com . November looked poor, but in large part that...

Requiem for a wager

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 - by New Deal democrat One year ago I had a significant difference of opinion from Bill McBride a/k/a Calculated Risk, and just about t...
Wednesday, December 24, 2014

Here's some Christmas cheer

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  - by New Deal democrat The next time some Doomer tells you that everything is still awful, and that the American people "on Main S...
Tuesday, December 23, 2014

For the record

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  - by New Deal democrat Over at Daily Kos, Meteor Blades has trotted out the canard that I made a big mistake in forecasting the kin...

More evidence of a consumer blast-off courtesy of cheap gas

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 -  by New Deal democrat No graphs this time, but I wanted to point out that there were a slew of reports this morning confirming that lo...
Saturday, December 20, 2014

Weekly Indicators for December 15 - 19 at XE.com

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 -  by New Deal democrat My Weekly Indicators post is  up at XE.com . The strong dichotomy between international and domestic US data c...

US Equity Market Review For the Week of December 15-19: Searching For the Signal In the Noise

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     I think it's the secret desire of every technical analyst to always find order in the chaos.  We secretly believe that if we look l...
Friday, December 19, 2014

Programming note

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 - by New Deal democrat We're getting down to the end of the year.  Next week we get reports on durable goods, personal income, and t...
Thursday, December 18, 2014

The current economic tale told by real retail sales

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  - by New Deal democrat I have a new post  up at XE.com , describing how real retail sales have value as long leading, coincident, and m...
Wednesday, December 17, 2014

Americans finally think the economy has turned a corner

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  - by New Deal democrat I have a new post  up at XE.com .  All sorts of gauges of consumer sentiment indicate that, courtesy of cheaper ...

Real aggregate and average wage measures set records in November

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  - by New Deal democrat Courtesy of the huge decline in gas prices, in November consumer prices actually declined by -0.3%. Not only doe...
Tuesday, December 16, 2014

The Oil Choke Collar: 2015 may be the acid test

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 -  by New Deal democrat It's nice to be proven right.  Even more, it's nice to be proven right, for the right reason. Ba...
Monday, December 15, 2014

Gas prices now at 5 year low, nearing Y2K prices in real, wage-adjusted terms

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  - by New Deal democrat This is from GasBuddy : Gas prices have fallen below $2.56 per gallon.  This is the lowest they have been ...
Sunday, December 14, 2014

A thought for Sunday: one step from despair

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  - by New Deal democrat [Who said: " I believe that our Great Maker is preparing the world, in His own good time, to become one nat...
Saturday, December 13, 2014

Weekly Indicators for December 8 - 12 at XE.com

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  - by New Deal democrat My Weekly Indicator post is  up at XE.com . There is a stark contrast between the more internationally-influen...
Thursday, December 11, 2014

The Oil choke collar breaks: American consumers attack!

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  - by New Deal democrat I have a  post up at XE.com  about the great November retail sales report this morning. A few Doomers have act...
Tuesday, December 9, 2014

A look at the first 6 months of 2015

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  - by New Deal democrat I have a  new post up at XE.com  looking at the short leading indicators -- those that tell us the direction of...
Sunday, December 7, 2014

A Deep Question for John "Trillion Dollar Loss" Hinderaker; Isn't Obama A Genius, Too?

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     By way of background, John Hinderaker of the Power Line blog was one of the many conservatives who argued that QE and government stimul...
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