False Economic and Investment Signals
> Be sure to check out the commentary today from Paul Brodsky and Lee Quaintance in the Think Tank: A Dubious Foundation >
Consumer Credit
Nice chart on Consumer borrowing via Asha Bangalore of Northern Trust’s Global Economic Research: > Asha notes: Consumers...
Ron Paul Is Right! We Should Audit the Fed
~~~ Source: Ron Paul Is Right! We Should Audit the Fed Jul 08, 2009 12:30pm EDT Peter Gorenstein...
Performance of US Sectors Since 6/12 Market Peak
> Since stocks peaked on June 12th, the worst performing sectors have been those that are, for the most part, economically sensitive,...
AAII invdividual investor stock market sentiment
Here’s a check up on stock market sentiment in light of the recent pullback that has taken the S&P’s back to levels last...
June retail comps
Retail Metrics said June comps fell 4.3% which is a touch better than the range of estimates of a decline of 4.5-5%. The month was...
Nanny Nation: NYT/Freakonomics Review
> Very nice review of Bailout Nation in the NYTimes/Freakonomics blog: Barry Ritholtz, in his new book Bailout Nation: How Greed and...
Wholesale Inventories
May Wholesale Inventories, which makes up about 25% of Business Inventories, fell .8%, .2% less than expected and April was revised up...
A Dubious Foundation
Paul Brodsky & Lee Quaintance run QB Partners, a private macro-oriented investment fund based in New York. > This month we discuss...