UoM confidence surprises to upside
The 1st UoM confidence reading of the month was 74.2, 1.7 pts above expectations, up from 71.6 in Nov and is the best since June when it...
China in the news and will be focus over the weekend
The PBOC again raised reserve requirements by 50 bps to 18.5% after Nov bank loans rose by 564b yuan, 64b above expectations and both...
Flow of Funds Report Chart Porn
The Fed released its quarterly Flow of Funds (Z.1) report Thursday. Although the data is always somewhat stale (Q3 was released today),...
Live Charting ‘Hey Jude’
Lyrical Flowcharts: Make your own Lyrical Flowchart at http://lucidchart.com and tag us @lyricalflows. Those we like, we’ll make...
Outsourced DayTrading
In today’s NYT comes this sign of speculative excess in China: Day Trading Still Alive, Outsourced to China: “By some...
Ratings Companies Own Downgrade
“The ratings provided little or no value.” -Financial Crisis Inquiry Commission Chairman Phil Angelides > Here’s a...
Afternoon Reads
> • VOLCKER OUT AFTER 8 YEARS AS FEDERAL RESERVE CHIEF; REAGAN CHOOSES GREENSPAN (NYT June 1987) • The Colossus of Wall Street ...
Mathematical Doodling
Fantastic mathematical doodling: Site is here: http://vihart.com/ Hat tip NY Mag
MACRO TIDES: THE ‘GREENSPAN PUT’
Macro Factors and their impact on Monetary Policy, the Economy, and Financial Markets MacroTides@macrotides1@gmail.com Investment letter...