Retail sales better than expected
July Retail Sales rose .5%, right in line with expectations but taking out volatile auto sales, sales were better, also up .5% but vs a...
The BiPolar Market
BiPolar. That is the only way I know how to describe the market action of late. The week is likely to end flat — no losses or gains...
A 2nd day of calm in Europe/China
Spanish and Italian 10 yr bond yields are back below 5%, the French 10 yr yield spread to the German bund is at a 2 1/2 week low, French...
The Geography of Job Loss (Updated)
We first ran the Geography of Job Loss in June 5th, 2009. Its time to update it: Map below has been updated to reflect data through April...
I’m Mad As Hell. How About You?
Yesterday, on TV, I exploded. I spent two minutes giving a primal yell at our political system, demanding the extraction of our money and...
Stocks Plunge Amid Investor Anxiety
Funny, I recorded this on Tuesday evening, and it showed up on Wednesday night: Visit msnbc.com for breaking news, world news, and news...
10 Thursday Afternoon Reads
My late afternoon train reading: • Cut in Household Spending Points to Recession (Bloomberg) • As Investors, Chinese Turn to New York...
Not Calling The Bottom, But “Scaling In”
~~~ Source: I Am Not Calling The Bottom, Says Ritholtz – But I Am “Scaling In” Henry Blodget Daily Ticker August 11, 2011...
Economic Expansions and Recessions
Another great chart from JPM on economic cycles. Note that the Great Depression far outweighs even the Great Recession of 2007-09. >...