Our favorite collection of sentiment cycle charts — updated . . . > ~~~ ~~~ ~~~
Gold in Perspective
As gold futures have declined 20% from their peak in September to their low this month, we thought we would reiterate some quick (albeit...
Media Appearance: Bloomberg Surveillance Midday
> I am off to go chat with Bloomberg’s Tom Keene at 12:30pm — watch it live on BBTV or stream it on the web. We will discuss this...
Measuring The Financial Sector
Real Time Economics (WSJ Blog) – Number of the Week: Finance’s Share of Economy Continues to Grow 8.4%: The financial sector’s...
iPad Mini ?
Is a tiny iPad in the works? At least, according to the occasionally reliable Taiwanese trade paper Digitimes, that could be the case....
Meredith Redux – One Year Later
Multi family again leads housing starts
Nov Housing Starts totaled 685k, 50k more than expected and up from 627k in Oct. Most of the gain again was in the multi family category...
10 Tuesday AM Reads
This morning’s reading: • What Was the Most Important Market Day of 2011? (Stock Sage) • 9 part series: Astonishing Collapse of...
Peanuts, beer, 3 yr loans here!
Peanuts, beer, 3 yr loans here! Today, European banks tell the ECB how much borrowing they want to do at 1% for 3 yrs. Tomorrow...
GSEs: See the Real Sins, Not the Imaginary Ones
Joe Nocera’s latest in the NYT, An Inconvenient Truth, is an interesting look at the SEC case versus those six GSE execs. Note that...