Thursday PM Reads My train reading: • Economists vs. Americans (Real Time Economics) see also Not all jobs are equal (LA Times) • China’s... Read More
The Shift from Manufacturing to Service Economy On Sunday, we looked at how the iEconomy Shifts Labor Trends. I lamented about a a fantastic graphic in the print edition, showing... Read More
Behind the financial crisis: A fraud investigator talks Tom Borgers was tasked by a Congressional commission to investigate the causes of the financial crisis and found repeated examples of... Read More
Word of the Day: “Zombie Debtor” zombie debtor: n. An indebted consumer who is only able to pay the debt interest each month. Example Citations: “There’s a... Read More
7 yr auction soft, inflation expectations rise The 7 yr auction, the 1st of course since the Fed events of yesterday, was somewhat soft. The yield was above the when issued by about 1... Read More
How Much Rally Is Left? Wed, Jan 25, 2012 8:45 AM EST > Source: Market Rally of 2012 Is Almost Over: Bianco Read More
Average Correlation of S&P 500 (1986-2012) A preview of this afternoon’s discussion on correlation: > Click to enlarge: Source: Bianco Research Read More
10 Thursday AM Reads My morning reading material: • Analysis: Bernanke paves the way for QE3 (Calculated Risk) see also Bernanke Makes Case for More Bond... Read More
A quick look at ETFs The Financial Times – Look to history for profitable stockpicking The growth, proliferation and popularity of exchange traded funds has... Read More