Dominoes
Dominoes David R. Kotok July 24, 2012 Europe appears to be dismembering. We see Spanish yields breaking well above 7%. The Spanish...
Radar Logic: “Housing Still a Short”
Claims of a housing recovery and price bottoming have been greatly exaggerated, according to Radar Logic’s May 2012 RPX Monthly...
Richmond area mfr’g weak
Coming after an uptick in NY mfr’g and broad weakness in the Philly region, the July Richmond mfr’g survey was well below...
Moody’s downgrades Germany, Holland and Luxembourg
HSBC’s Chinese July flash PMI came in at 49.5, up from 48.2 in June and a 5 month high. Whilst improving, the flash PMI number...
Market Capitalization as a Percentage of GDP
click for larger graph Its time to rerun the latest version of this classic Chart Store work showing the relationship between...
Traveling Today
I am off to Vancouver, where I will be speaking at the Agora Financial Conference. Ironically, I was originally scheduled to...
Should The Federal Reserve Cut Interest Rates To Zero?
The Wall Street Journal – Alan Blinder: How Bernanke Can Get Banks Lending Again If the Fed reduces the reward for holding excess...
Europe’s 3 choices
In the analysis of Europe’s debt mess and what can be done, they have 3 choices. Firstly and likely the last option they will...
10 Tuesday AM Reads
My morning pre-travel reads: • Hang the Short Sellers? (Businessweek) • Blue-chips raise recession fears (FT.com) but see The long...
UNL Drought Outlook/Monitor
click for complete site The University of Nebraska–Lincoln’s Drought Monitor is tracking the farmland conditions across...