Barron’s Alan Abelson revisits a previously discussed issue: Housing as a Percentage of GDP.> Before getting into the details, I...
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I get a lot of offers for free books. I freely admit to being a book whore with a queue waiting to be read that stretches months if not...
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I sometimes think I live in a different planet than some people. My friend Cody, for instance, lives in a very different economic world...
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Far be it from me to say "I told you so," but . . . A roundup of all the same store sales data shows that holiday sales were a...
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By now, you know the drill: The Consensus for Non Farm Payrolls data for November is 225,000, with a range from 180,000 ...
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An expanded version of yesterday’s commentary is up on Real Money, titled Home Sales Data: Lots of Huffing and Puffing. You will no...
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Someone asked me how I can believe Holiday sales increases can be in the 3 to 4% range when I don’t buy the NRF data. The answer is...
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The WSJ agrees that one cannot determine actual sales from a sentiment report: Here’s how the NRF’s polling company,...
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Here we go again: Yesterday’s New Home Sales data of plus 13% month over month was . . . how shall I politely phrase this . . ....
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PIMCO’s Paul McCulley lays out a surprisingly stark bitchslapping smackdown on Easy Al Greenspan. First, he quotes the Maestro:...
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