Greenspan goes from Patient to Coy
“I’m not going to suggest to you I can give you a pattern of what we may or may not do over the next quarters and potentially...
PPI — only 2 weeks late!
March 2004 Producer Price Index to be Released on Thursday, April 22 The Producer Price Index (PPI) for March 2004, originally scheduled...
Fun with Hedonics or:
“How I learned to stop...
An anonymous friend poses the following question regarding the official CPI/inflation stats: Question: What do you think official,...
Cashing In on DVDs
The New York Times had an article today about a pet peeve of ours: The continued rise of DVDs (and the negative impact on CD sales):...
Tuneful Tuesday’s Music Competition
Here’s the latest wrap up in the CD / DVD wars: Best Buy continues their 2 for $20 DVD sale on select titles. The list includes...
Seems Like Old Times?
Back in the bad old days of 2001/2002, earnings seasons was a source of endless angst and despair. Analysts had been excessively...
Chart of the Week: Leading Economic Indicators
Notice how over the past half century the lead time this indicator has given prior to a recession and related market sell offs. Leading...
Secular Centrist
What do y aknow — turns out I’m a Secular Centrist: Secular centrists like you tend to be: Strongly supportive of gay rights....
The Number
A hedge fund manager friend pointed me to this post from Mark Cuban’s blog. Its his forward to the book “The Number,”...
Sentiment Slides
U.S. consumer sentiment unexpectedly dropped in a mid-April reading, suggesting that concerns about the war in Iraq have been outweighing...