CPI & the Soft Landing
Jim Cramer states: "The consumer price index comes in just right for a soft landing. Now where are all of those hard-landing folks...
Inconsistent on Oil: heads we win, tails you lose . . .
I have 3 goals with my market analysis, and by extension these commentaries: 1) identify objective reality; 2) determine consensus on...
Market Rally Review
Markets took off yesterday, climbing gradually all day, and closing near their highs. While Oil, which traded down to 7 month lows below...
Welcome Back My Friends . . .
. . . to the show that never ends, we’re so glad you could attend, come inside, come inside: > With the Summer officially over,...
Inflation Data: Accuracy versus Precision (as if either matters)
One of the more interesting issues of any modelling or statistical work is whether they have the attributes of Accuracy or Precision....
Economists Are Starting to Get a Clue
Look who’s caught up to reality: The economists who participate in the WSJ’s Monthly Economic Forecasting Survey: "This...
“These People Are Dangerous”
Natexis Bleichroeder Technician John Roque makes these astute observations about the inflation rate as it relates to sentiment and the...
Demand Driven Inflation: Titanium and Carbon-Fiber
"Pat Hus, chief executive of Titus Cycles in Tempe, Ariz., says that whenever he hears that a supplier has carbon fiber in stock, he...
Crude Oil, Average Monthly Gain
Chart of the Day notes that "increased Middle East tensions" (i.e. “acts of war”) has sent crude oil (Futures) surging to...
Wal-Mart and the Buck
Today looks to be a bumpy, with futures deep in the red as European stocks took a header on "a weaker dollar and prospects for...