Pick the Bubble: S&P500 or CRB?
I’ve previously highlighted some of the excellent technical work John Roque does. In this morning’s Up & Down Wall Street...
Hypocrites, Inflation, Housing
Keep your eye on the hypocrites as they begin to selectively cherry pick WMD intel inflation data. They are out in full force. These...
What if Housing Hare Becomes a Tortoise?
Jesse Eisinger has a strong piece in today’s WSJ about the slowing economy and risks to the market: What if Housing Hare...
Amazing, isn’t it?
One of the more astonishing things about the market is how something that should matter doesn’t for the longest time . . . ...
BizWeek on Big Oil
Interesting cover story in Business Week on "Why You Should Worry About Big Oil." Before anyone leaps to the wrong contrarian...
More on Gas Prices
Earlier this week, I noted that despite the rise in premium gas prices, I still haven’t changed any of my driving habits. Dan Gross...
Price of a Gallon of Gasoline as a % of Personal Disposable Income
Interesting chart, via Mike Panzner:click for larger chart > As the price at the pump probes new extremes, so does the size of the...
Ben Bernanke’s Inflation Targeting and Forecasting
I made my displeasure known last week about the Pause/Resume scenario. A friend takes a slightly different tack, explaining that Fed...
Gasoline Prices & Presidential Approval
Lots of polling data out this week: Here are few separate charts of Presidential Approval rating of key polls (composite); Prez...
SUV fill up index
Tim rolls out the latest version of the SUV fill up index; Note that many of these high end trucks require premium fuel, which in NY is...