Tracking Fuel Costs
A few links that track gas prices and other related items (via the WSJ): • GasPriceWatch.com — A database-driven site that allows...
Time to Bet Against the U.S. Consumer?
For at least the past decade, anyone who has bet against the resiliency and unending spending capacity of the U.S. consumer has decidedly...
Oiloholics
The Economist has a telling cover this week: Here’s what The Economist had to say: "The best long-term solution—for America...
Pinched at the Pump ?
For those of you who still doubt that consumers are being pinched at the pump — assuming yesterday’s Existing Home Sales and...
Has Oil Reached the Tipping Point?
One of my favorite pastimes is watching the analytical process of economists and strategists adapt (or not) to each new dynamic....
Chart of the Week: Walmart Relative Sales versus Gasoline Prices
Over the past decade, when gasoline prices have been falling, year-on-year same-store sales gains at Wal-Mart have tended to outpace the...
California SUV Fill Up Index
I’ve been discussing how the price of Oil will eventually dampen consumer spending for over a year (and as recently as this week)....
Recession Predictor
There’s an interesting dynamic swirling around the impact of Oil and the likelihood (or not) of a possible recession. Some...
Core Prices versus Non Energy Earnings
One if the more amusing aspects of data analysis is watching the way various persons (of the genus Mustela nivalis) manage to emphasize...
Energy Finally Dragging Down Spending
The resiliency of consumer spending in the face of high-energy prices has surprised many observers. The modest impact high-energy prices...