Yesterday’s Housing data is producing some pretty ugly headlines today; If the market chose to ignore the data, let me remind you...
Read More
Retailing giant Wal-Mart announced a new program that will offer consumers $4 prescriptions for generic drugs (you can see the full list...
Read More
Jim’s Best Buy Bonanza discusses BBY’s quarter — as proof of the health of the U.S. consumer. I beg to differ. Every...
Read More
As we noted Friday, Retail has become a mixed picture at best: We’ve seen some good numbers from some stores thanks to a late...
Read More
Our conversation yesterday — and the weak Existing Home Sales data — lead us to an inevitable question: Is a Housing Crisis...
Read More
"Every time we’ve gone into a downturn in the home-building industry, they’ve always been longer and deeper than...
Read More
What are Car-Sales Saying About a Recession? According to Floyd Norris of the NYT, potentially alot. In his column in today’s...
Read More
The WSJ’s MarketBeat has an excellent summary on the Housing Starts data, titled House of Pain. The WSJ notes 4 relevant factors...
Read More
“The lags between policy actions and their effects imply that we must be forward-looking, basing our policy choices on the longer-term...
Read More