Retail Follow Up
I am meetings this morning, but I needed to get a quick follow up to yesterday’s Retail data. It was mixed, with a negative bias...
The Accelerating BLS Birth/Death Adjustment
I’ve mentioned the B/D adjustment over the years, and how its become an increasingly large portion of the reported BLS new jobs....
Can You Judge a Homebuilder By Its Book Value?
There is a fascinating article in today’s WSJ about a contentious valuation debate: Homebuilders judged by their book value. What...
Underwater ARMs ?
How bad is the Adustable Rate Mortage (ARM) situation? Stephanie Pomboy via Barron’s Alan Abelson has the straight dope: ...
How Good Was NFP Really?
Whoever wrote the headline for today’s WSJ is our latest nominee for Peyote spokesman of the month. I don’t know gets the...
Presidential Popularity
Fascinating slice of political info-porn via the WSJ: At the (free) WSJ site, you can click through each president’s term. But...
Why I don’t buy the 4.5% Unemployment Rate
Where is the wage pressure? That’s the question on my mind as we await today’s NFP. Yesterday saw a stronger than expected...
How Is Retail Doing?
One of the more interesting issues facing investors is what I call the Bifurcation Quandry: It seems where ever you look, everything has...
How Narrow A Nasdaq Rise?
Mike Panzner put out an interesting piece last week. The Nasdaq-100 has been on a tear since bottoming on March 5th, gaining 12.77%...
Your Choice in Media Determines How Uninformed You Are
Media junkies like me find these sorts of surveys fascinating: What your media consumption preferences are turns out in large part having...