A couple of things to keep an eye on when the NFP numbers come out at 8:30am this morning: 1) Consensus is 115,000 for new jobs in...
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One would have thought that after the Frontline piece, we’d give Real Estate a rest for a while. But no, we can’t leave well...
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Some of the recent Housing data has been “encouraging:” • Sales for existing homes rose in November for the second straight...
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As sub par as Retail sales were this holiday season, the Media coverage was even more disappointing. Perhaps I shouldn’t be so...
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Tales of Inflation’s demise have been greatly exaggerated. PPI — the prices for finished goods, not raw materials —...
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We have long used this platform to provide a reality check on some of the questionable errata we hear from various entities. It seems...
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I stumbled across a fascinating history of indexing in San Francisco magazine. It begins with an amazing discussion of how Google...
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Several readers (and Peter Bookvar) have suggested going to the Cleveland Fed CPI data: According to the Federal Reserve Bank of...
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In the end of November, (at the premium site) we did an analysis on the Dow Transports (you can see it here). Classic Dow theory states...
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I must admit to being baffled by yesterdays’ Retail Sales Data. I am as guilty as anyone else of having selective perception; Like...
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