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
“In terms of what it actually tells us about overall inflation, I’m not sure it’s all that important.”-Jan Hatzius, chief United...
Read More
David Merkel at RM notes that as controversial as the word "Stagflation" is, it is getting more popular as "references to...
Read More
Technical Analysis gets a bad name, and for all the wrong reasons. People seem to be put off by some of the more esoteric pattern...
Read More
With the market up nearly 1% today, there’s not a whole lot of Bearish noise to be found. So as a bit of counter-programming (via...
Read More
The Liscio Report, via Barron’s Alan Abelson, notes the multiplier effect of each dollar spent on Housing. "We’ll...
Read More
Look who’s caught up to reality: The economists who participate in the WSJ’s Monthly Economic Forecasting Survey: "This...
Read More
The Trannies look like death warmed over, down another 1.36 2.3%. Dow Transports, 2 Yearclick for larger chart Note that since we last...
Read More
A large part of our Slow-Motion Slow-Down thesis has been based on Real Estate — the prime engine of economic growth the past few...
Read More
“We have an inverted yield curve, a negative savings rate, six-year-high industry operating rate, multiyear-high commodity prices,...
Read More
