You may have missed this over the weekend: The Saturday WSJ reports that "More than $2 trillion of U.S. mortgage debt, or about a...
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I’ve long railed against the rip off (2003) that is mail-in consumer rebates. I applauded Best Buy’s decision to drop them,...
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The usually astute WSJ blows a front page story on yesterday’s retail sales data. Actually, you can asign 60% of the blame to...
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We’ve addressed this issue previously, but Doug Kass summed up the specifics perfectly: The facts are indisputable – the...
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I just read on Reuters that Dana Telsey, Bear Stearns star Retail analyst, just left to start her own firm, Telsey Advisory Group. While...
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Retail comps were better than expectations this morning. As we warned during the holiday season, many retailers lowered their profit...
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Lots of Real Estate news recently. Let’s start with Existing Home Sales: WSJ: "Sales of existing homes set a record for...
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Alan Abelson, in this morning’s Barron’s, quotes Macro-Maven’s Stephanie Pomboy on why the consumer is soon to be...
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Here’s another table I don’t know what to make of: The Economist’s Big Mac index Based on the theory of...
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One of the odder bits of analyses we have happened across over the holidays is this bit of explicative: “Of course employment has...
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