Mixed Confidence
A quick post before hitting the street (and musuems and outlet shops and Best Buy and . . . ) Two inopposite data points came out this...
Podcast: Kudlow & Company
click graphic for podcast Yesterday, I did a podcast with Larry Kudlow about the holiday shopping season. Its posted online now. Despite...
Why the focus on Tech and Entertainment?
One of the questions I have been getting lately is: Why the weekly focus on music, film, consumer electronics and all things...
eBay vs Amazon
As a consumer, I have long preferred Amazon.com to eBay. Not just because I like Amazon’s interface better, and their system seems...
Revenge of the Flop? Not Quite . . .
Two somewhat differning viewpoints on whether and why movies are having a mediocre year in 2005. This first one challenges that very...
Chart of the Week: U Michigan Sentiment Index Gives Market Warning
"Such steep and widespread declines in confidence have typically triggered recessions," though a recession is not...
Shopped Out?
> I participated in a discussion in today’s WSJ’s (the free Econoblog) on consumer spending, titled Shopped Out? My...
Time to Bet Against the U.S. Consumer?
For at least the past decade, anyone who has bet against the resiliency and unending spending capacity of the U.S. consumer has decidedly...
Chart of the Week: Savings as a % of Disposable Personal Income
The U.S. savings rate has plummeted since 1980, from over 10% to under 1%. Savings as a % of Disposable Personal Incomeclick for larger...
Has Oil Reached the Tipping Point?
One of my favorite pastimes is watching the analytical process of economists and strategists adapt (or not) to each new dynamic....