Weekend Reads
Here’s what I will be perusing this weekend: • Michael Lewis: When Irish Eyes Are Crying (Vanity Fair) • Rethinking Stocks for...
Succinct Summation of Week’s Events (2.4.11)
Positives: 1) ISM mfr’g and services indices solid 2) ABC confidence rises 3 pts and is 1 pt within the best since Sept ’08...
Manufacturing vs Finance Insurance Real Estate
America’s FIRE Economy: The secular decline in manufacturing and the rise of finance, insurance, and real estate (FIRE) is shown...
More Facts about Muniland
More Facts about Muniland February 3, 2011 David Kotok www.cumber.com > “We don’t at this point see anything of that...
No, 1 in 4 Homeowners Are Not Underwater…
Earlier this week, I pointed out Diana Olick’s technically accurate but misleading post about the Housing Unoccupied Rate. (US...
Payrolls and all its noise
The economy added a net 36k jobs in Jan, 50k of which was in the private sector which was well below expectations of 146k in total and...
NFP Day: The Most Over-Analyzed, Over-Emphasized,...
Once again, with feeling: The most over-analyzed, over-emphasized, least-understood data point of the month comes out today. I guess we...
Intelligence Guidance: The Situation in Egypt
When protests started in Egypt last week, mainstream news outlets cried “democracy!” and compared the situation in Egypt to...