The Big Picture

Consumer Metrics Institute is a (relatively) new econometric data and research firm. What makes them so interesting to me is that they...

An interesting indicator worth monitoring is the Barron’s Confidence Index. This Index is calculated by dividing the average yield...

On Friday, the Federal Reserve released their Z.1 Flow of Funds statement for Q4 2009. FoF is essentially a snapshot of households,...

The Mar NY mfr’g survey, the first Mar industrial # out, was a touch above expectations at 22.9 vs the forecast of 22 and down from...

Feb IP rose .1%, above expectations of flat with Capacity Utilization at 72.7%, .2% higher than forecasts and is up from 72.5% in Jan....

~~~ STOCKS As I discussed in the Special Update on January 30, “Based on a number of momentum indicators, the market has reached an...

Chinese Premier Wen in no uncertain terms has told the US that they will not be pressured into revaluing the yuan and when the moment...

Why is the White House allowing soon to be retired Senator Dodd to drive the entire financial reform discussion? The Consumer Protection...

Be sure to see the 60 Minutes piece with Michael Lewis, discussing his new book “The Big Short: Inside the Doomsday Machine.”...

Michael Lewis’ new book “The Big Short: Inside the Doomsday Machine” looks at the financial meltdown. Part I Watch CBS...