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Friday, October 10, 2008

EconomPics of the Week (9-10-08)

Opportunity
Muni Close-end Funds SCREAMING Buy?
Anything I've Ever Done that Ultimately was Worthw...
Long Bonds, Short Equities
Who Bravely Dares Must Sometimes Risk a Fall

Banking
The U.S. Banking System is Over-Rated
Investment Banking Heads Made $1 Billion+
Write-downs / Capital Raises to Date...

Economic Data
International Trade (August)
When a $103 Billion Increase in Fed Funding was Pocket Change
Discount Shopping Thrives; Luxury... Not so Much
From Wall Street to Main Street... Credit Frozen

Global
Global Response...
Is the Euro Decline a Signal of E.U. Trouble?

Markets
Lehman Results are In: 8.625 cents on the Dollar
Fed Funds Cut to 1.5%... Will It Matter?
30 Year Treasuries Below 4%
Hedge Fund Returns (September)
Five of Ten Largest Dow Drops... in 2008
Speechless
Are Equities the Least of Our Worries?
The $25.9 Trillion Global Equity Market "Correction

Posted by Jake at 3:13 PM
Labels: Picks of the Week

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Blog Archive

  • ►  2009 (911)
    • ►  December (21)
      • Wealth Rebounds in Q3... Is It Sustainable?
      • Treasury Budget: "Only" $120.3 Billion Deficit
      • Trade Balance Improves in October
      • Wholesale Inventory Correction Isn't "Real" in Oct...
      • Can't Get a Job? Here's Why...
      • The Real Lost Decade: Japanese GDP Edition
      • Temporary Help as a Predictor of Broader Hiring
      • Deleveraging Consumer and Economic Growth
      • On the Value in Housing
      • Income Disparity
      • Payroll and GDP
      • EconomPics of the Week: Recovery Edition?
      • Unemployment Drops to 10%
      • Random Blip or Double Dip?
      • Thanks to the Fed, We Have Narrow Spread
      • Still Shedding Jobs
      • Autos and Emerging Markets
      • Equities Lost Decade
      • Private Construction Slump Continues
      • Manufacturing Continues to Expand, but at Slower P...
      • European Unemployment Remains at 11 Year High
    • ►  November (59)
      • 1.2% over 10 Years?
      • Chicago PMI: Strength, but No Jobs
      • Durable Goods Down, But Out?
      • The Scale of Hedge Fund Gold Purchases
      • Japanese Industrial Production Up, but Disappoints...
      • EconomPics in Brief (Tryptophan Edition)
      • Why the U.S. is Broke... Personal Current Tax Edit...
      • Recovery in Perspective: Nominal GDP Edition
      • Q3 GDP Revised Down to 2.8%
      • Existing Home Sales Jump
      • Agency Mortgage Bonds are RICH
      • The New Moon... The Power of the Women Filmgoer
      • EconomPics of the Week (11/20/09)
      • Selecting a Domestic Fixed Income Benchmark
      • Leading Economic Indicators Losing Strength
      • Gone Fishing
      • Auto Prices and CFC; CPI and Capacity
      • Housing Starts and Permits Down.... GOOD
      • What Stinkin' Inflation? PPI Edition
      • 1 in 7 Americans Affected by Food Insecurity
      • No Inventory Correction in September
      • Retail Sales Upside Suprise... Still Weak Longer T...
      • Has Euro CPI Seen Its Lows?
      • Japanese GDP... 4.8% Growth, but Ugly?
      • EconomPics of the Weeks (11/13/09)
      • Consumers Don't Enjoy Unemployment
      • Trade Deficit Jumps in September
      • Eurozone GDP Breaks Through Zero... Concerns Still...
      • Just One Super-Secular Mean Reversion?
    • ►  October (66)
    • ►  September (74)
    • ►  August (89)
    • ►  July (98)
    • ►  June (45)
    • ►  May (96)
    • ►  April (91)
    • ►  March (92)
    • ►  February (86)
    • ►  January (94)
  • ▼  2008 (609)
    • ►  December (93)
    • ►  November (88)
    • ▼  October (104)
      • EconomPic's of the Week (10/31/08)
      • Chicago PMI Plunge
      • Real Per Capita Disposable Income Biggest Drop Sin...
      • National Debt Jumps $880B Since September
      • Global Equity Rebound
      • GDP Breakdown... Not "Better" than Expected
      • GDP Deflator De-Mystified
      • With Times Like These... Ya Gotta Drink
      • Non-Durable Goods Consumption Biggest Drop Since 1...
      • Q3 GDP Down 0.3%
      • Do We Need an Education Bailout?
      • Fed Cuts 50 bps to 1%... Will it Matter?
      • Durable Good Shipments YTD (September)
      • Consumer Confidence Analysis (September)
      • Commercial Paper.... Release the Hounds
      • Another Wild Ride
      • Volkwagen Largest Company by Market Cap????
      • Case Schiller Price Index (August)
      • Muni Delever
      • VIX Calendar Skew
      • Yen Based Acquisition Spree on the Way?
      • Commercial Paper Freeze Up
      • Econom-Pics of the Week (10-24-08)
      • Global Growth Screeches to a Halt
      • VIX Spikes.... AGAIN
      • High Yield Concentration: Banking Issues
      • LIBOR Flat to Yesterday's Open
      • Basketball Players Shouldn't Be Currency Traders
      • A Picture is Worth 1000 Words... Wachovia Edition
      • "It Could be Structured by Cows, and We Would be R...
      • We Present a Positive Aspect of the Recession
      • LIBOR Continues Improvement
      • Banks and Brokerages: The Writing was on the Wall
      • Swap Spreads Out of Whack
      • Palin a Bigger Issue for McCain than Bush?
      • More on Employment and it Ain't Pretty....
      • More Thawing: LIBOR Down Again
      • Mortgage Equity Withdrawals All but Cease
      • Japanese Equities Look Cheap, but Does that Matter...
      • Leading Economic Indicators Up 0.2% in September
      • Hot Dog! "Recession Special" Up 27%
      • Frozen Markets Become Slushy: LIBOR Down
      • Relief at the Pump: Gas Drops Record Amount
      • EconomPics of the Week (10/17)
      • Asset Class Returns... Nowhere to Run
      • Why Are Markets Still Volatile?
      • Liquidity Provided to Banks Doubles...
      • VIX: It Has Been a Heck of a Week
      • "CPI has Gone Dormant"
      • Industrial Production Non-Existent in September
      • Breaking News: Recessions Kill Taste Buds
      • Implied Inflation Below 1% over the Next Two Years...
      • Dow Jones: Long-term Perspective
      • Bailout over $2.5 Trillion...
      • Retail Stores Slump (September)
      • PPI: Year over Year Inflation; Month over Month De...
      • All is Still Not Well in Credit Land
      • Evaluating Shares as Dividend Derivatives
      • Global Equity Markets Roar...
      • Equities: Expect the Unexpected
      • $250 Billion Market Stability Initiative
      • Dow Jumps a Whopping 936 points to a Level Not See...
      • U.S. Budget Deficit... $2 Trillion!?!?!
      • More U.S. Women 40 to 44 Remaining Childless
      • After a Week Like This Just Remember... You're the...
      • Black October
      • EconomPics of the Week (9-10-08)
      • Lehman Results are In: 8.625 cents on the Dollar
      • International Trade (August)
      • When a $103 Billion Increase in Fed Funding was Po...
      • Five of Ten Largest Dow Drops... in 2008
      • The U.S. Banking System is Over-Rated
      • Speechless
      • Are Equities the Least of Our Worries?
      • Muni Close-end Funds SCREAMING Buy?
      • Discount Shopping Thrives; Luxury... Not so Much
      • The $25.9 Trillion Global Equity Market "Correctio...
      • Global Response...
      • Fed Funds Cut to 1.5%... Will It Matter?
      • Investment Banking Heads Made $1 Billion+
      • From Wall Street to Main Street... Credit Frozen
      • Write-downs / Capital Raises to Date...
      • Is the Euro Decline a Signal of E.U. Trouble?
      • Who Bravely Dares Must Sometimes Risk a Fall
      • 30 Year Treasuries Below 4%
      • Hedge Fund Returns (September)
      • Anything I've Ever Done that Ultimately was Worthw...
      • Long Bonds, Short Equities
      • EconomPics of the Week (10/3)
      • Thriving in an "Economic Pearl Harbor"
      • Bailout Approved in a Landslide
      • Full and Part Time Hiring Freeze
      • Payroll Down 159,000, Unemployment Remains at 6.1%...
      • Federal Reserve Bank Credit Balance Swells
      • Armageddon Trade of the Day (10/2)
      • Venezuela Up 0.2% YTD, Everything Else... Not So M...
      • Corporate Debt Spreads Continue Spike
      • Bailout Can Work and At No Cost to Taxpayers
      • Senate Passes Bailout....
      • Armageddon Trade of the Day (10/1/08)
      • "Auto Sales Start to Look Like Home Sales"
      • ISM Manufacturing (September): Deflation on the Wa...
      • Greed is Global
      • Does "Most of Them" Include EconomPic Data?
    • ►  September (77)
    • ►  August (93)
    • ►  July (71)
    • ►  June (38)
    • ►  May (20)
    • ►  April (11)
    • ►  March (14)

What Jake's Reading...

  • *Bronte Capital*
    When regulators can’t do math: gas pipeline edition
  • Bespoke Investment Group
    Government Spent $1.90 for Every $1 It Took In Last Month
  • Calculated Risk
    WaPo: New TARP Rules to Aid Small Businesses?
  • Credit Writedowns
    News from 1930: “Playing politics at the expense of human misery”
  • felixsalmon.com:
    Counterparties
  • Fixed Income « Abnormal Returns
    Thursday links: nine month rip higher
  • Investment Postcards from Cape Town
    No respite from recession for small businesses
  • Naked Capitalism
    Links 12/11/09
  • Paul Kedrosky's *Infectious Greed*
    Readings: Solar, Keynes, Darwin, Debt, etc.
  • Paul Krugman
    The new Larouchies
  • The Big Picture
    Fed’s Flow of Funds Highlights (and Lowlights)
  • [ The Financial Ninja ]
    Low Volume Melt Up
  • The Reformed Broker
    4 and a Half Minutes With Jim Rogers
  • World Beta - Engineering Targeted Returns and Risk
    Performance Updates

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