Source: Investment Postcards
Tuesday, October 14, 2008
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2008
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October
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- 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 1950
- 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 "Correction"
- 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 Much
- 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)
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October
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Analyzer
Please graph the intrade bet on Obama being elected (77% latest)and the S&P500 (800 latest) showing the inverse relationship of the stock market crash with the increased bet on Obama being elected i.e. Stock investors are afraid of Obama being elected...and are getting their money out of the market prior to increased capital gains and increased personal income taxes on the top 5% proposed by Obama. There is a direct inverse correlation between the two graphs.
ReplyDeleteAs Barry has said repeatedly on the subject, you need to review causation vs. correlation...
ReplyDeleteIn all honesty I can probably graph Obama vs. frozen credit markets, a global recession, the spike and crash in commodities, tension with Iran, the Mets missing the playoffs, my dog getting an ear infection, the Wire wrapping after 5 solid seasons, and my gaining too much weight the past few years too with my darn nice graphing skills, but it doesn't mean there is anything to it.
http://www.nypost.com/seven/10132008/postopinion/opedcolumnists/an_obama_panic__133374.htm
ReplyDeleteSorry this is the link...
http://www.nypost.com/seven/10132008
ReplyDelete/postopinion/opedcolumnists/an_obam
a_panic__133374.htm
Sorry, I had to break the url into 3 parts....since the comments would not take such a long url...
Also an article in Barrons yesterday said "BARACK OBAMA SOARED in the presidential election polls last week, taking a clear lead over his rival John McCain. And stocks had one of their worst weeks ever".....Jake, if you don't want to graph this for political reasons, just say so...I'll respect that....
ReplyDeletei think you're missing the point. obama SOARED BECAUSE the economy is tanking. more elections are won and lost due to the economy than anything else. i'd post, but i think it would be misleading.
ReplyDelete