Source: Gary Shilling via John Mauldin
Thursday, December 18, 2008
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2008
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December
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- Happy 2009
- "Scariest Housing-Related Chart Ever"
- Euro Approaching Parity with Pound Sterling
- Equity Forecasts: Bullish and Highly Uncertain
- In Excel this is called a Circular Reference Error
- Armageddon Index Crushed, but an Improved Outlook
- Case-Shiller Price Index (October)
- The Emerging... 'Emerging Market' Crowd Out
- Information Warfare and the Wall Street Journal's ...
- California: Too Big to Fail?
- Real GDP Per Capita
- Japanese Industrial Output Down to Levels Seen 5 Y...
- EconomPics of the Week (12/26/08)
- Real vs. Nominal GDP / Expectations for Q4 GDP
- Another Reason to Hate the Yankees
- Housing Bubble Defined
- Asset Price Declines, Wealth Destruction, and Fede...
- Hotel Struggles
- Personal Consumption; Necessities Reign Supreme
- Corporate Profits Struggling
- A Continued Good Sign in Credit Markets
- When Housing Became a "Serious Liability"
- We're All Socialist Now...
- 2008 Was Not the Year for M&A
- Wealth Concentration by State
- Is the Bailout Hurting Pension Plans?
- 30 Year Swaps Flat to Treasuries
- Bank Valuations --> Then and Now
- EconomPics of the Week (12-20): Travel Edition
- Real Mortgage Rate is Not So Nice
- Mortgage Financing on the Cheap... Will It Work?
- Dollar Crushed
- State Revenue Down in Q3... Just Wait til Q4
- Leading Economic Indicators Point to Worsening Eco...
- Regional Personal Income Breakdown: No Stimulus Here
- Who Wants to Receive 2.5% / Pay LIBOR for 30 Years?
- Real GDP Declines in Recessions
- Housing Starts Down... Housing Stocks Up
- Dollar Carry Trade Version 2.0
- Breakeven Inflation... How Low Can We Go
- Ecuador Defaults... "We Borrowed, but Now Feel it ...
- Goldman Earnings Hit, Pay Down to a Puny $395,000 ...
- CPI November (All About Transportation)
- Muni Market Whacked
- Stimulus Needed to Fill Under-Utilized Capacity
- Industrial Production
- FT's Madoff-o-Meter
- EconomPics of the Week 12-12
- Mets Owner Scammed for $300mm
- Inventory to Sales Ratio on the Rise
- Still a Nation of Debt... For the Time Being
- Retail Sales November: Hey, You Gotta Eat! Edition
- What Inflation?
- $50 Billion Ponzi Scheme... We've Hit a New Low
- Auto Bailout Back on Track... Not
- International Trade Slows in October
- Everyone's Delevering... Well, Almost Everyone
- Out of Office
- California Unemployment Soars
- Capitalism is Dead
- Consumer Credit Drying Up
- Real Yield of Treasuries vs. Corporates
- T-Bills: 2396 Years to Make Up YTD Equity Loss
- Redefaults Looking like Original Defaults
- Export / Dollar Worries Not as Bad as You Think
- Multiplier Math: Is U.S. Protectionism on the Way?
- $15 Billion Auto Bail Out
- EconomPics of the Week (12/5/08)
- Hedge Funds: Bad, but But Better than S&P
- January Gas Futures Below $1
- Consolidated Employment Posts
- Job Creation: Last Two Presidencies
- Broader Unemployment to 12.5%
- Change in Non-Farm Payroll by Industry (November)
- Birth Death Model at it Again: Employment Worse th...
- Employment Crumbles (November)
- Then and Now: Banks 1999 vs. 2008
- Manufacturers Shipments
- Same Store Sales (November)
- Defined: Unsustainability
- Global Rates Slashed
- Pledges to Date Redux
- Harvard Endowment Down $8 Billion in 4 Months
- Services: Bad to Worse
- 2008 Volatility Like No Other
- What a Recession Looks Like (Q3 Productivity)
- November Auto Sales... Where's the Bailout?
- Curve: Swaps vs. Treasuries
- Pension Plans, the Equity Market, and Irrational B...
- Fed has Option to Buy Treasuries on Open Market
- Manufacturing: Bad to Worse
- High Yield: On Pace for the Worst Year on Record
- Treasuries and Equities Rally
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