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Friday, December 5, 2008
Then and Now: Banks 1999 vs. 2008
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Josh Reviews Everything
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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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