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Friday, January 2, 2009

EconomPics of the Week (New Years Edition)

Opinion
Happy 2009
Information Warfare and the Wall Street Journal's Demise
California: Too Big to Fail?
In Excel this is called a Circular Reference Error...

Music
Is the Album Dead?
Is the Album Dead (Part II)?

Returns
Equities: Another End of Month Rally
Harvard Endowment's Historical Returns
Equity Forecasts: Bullish and Highly Uncertain

Economic Data
ISM Manufacturing Below Expectations
Case-Shiller Price Index (October)
"Scariest Housing-Related Chart Ever"
Euro Approaching Parity with Pound Sterling
Real GDP Per Capita
Japanese Industrial Output Down to Levels Seen 5 Years Ago
The Emerging... 'Emerging Market' Crowd Out
Armageddon Index Crushed, but an Improved Outlook

Posted by Jake at 2:58 PM
Labels: Picks of the Week

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Blog Archive

  • ▼  2009 (926)
    • ►  December (36)
      • EconomPics of the Week: See You in 2010 Edition
      • Can Capacity Destruction be Good for GDP?
      • The Great (Two Week Glimpse of What Can Happen) Un...
      • Leading Economic Indicators Strong in November
      • State Personal Income Rebound
      • Capacity Destruction?
      • Consumer Price Index... Up, but (Seemingly) Contai...
      • Treasury Debt to Receipts over the LONG Term
      • Capacity Utilization and Production Rebounding
      • PPI Jumps from Energy Prices in November
      • On the Timing / Importance of Stock Buybacks
      • Industrial Production Down in Eurozone
      • Treasury Debt to Receipts Spiking
      • EconomPics of the Weeks (The Final Countdown)
      • Retail Sales Strong in November
      • 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
    • ►  October (66)
    • ►  September (74)
    • ►  August (89)
    • ►  July (98)
    • ►  June (45)
    • ►  May (96)
    • ►  April (91)
    • ►  March (92)
    • ►  February (86)
    • ▼  January (94)
      • EconomPics of the Week (Recession Special Edition)...
      • GDP Price Index Turns Negative: Stimulus on the Ch...
      • Government Spending on the Move
      • GDP Down 3.8%... Beats Estimates
      • Shameful Bankers: Bonuses Down ALL THE WAY to a Le...
      • Cargo Plane Traffic... Crash
      • Earnings Roundup
      • New Home Sales Drop to Lowest Ever Recorded
      • "Are We Going to War?" Durable Goods Edition
      • California Munis are "Whispering" Buy
      • European Capacity Cliff Dive
      • Used Car Sales Suffering Too
      • Deflation: Front, Center, and Even Down Under
      • Oxymoron of the Day: A Public, Private Equity Shop...
      • Stimulus Timeline
      • Consumer Confidence to New Historic Low
      • Case Shiller Price Index (CSCPI) - November
      • GE Rated Aaa = Aaa Joke
      • Another 74k Jobs Cut
      • Leading Economic Indicators: Green is Good (or at ...
      • Long Bond Drops Most in 22 Years... A Trend or Vol...
      • California Unemployment Rockets to 9.3%
      • EconomPics of the Week: Global Edition (1-23-09)
      • From "Crowding Out", to "Running Away"
      • Oil Ready to Crash?
      • UK GDP Down at Lowest QoQ Level in 29 Years
      • "Pimp My Ride": Thain's $1.2 Million Office Remode...
      • Russian Reserves Sink
      • Beware the Media's “Obama Rally”
      • Don't Mention Decoupling in Asia
      • Spain Downgraded... Ireland to Follow?
      • Death of the Newspaper
      • Investment Grade Bonds: Attractively Priced, But W...
      • Chinese Unemployment Projected at 30 Year High
      • California Freeze Up: Are Munis Still Safe?
      • Not All AA Bonds are the Same
      • Out With the Outgoing Overly Optimistic View on th...
      • Spreads: Not Seen Since the Great Depression
      • Real Yields Matter
      • A Feel Bad Rainbow: Job Cuts YTD
      • Global Banking Sector Struggles
      • EconomPics of the Week (1-16-09)
      • First Third of TARP Could Cost Taxpayers $64 Billi...
      • Recession Defined... Capacity Under-utilized
      • Irish Home Prices... In Gold
      • Oil Tankers are a Banks Best Friend
      • Consumer Price Index (December)
      • JP Morgan 'Fee Income' by Business Segment
      • Draft of $550 Billion in Government Stimulus Spend...
      • Help Jake Understand: Is it Possible that a Countr...
      • Producers Price Index Breakdown (December)
      • Deficit as a Percent of GDP
      • Inventory / Sales Ratio Spikes
      • Retail Crushed
      • Loose Credit and Autos
      • The Irish Dr. Doom... or Just an Exaggerating Econ...
      • Receipts Down, Outlays Up = Soaring Deficit
      • U.S. Trade Deficit Down Most in 12 Years
      • Chinese Exports Plunge
      • Fixed Mortgage Rates at Less than 4.5%
      • Wholesale Trade: Sales Cliff Dive
      • Alcoa $1.19 Billion Loss vs, Commodity Markets
      • Auto Bubble Breakdown
      • Stimulus Projected to Save 3.675mm Jobs... 3mm Too...
      • EconomPics of the Week (1-09-09)
      • Employment by President
      • Long Bonds / Short Equities Redux
      • Employment Recap
      • Less Educated Hurt More... Everyone Unemployed Lon...
      • Employment Breakdown (December)
      • Unemployment Way Worse than 7.2% Due to Birth / De...
      • Broader Unemployment to 13.5%
      • Federal Reserve Bank Credit Down $125 Billion
      • Same Stores Sales... Down, but Not Out
      • Huge Mortgage Rally... Thanks Government!
      • Bank of England Cuts to Lowest Rate Since 1694 Inc...
      • Forget the Term Foreclosure, this is More Like Fiv...
      • Budget Deficit... Overly Optimistic and Still Ugly...
      • Fun with Gold
      • Global Demand for Gold on the Rise
      • ISM Services (December)
      • The Ugly: P/E Multiple
      • 2008 Hedge Fund Breakdown... Where's the Hedging?
      • Auto Sales Continue to Crumble
      • Are Treasuries Really in a Bubble?
      • Construction Spending November
      • Another Post on Swaps????
      • Time to Buy Equities?
      • EconomPics of the Week (New Years Edition)
      • Is the Album Dead (Part II)?
      • ISM Manufacturing Below Expectations
      • Equities: Another End of Month Rally
      • Is the Album Dead?
      • Harvard Endowment's Historical Returns
  • ►  2008 (609)
    • ►  December (93)
    • ►  November (88)
    • ►  October (104)
    • ►  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
    Apple (AAPL) Breaks Out To New Highs
  • Calculated Risk
    Government Housing Support Update
  • Credit Writedowns
    The week in review at Credit Writedowns: 2009-12-26
  • felixsalmon.com:
    Retiree income datapoint of the day
  • Fixed Income « Abnormal Returns
    Sunday links: forecast frenzy
  • Investment Postcards from Cape Town
    2010 Bespoke Roundtable
  • Live Jam of the Day
    the bouncing souls - gone (live at the key club)
  • Naked Capitalism
    “Top Ten Reasons to Kill the Senate Health Care Bill”
  • Paul Kedrosky's *Infectious Greed*
    Weekend Reading
  • Paul Krugman
    The malleability of history
  • The Big Picture
    Sunday Reads
  • [ The Financial Ninja ]
    Low Volume Melt Up
  • The Reformed Broker
    More Evidence That High CEO Pay Is Detrimental To Shareholders
  • World Beta - Engineering Targeted Returns and Risk
    Happy Holidays

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