Source: Investment Postcards
Monday, April 13, 2009
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2009
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April
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- Game Theory: Why the Swine Flu Panic is Good
- First 100 Days...
- Chicago PMI: Less Pessimistic
- Personal Consumption Sinks
- Detroit's Auto / Housing Market Isn't its Only Pro...
- Swine Perspective
- Japanese Industrial Production Up
- Historical GDP Breakdown (Through Q1 09)
- Deflation Alert: Wages Show Biggest Drop Since 1950's
- "Equal Pay Day" Still Hasn't Arrived
- Investment Slump
- Consumption Strength? Yes and No...
- Q1 GDP Down 6.1%
- Depression Equity Returns... Not So Bad
- Good News Alert! Consumer Expectations Rockets
- CSPI Bounces Off Bottom, but Negative for Six Stra...
- Asset Class Returns "Normalizing"?
- Guess Who?
- Box Office Boom Continues...
- Baseball Franchise Values... Mixed, but Holding Up
- European Exports
- Just One of the Guys
- EconomPics of the Week (4/24/09)
- T - 30 Minutes to Stress Test: Above or Below 3% T...
- Where's the Defense? New Orders Down (March)
- UK GDP Down Most in 30 Years
- A Positive Outcome from Foreclosures
- European Manufacturing Crash - February
- IMF: Negative Global Growth for First Time Since WWII
- Ten Year Yields: Higher or Lower?
- Crude Oil Inventory Rise Continues
- The One Recession Proof Area Within Finance
- IMF: $2.8 Trillion in Estimated Writedowns by Banks
- 10% on Top of 2 and 20% No Longer Sensible?
- Inequality and Entitlement
- Deflationary Cycle: UK Edition
- 2008 Corporate Profits vs. Market Cap (Top 10)
- Leading Economic Indicators (March)
- S&P Earnings and 6% Growth...
- Torture: Should We Just Ignore It And Move On?
- EconomPics of the Week (4/17/09)
- State Unemployment Spike (and Oregon Struggling)
- Michigan Consumer Sentiment Rebounds; Flat Year ov...
- Citi Losing Non-US Deposits
- Reader Opinion Friday.... Is this Sustainable?
- Philly Fed Index... "Business Sucks Now, BUT WILL ...
- No Foreign Demand for US "Risk" Assets
- Eurozone Industrial Production Collapse
- State Tax Collections Decline.... Sales Taxes with...
- Deflation Camp: Under-utilized Capacity
- Investment Grade Corporate Bond Yield
- Industrial Production Slump Continues
- CPI Down; Solely Due to Transportation
- Inventories Continue to Fall...
- New Baseball Fields and (Empty) Corporate Boxes
- Retail Sales Fall (March)
- Deflation, Here We Come (PPI March)
- Only Now Moody's Downgrades Ambac to Below Investm...
- Taxpayers Subsidizing Paper?
- Global Equity Rebound
- If Goldman's Selling... Beware of Buying
- EconomPics of the Week (4/10/09)
- Budget Deficit Close to $1 Trillion in First Six M...
- Same Store Sales (March)
- Market Bottom or Bear Market... Invest Wisely
- No Room for Walmart in Rebound
- Crude at Levels Not Seen in 16+ Years + Tiny Disti...
- Good News Alert! Imports Down, Exports Up, Trade B...
- Don't Read too Much into the VIX
- Good News Alert! Wholesale Sales Up, Inventories C...
- Abnormal Markets...
- Japanese Export Recession
- Credit Down 5th Time in 7 Months, Before that Once...
- Euro Area GDP Breakdown
- Are Long Bonds About to Break Through or Bounce Back?
- Absolute Domination Defined...
- The Prime Loan (Under)Performance Problem
- Yen Continues Sell-Off... Plenty of Room to Go
- Hedge Fund Returns (March)
- EconomPics of the Week (April 3rd)
- Population vs. Workforce vs. Employed
- Unemployment to 8.5%, Broader Measure Rockets to 1...
- TIPS Rockin'
- Stocks for the Long Run... Why Does Intra-Year Vol...
- The Public Construction Boost
- Autos Breakdown: Ugly, But at Least the Hummers Dead
- ISM Manufacturing (March)
- Uggghhhh.... 2009 Returns Looking All Too Similar
- ADP Payroll Bloodbath
- Consumer Confidence: The Present is "Bad", The Fut...
- Market Up 30% Pre-Open!!!!
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April
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