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Thursday, July 2, 2009
What Goes Down, Must Come Up
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Investment Postcards
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2012
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May
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Existing Home Sales Rise Across the Board
Leading Economic Indicators Turn Negative
(U.S.) Relative Strength
Checking in on Inflation
EconomPics Recap
Trade Deficit Blow Out
Stocks for the Long Run?
The Consumer is Back... Consumer Credit Positive (...
Ugliest Employment Chart You'll See?
Employment Market Continues to Muddle Along
When Leverage Attacks
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Personal Income and Outlays... A Few Charts
April ETF Performance Recap
GDP Breakdown
More on that Treasury Blood Bath
The Power of Momentum
How's That Austerity Working?
Leading Economic Indicators (less Fed Control) Neg...
Why Investors are Reaching for Yield?
Chinese Treasury Holdings Back to 2010 Levels
Retail Sales Continue to Show Strength
Employment Report: Not as Bad as I First Thought
The VIX as an Equity Hedge
A Weak Jobs Report
Baby's Got Sauce... Checking in on the World's Gre...
"Risk On" in Q1
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Final Q4 GDP Unchanged at 3%
Baseball Valuations Soar
Leading Economic Indicators Show Strength in Febru...
Not All Bonds are the Same
State Taxes
About that Treasury Blood Bath
What's Another Trillion?
Quantifying March Madness
EconomPics of the last month (or so)
Employment Breakdown... Are We There Yet Edition?
Wealth, Debt, and the Fed
Consumer Credit: The Good and the Bad
VIX Fun Fact
Germany Needs to Consume
Taking a Look into Disposable Personal Income
EconomPic Turns Four
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February
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YTD Performance
GDP Revised Up Slightly on Services Spend
What Goes Up...
Durable Goods Miss in January
Revisting The Equity Side of Ugly Bond Math
Mean Reversion
Relative Strength Update... Easy Money Edition
Why I Hate Politics
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EconomPics of the Week 7/31/09
Q2 GDP Closer to -5.8% Accounting for Revisions
Chicago PMI Jumps, but Still Contracting
Q2 GDP Breakdown
UK: Housing Issues Over?
Q2 GDP Predictions
Record Deflation Hits Japan
When Falling Prices "Aid" Confidence
The New Consumer Confidence Index?
Unemployment Higher in EVERY Metro Area
Bruno Ist Nicht Borat
Durable Goods... "There Goes the Optimism" Edition...
Retro Post: Do Oil Futures Impact the Cash Price?
Japanese Retail Sales Down 10th Straight Month
Case Shiller: Cleveland Rocks Edition
Consumer Not So Confident
Is China Squeezing Out Other Exporters?
The "1-Percenters"
California Foreclosures > National New Home Sales
Positioning for Oil's Slide
New Home Sales Surge; Still Down 21% YoY
Treasury Real Yields Highest in 15 Years
California Budget Balanced... For Now
EconomPics of the Week (7/24/09)
Flip That "Worthless" House
60% of Those Unemployed Can't Get a Job Within 1 Y...
Bubble or Bull?
UK Economy Shrinks by Record Level
Microsoft Revenue "Freezes"... Company Looks to "R...
Mark Buehrle's Perfect Game
Was the Goldman TARP Payback Below Market Value?
Existing Home Sales (and Prices) Rise in June
Is Volatility Cheap?
China's Balancing Act
China Now Accounts for ~20% of All Japanese Export...
European Industrial New Orders Slip in May
Nasdaq Up 50% Since March 9th
The Dollar is Overvalued... But Against What?
When $3 Trillion Seems Like Small Potatoes
CRE: I Think the Shoe Just Dropped
Leading Economic Indicators Jump in June
Unemployment Across the United States
States are Broke
EconomPics of the Week (7/17/09)
What Should a Central Bank Do When...
More State Woes...
China Still Treasures Treasuries
HP Grosses $104 Million on Wednesday... Harry Pott...
Philly Fed Index Disappoints
Treasury Bull Market Continues
Initial Claims: When a 14% Increase = an 8% Drop
TOTAL Capacity in Economy Shrinking
Japanese Tertiary Index "Unexpectedly" Declines
Capacity Utilization at Record Low
The Ultimate Head and Shoulders Pattern
CPI Rises as Gas Prices Jump in June
Eurozone Industrial Production Improves
June Retail Sales in Perspective
PPI Jumps in June, Down 4.6% YoY
German Investor Confidence "Unexpectedly" Fell
Total Private Hours Worked at 1997 Levels
Gov't Spending Spike and 15% Less Revenue = Lots o...
Importing Deflation?
Emerging Markets and Dumb Money
EconomPics of the Week (7/10/09)
Help Jake Invest...
I'm Impressed with the Fit...
Will the U.S. Become an Export Nation?
The "Exhaustion Rate" Underestimates the Issue
The Ultimate Armageddon Stock
Same Stores Sales Suck More Than Anticipated
Wholesale: Sales Up, Inventories Down
Good News Alert! New Orders less Inventory Jumps
Capacity Utilization vs. Inflation
Aussie Miracle Waning
Consumer Credit (May): Down 4th Straight Month
Used Cars and the Inflation / Deflation Tug of War...
Hedge Fund Performance Since '02
Japanese Economy "Unexpectedly" Crumbling
The "Joys" of the Unemployed Teenager
The Paradox of Thrift
German Factory Orders Up 4.4% on the Month... Down...
British Industrial Production Surprises to Downsid...
ISM Prices Paid Up... End of Deflation Concerns?
Contraction is not an Improvement: Services Editio...
Japanese "Optimism"?
Hedge Funds Continue to Outperform Equities
Q2 Earnings: Front and Center
EconomPics of the Week (July 4th Weekend)
Birth / Death Model Has Added 800,000 Jobs
Unemployment Jumps... Can We PLEASE Forget About I...
What Goes Down, Must Come Up
Auto Bankruptcy = Poor Marketing
"Mother of All Inventory Corrections"
Manufacturing ISM Continues Decline
ADP Job Losses at 473,000 in June
The State of Obama
The Aussie "Miracle" Continues
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What Jake's Reading...
*Bronte Capital*
Santander Preferreds: Are North American Grandmothers brave, ignorant or insane?
Calculated Risk
Conviction: Fraud for Housing
China Financial Markets
Europe’s depressing prospects
Credit Writedowns
Links: 2012 05 25
Economic Disconnect
The 10 Most Bad Ass Cars Real or Imagined
felixsalmon.com:
Will Grexit topple Obama?
Fixed Income « Abnormal Returns
Saturday links: the paradox of suspense
Kid Dynamite's World
Vegas
Naked Capitalism
Links, 5/26/12
Optimal Momentum
Adaptive Asset Allocation
Paul Kedrosky's *Infectious Greed*
Twitter Digest: 2012-05-25
Paul Krugman
Cameron and the Confidence Fairy
The Big Picture
The Rise of Consumer Location-based Services
The Reformed Broker
Saturday Night Video: Ho Hey
VIX and More
Investing with a Target Volatility Approach
World Beta - Engineering Targeted Returns and Risk
Global Shiller CAPEs
BlogCatalog
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