Source: Investment Postcards
Thursday, July 2, 2009
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2009
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July
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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 Year
- 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 Exports
- 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 Downside
- ISM Prices Paid Up... End of Deflation Concerns?
- Contraction is not an Improvement: Services Edition
- 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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July
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