tag:blogger.com,1999:blog-11027528911364475.post475789599913449465..comments2024-02-18T21:10:05.205-08:00Comments on EconomPic: Thank You Cash for ClunkersJakehttp://www.blogger.com/profile/07946497592651234440noreply@blogger.comBlogger6125tag:blogger.com,1999:blog-11027528911364475.post-20477865841659305262009-10-30T08:25:31.411-07:002009-10-30T08:25:31.411-07:00Thanks for the heads up Barry...Thanks for the heads up Barry...Jakehttps://www.blogger.com/profile/07946497592651234440noreply@blogger.comtag:blogger.com,1999:blog-11027528911364475.post-69295205783804186972009-10-30T07:45:04.814-07:002009-10-30T07:45:04.814-07:00Clusterstock ripped you off:
CHART OF THE DAY: Ca...Clusterstock ripped you off:<br /><br />CHART OF THE DAY: Cash-For-Clunkers MASSIVELY Distorted GDP<br />http://www.businessinsider.com/chart-of-the-day-motor-vehicle-output-2009-10Ritholtzhttps://www.blogger.com/profile/08608448405502237269noreply@blogger.comtag:blogger.com,1999:blog-11027528911364475.post-69034278146137326292009-10-30T01:32:24.771-07:002009-10-30T01:32:24.771-07:00Exactly. However, consider the cost of the progra...Exactly. However, consider the cost of the program as published by edmunds.com and it is even worst. For my take on today's numbers click on my name.Steve Myershttp://learnecon.blogspot.com/2009/10/government-purchases-35-growth-rate-but.htmlnoreply@blogger.comtag:blogger.com,1999:blog-11027528911364475.post-50921596263335217742009-10-29T17:42:39.296-07:002009-10-29T17:42:39.296-07:00No argument whatsoever. Within that context the qu...No argument whatsoever. Within that context the question then becomes how big was the inventory re-build? Which might be approachable via our earlier discussion on looking at the historical Inventory:Sales ratio.dblwyonoreply@blogger.comtag:blogger.com,1999:blog-11027528911364475.post-70793604410416858212009-10-29T08:10:17.034-07:002009-10-29T08:10:17.034-07:00To summarize:
1) We have stimulus
2) We have inve...To summarize:<br /><br />1) We have stimulus<br />2) We have inventory restocking<br />3) Do we have REAL private demand (i.e. non-subsidized)?<br /><br />Unfortunately, I don't think we'll find out til Q1 '10Jakehttps://www.blogger.com/profile/07946497592651234440noreply@blogger.comtag:blogger.com,1999:blog-11027528911364475.post-2704240378835527852009-10-29T07:52:06.624-07:002009-10-29T07:52:06.624-07:00Taking all three of the last posts together as a s...Taking all three of the last posts together as a set - excellent. A suggestion?<br />Stimulus spending was the answer but take a look at Inventories. Did rather well. Be interesting to see what I:S ratio does and did too. Bet it's still going down.<br />The obvious question is what happens when it fades of course.dblwyonoreply@blogger.com