A couple of minor technical problems called “business” and “life” have now intruded on my increasingly bogged down publication schedule that, in the interest...
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Posts Tagged ‘ Curve ’
Housing Data: Shiller Unaware Bernankinflation Winning
There were two major housing data releases today. One of them is important. The other was a misleading misdirection play, that is leaving its creator clueless. Due to its peculiar and excessive smoothing methodology, the housing Case Chiller is always behind the curve. It uses a 3 month average of sale prices closed in...
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Houston – We have a problem, in Switzerland
The ‘risk off’ trade is commanding the markets. A subtle, but interesting example is the EURCHF.
For four days the EURCHF has held to 1/8th percent away from the official 1.2000 peg. It sits at 1.2016 as I write.
Wherever you look, from China to...
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You Can Rest Assured That The Insurance Industry Is In For Guaranteed Losses!
This is not a new post, but nobody has brought up the "I" in FIRE yet, and Mr. Middleton has been ahead of the curve on the banks & sovereign debt, so . . .
You Can Rest Assured That The Insurance Industry Is In For Guaranteed Losses!
The insurance...
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Where to from here?
Has Wall Street finally lost faith in the story they told themselves would unfold? -> Low interest rates + credit infusion = growth at xxx% rate base on previous cases in 1992, 1998, 2002 etc etc etc? (ie curve fitting with no real qualitative unde...
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Think This Looks Bad? Wait Till August!
The fact that intermediate indicators appear to be behind the curve could indicate that we are in a bear market.
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My business (which is relatively significant) has returned about 150% on capital
No lie, its doing well. For those that don't know what I do, I help people get established in businesses here in New Zealand.
I deal with all walks of life from 28 year old scientists to 55 year old dairy farmers. Many have very diverse political affi...
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Case Shiller’s Double Dip Has Come and Gone
The S&P/Case Shiller Home Price Indices reported Tuesday are, as usual, so far behind the curve that not only did they miss the “double dip” that has come and gone, it will be at least July or August before it reports an apparent upturn in prices in March and April. S&P’s view of the...
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China Tightens again!
China Tightens FurtherFNArena News - March 22 2011
- Beijing increases its reserve ratio for the ninth time in 12 months
- Another rate hike already priced in
- Economists at odds over the ongoing pace of tightening measures
By Greg Peel
Last F...
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FCIC report tells the truth (shocker)
http://www.nytimes.com/2011/01/26/business/economy/26inquiry.html?_r=1
http://www.ritholtz.com/blog/2011/01/fcic-what-caused-the-financial-crisis/
http://www.fcic.gov/
Sorry if I'm a bit behind the curve on this. Work has been busy and I've not k...
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Case Shiller Carnage Behind the Curve as Usual
Case Shiller is finally catching up to the carnage I have been reporting in the Wall Street Examiner Professional Edition Housing Reports since last August, which is when the damage first became apparent in listings data. Case Shiller imputes multiple ...
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This Morning’s Tweets
Lee_Adler ...
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Case Chiller – False, Phony, and Fictitious
I made a little chart yesterday for a free podcast that I didn’t have time to post over on Radio Free Wall Street. I’m discovering that it’s a lot quicker to type a post than it is to talk about an issue for a few minutes and then produce a decent sounding podcast. But...
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Fed Master Stroke – Professional Edition
The Treasury boosted new supply this week to $40 billion with yesterday’s announcement of two CMBs totaling $65 billion, but perhaps more importantly there’s nothing for sale in the intermediate to long end of the curve. It’s all in the form of short term bills and CMBs. In the face of that, the Fed...
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As Good As It Gets- Again- Professional Edition Fed Report
Treasury market conditions were as good as it gets this week as the Treasury raised just $4 billion in new money. As expected, that gave a boost to end-of-quarter tape painting on Monday, with a little preemptory selling hitting the tape on Tuesday. The Fed stepped in as a buyer of both Treasuries and...
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All Quiet On the Short Term Front, Storm Brews- Professional Edition
Tuesday was uneventful on the Fed and Treasury front. A 4 week bill went off with little deviation from recent behavior. Buying of short term bills remains at panic levels while the long end of the curve continues to struggle. Rising bond yields and a weaker dollar suggest the worst of all worlds. Click...
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