I’m struggling to find a different way to say the same thing again… Ah, the hell with it. The 10-12 month cycle projection is...
Read More »
As I had preciously suggested here and especially to one or two members privately, the CERN experimenters are now confirming publicly that they are proceeding to open out observations of tests they have been conducting that show some particles are trav...
Read More »
Funny, isn't it? Several times over the last few weeks the market has fallen sharply during the final hour of trading. Whenever the market rallies in like manner before the close, the conspiracy theorists are all over it claiming M A N I P U L A T I O ...
Read More »
June 2, 2011
Following the second update of Q1 GDP, which came in unchanged at 1.8, Rick Davis, the founder of Consumer Metrics Institute, posted an analysis of the update that included an interesting observation on the BEA technique for calculati...
Read More »
It is time to take prisons seriously. The United States incarcerates more people than any country in the world today and throughout history. The financial costs are tremendous and rising. One in every one hundred Americans is jailed within this so-c...
Read More »
What's the obvious contrarian trade? Long the U.S. dollar.
I've been discussing the U.S. dollar since January (Could the U.S. Dollar Rise 50%? January 12, 2011), based on a simple trading observation: it's the most despised investment on the pla...
Read More »
Link
Let me take this opportunity to make an observation. When you watch a Bloomberg video that you like you look over to the right and find "Related Videos". They are not joking. Whatever algorithm they use to find them, it is exceptional.
Read More »
Christopher Thornberg has a chart presentation out and I have picked over some items for observation. One talking point of the bullish story is increasing exports. However, when one looks under the hood, and asks to whom, the answer is another one trick pony, China (second chart, YoY) . China, in turn has imported...
Read More »
Twitter links powered by Tweet This v1.8.3, a WordPress plugin for Twitter.
David Frum: Repubs Should Admit that Krugman is Right
Krugman thinks we should tackle the debt and deficit problem later, when the economy is on more solid footing. He points to record-low interest rates as a sign that the world is still willing to lend us as much money as we want, practically for noth...
Read More »