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 ‘ Supply And Demand ’
What the “Bernanke Hall of Mirrors Put” Looks Like in the Real Economy
What the “Bernanke Hall of Mirrors Put” Looks Like in the Real Economy (via http://wallstreetexaminer.com) “The world over, governments and central banks are waging war on supply and demand- on the price mechanism.” - James Grant, interview here starts at 4:30 On the real economy and the hopium hates details front, fuel demand is down,...
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Housing Market Data Tilts Slightly Positive
Some housing sales data now shows prices with a slight year over year increase including the NAR’s existing home sales and the Commerce Department’s new home sales data. The NAR data is from February, representing mostly contracts from December. It tells us nothing about the current market. The Commerce Department data is more current,...
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What If Housing Is Done for a Generation?
What if housing valuations are in a structural, multi-decade decline?
A strong case can be made that the fundamental supports of the housing market-- demographics, employment, creditworthiness and income--will not recover for a generation. I...
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If The Guilty (Mortgage Mafia) Are Never Punished, Housing Will Never Recover
The following is the executive summary of the Wall Street Examiner Professional Edition Housing Update. The complete report with illustrative charts and analysis is available to subscribers here. Housing data continues to be mixed. Lagging closed sales data shows prices still declining. However, the most current sales data represents January closings, which were mostly...
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Another Reason for Stocks to Tank in 2012: Jobs
Though nobody seems to notice, stock prices are correlated to employment, which is trending down.The Federal Reserve would have you believe that Monday morning ramp-and-camp and rumor-mill rallies in the last five minutes of trading are signs of a heal...
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Home prices fall in Oct for 3rd month: CoreLogic
Home prices fall in Oct for 3rd month: CoreLogic
Reuters – 1 hour 16 minutes ago.. .
NEW YORK (Reuters) - Home prices fell in October for the third month in a row with growth in the beleaguered sector expected to remain flat for years to come, data ...
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SPX and Dow Update: Sentiment Still Favors the Bears
Sentiment continues to remain bullish, despite the declines in the averages last week.
Rydex funds are reaching ridiculous extremes. Rydex funds offer a good proxy for retail investor sentiment; retail investors are small money, an...
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More Bad News From the Treasury
The Treasury market buying panic continued this week with technical signs pointing to a 10 year yield possibly as low as 1.80, or even 1.60. That would be bad news for stocks. While the indirect bid remains about 25% below last year’s level at the Treasury auctions, foreign central banks have increased their buying...
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Here’s The Setup For The Con Of The Decade
Here's where we see the Con taking shape. The ideal setup for risk-free returns is to own Treasurys that pay a high yield. The way to get higher interest rates is to first make the Treasury market supremely dependent on a central bank or single buyer...
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Long View of Housing Measures Says Sell
Every 3 months the Census Bureau releases an interesting survey of US housing inventory and vacancy for both owner occupied and rental housing. I include a review of this data along with the shorter term and real time indicators on the owner occupied housing market in my proprietary housing updates. The last Census Bureau...
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Head of World Gold Council on CNBC…
It's pretty clear that none of the three commentators owns (or even has owned) gold at any point. Also, Kernan has no idea whatsoever what supply and demand means...
Link
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Between Rock and Hard Place – Professional Edition Fed Report
The Treasury benefited from a “coincidental” selloff in the stock market that was accompanied by a sharp drop in Treasury yields this morning, lasting, “coincidentally”, until the exact moment that the $42 billion two year note auction was completed. Once that little piece of work was accomplished, surprise, surprise, the stock market rallied and...
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Actionable Better to Be Lucky Than Good
I spent some time reading over Credit Suisse reports and offer some of their charts just to get a sense of the supply and demand picture. Generally speaking inventory levels are not especially high by historical standards. However given the depressionary like conditions in demand, the story is quite different. It now looks like...
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Verging On Collapse – Professional Edition Fed Report
The market got crushed by a huge wave of Treasury supply this week. No surprise there. We hypothesized just that last week based on the Treasury calendar. Early in the week I was beginning to doubt the hypothesis, but by Friday it became clear that the law of supply and demand is still the...
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SPX Update: A Discussion on QE3 and the Market’s Potential for Disappointment
Since "to QE3 or not to QE3" is once again the big question on investors minds, I'm going to share my thoughts on this before we get to the charts. The Federal Reserve Board meets next week, and as has become somethi...
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