April 30, 2011
I’ve been posting a monthly moving average update for the five ETFs in featured in Mebane Faber and Eric Richardson’s Ivy Portfolio since the spring of 2009, when I featured my review of the book.
In addition to the monthly updates…
April 30, 2011 weekend update
It’s time again for the weekend update of our “Real” Mega-Bears, an inflation-adjusted overlay of three secular bear markets. It aligns the current S&P 500 from the top of the Tech Bubble in March 2000, the Dow in of …
April 28, 2011 Guest Commentary by Randy Degner
Note from dshort: A few days before today’s publication of the Q1 2011 advance GDP estimate, I received an email that eloquently expresses a widely held view of Gross Domestic Product — namely …
April 28, 2011 weekly update
The Unemployment Insurance Weekly Claims Report was released this morning for last week. Claims rose 25,000 from an upward revision of the previous week to 429,000. The 4-week moving average increased by 2.3%. Here is …
April 29, 2011
The University of Michigan Consumer Sentiment Index final report for April came in at 69.8, little changed from the April preliminary 69.6. The Briefing.com consensus expectation had been for 69.6 and Briefing.com’s own forecast was f…
April 29, 2011
The S&P 500 closed the day up 0.23% and the week up 1.96% at another new interim high. The index is 101.6% above the March 9 2009 closing low. It is 12.9% below the nominal all-time high of October 2007. Here are two charts of the ind…
April 29, 2011
The March Personal Income and Outlays report was published today by the Bureau of Economic Analysis. The chart below shows the monthly year-over year change in the personal consumption expenditures (PCE) price index since 2000. I’ve a…
April 29, 2011 weekly update
The Weekly Leading Index (WLI) of the Economic Cycle Research Institute (ECRI) declined fractionally to 7.5 from last week’s eleven-month high of 7.7.
The Published Record
The published ECRI WLI growth metric h…
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”…
The U.S. country index of the Billion Prices Project, a real-time inflation index published by the Massachusetts Institute of Technology, is back after mysteriously disappearing…
