Archive - Jul 26, 2009 - Blog entry
Surprise! Earnings are Down
Submitted by nickbarbon on 07/26/2009 22:40 -0500Nothing new here for regular readers but I thought the two histograms at the bottom of this graphic nicely contextualize earnings surprises within the broader macro picture.
Wall Street Is Having Our Cake And Eating It Too: A Call To (Pragmatic) Action
Submitted by PragmaticIdealist on 07/26/2009 20:18 -0500One for Wall Street, One for us. Two for Wall Street, Zero for us... Wait, what?
The Growth Trade Vs. The Bond Calendar
Submitted by Bruce Krasting on 07/26/2009 16:59 -0500Treasury has a load of paper for sale in August. The market is not set up for the big supply. Could we have another test of the 4% 10 year?
Geithner Backpedals Plans for Financial Dictatorship
Submitted by Benjamin N. Dover III on 07/26/2009 01:48 -0500The Treasury Secretary comes to his senses and realizes that when it comes to basic government oversight and industry accountability, if less is more, then none is most.
