Archive - Feb 3, 2012 - Blog entry

williambanzai7's picture

BaNZai7'S SOPA BoWL WaRM-UP 2012





Football is war--George Carlin

 

ilene's picture

Deconstructing The "Massive Beat" in Employment Data





If last week's tax data is indicative of what's ahead this month, the "good news" won't be sustained.

 

MacroAndCheese's picture

The European Default Line





What the heck is going on in Europe, and why are the peripheral countries putting up with it?

 

 

rcwhalen's picture

Janet Tavakoli | Super Bowl Spirit and a "Football" side note on David Einhorn





My favorite football introductory book is an out-of-print book by Joe Namath, FOOTBALL for Young Players and Parents.  You may enjoy my favorite lines as you get in the mood for the Super Bowl

 

South of Wall Street's picture

Rates Low Thru '16?





While “Rates low thru ’14? was the gist of the headline – over 1/3 of the participants see ’15 and beyond as appropriate.  The implications are severe from multiple fronts - a few to think about:

 

Elmwood Data's picture

Remodeling Index Positive For Home Improvement Stocks





The macro environment for home improvement stocks continues to be favorable.   Credit standards have eased somewhat over the past few months and with the Federal Reserves new “operation twist” program, it has driven down interest rates even further.  This has created a much more favorable backdrop for home owners wishing to refinance.   It appears for owners who are refinancing, some of the dollars that are being saved in a such a deal are being reinvested in their homes.  Home improvement retailers in recent quarters have all told the same story, that people are shying away from big projects and instead are spending money on smaller ticket items to improve their home.

 
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