Archive - 2012 - Blog entry
February 5th
Larry Summers on Labor Participation Rate
Submitted by Bruce Krasting on 02/05/2012 15:50 -0500At least he knows where the bathroom is.
Time To Hedge
Submitted by Elmwood Data on 02/05/2012 13:38 -0500Since the summer of 2010, the way gold was viewed and used by the overall market has changed. For much of the period from Jan 1, 2008 until June 30, 2010 for example, gold (GC) has had an inconsistent relationship, in correlation terms, relative to the S&P 500 (SPY). There were times during this period when it moved in the opposite direction, but much of this time it moved in the same direction as the market. This can be seen in the first chart shown.
G.O.P. PoSTCaRDs FRoM LaS VeGaS...
Submitted by williambanzai7 on 02/05/2012 00:31 -0500Vegas means comedy, tragedy, happiness and sadness all at the same time.--Artie Lange
February 4th
Europe Rises Up Against ACTA
Submitted by George Washington on 02/04/2012 22:19 -0500Widespread Protests Are Starting to Turn the Tide Against Anti-Democratic Bill
Now Even Greek Politicians Are Taking Cover
Submitted by testosteronepit on 02/04/2012 16:15 -0500€65 billion—20% of GDP—have been yanked out of Greek bank accounts, and political positioning for the “afterwards” has begun....
Freddie Mac Mortgage Predator | Alan Boyce on Inverse Floaters
Submitted by rcwhalen on 02/04/2012 15:58 -0500Not only is the large bank-GSE cartel preventing millions of Americans from refinancing, but these same cartel players are also thwarting Fed monetary policy and hurting all our economic prospects.
February 3rd
DOJ's Latest "Beat Down" on Swiss Banks
Submitted by Bruce Krasting on 02/03/2012 17:21 -0500Watch out for the Rhino.
BaNZai7'S SOPA BoWL WaRM-UP 2012
Submitted by williambanzai7 on 02/03/2012 15:58 -0500Football is war--George Carlin
Deconstructing The "Massive Beat" in Employment Data
Submitted by ilene on 02/03/2012 15:57 -0500If last week's tax data is indicative of what's ahead this month, the "good news" won't be sustained.
Less than One-Fifth of All Americans Favor Military or Covert Action Against Iran … Less than Half of Israelis Want to Attack
Submitted by George Washington on 02/03/2012 14:11 -0500No one wants war ...
The European Default Line
Submitted by MacroAndCheese on 02/03/2012 13:59 -0500What the heck is going on in Europe, and why are the peripheral countries putting up with it?
Janet Tavakoli | Super Bowl Spirit and a "Football" side note on David Einhorn
Submitted by rcwhalen on 02/03/2012 13:52 -0500My 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
Rates Low Thru '16?
Submitted by South of Wall Street on 02/03/2012 12:06 -0500While “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:
News That Matters
Submitted by thetrader on 02/03/2012 08:16 -0500- Bank of England
- Ben Bernanke
- Ben Bernanke
- Blackrock
- Bond
- Budget Deficit
- China
- Congressional Budget Office
- Copper
- Corruption
- Creditors
- Crude
- default
- Deutsche Bank
- Dow Jones Industrial Average
- Eastern Europe
- European Central Bank
- European Union
- Eurozone
- Federal Reserve
- Germany
- Glencore
- Goldilocks
- goldman sachs
- Goldman Sachs
- Greece
- Hong Kong
- India
- International Monetary Fund
- Iran
- Japan
- KIM
- Markit
- Nikkei
- Oklahoma
- Portugal
- Reality
- Recession
- recovery
- Reuters
- Smart Money
- Sovereign Debt
- Swiss National Bank
- Testimony
- Unemployment
- Unemployment Benefits
- Volatility
- Wen Jiabao
- Yen
- Yuan
Daily news.
Remodeling Index Positive For Home Improvement Stocks
Submitted by Elmwood Data on 02/03/2012 01:32 -0500The 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.
