Well, good Saturday morn to y’all. Its been a while since I posted a weekend linkfest, end of Summer vacation, and travellin and all.   

Here’s a few items which have been on me mind recently:

• Barron’s Alan Abelson notes that Deficits matter, and guess what? They impact Interest rates. (If no Barron’s online subscription, an excerpt is here

• Interesting pair of charts from Rydex, looking at the history of secular markets. Fascinating stuff, it implies that we are early in a 10-15 cyclical period that won’t make much progress. However, even within cyclical markets (i.e., DJIA 1966 – 1982), there are still significant Bull and Bear moves.

Except for Inflation, there’s no Inflation — To reach that awkward conclusion, you must engage in a sleight of hand . . .  the trick is to back out all of the inflationary data from the CPI, and PPI. Voila! No inflation.!

• Some home-owners are saving big bucks with The 6 Percent Solution
(Hint: It ain’t good for Real Estate Agents)

• Gasoline Futures have returned to Pre-Katrina levels; why then, haven’t your local gasoline prices?

• Amongst all the Katrina related mayhem, a Census report slipped out. While the rise in poverty made front page news, almost unnoticed were two facts:  the Middle class is shrinking, and the Ultra-Wealthy conitnue to grow wildly:  The Disconnect and Economic Classes   

• Jeff Matthews explains why he likes Google, here;
I explain why I like Jeff Matthews, here.

• A pre-Katrina Manpower survey finds "Employers remain cautious about hiring."

• The WSJ rolls out their ‘Weekend Edition’ today; Will a Saturday WSJ sell? Will it cannibalize sister Dow Jones publication Barron’s? There are more than a few naysayers.

• A thought provoking financial blog: THE CUNNING REALIST

Category: Financial Press, Weblogs

Please use the comments to demonstrate your own ignorance, unfamiliarity with empirical data and lack of respect for scientific knowledge. Be sure to create straw men and argue against things I have neither said nor implied. If you could repeat previously discredited memes or steer the conversation into irrelevant, off topic discussions, it would be appreciated. Lastly, kindly forgo all civility in your discourse . . . you are, after all, anonymous.

One Response to “Weekend Linkfest”

  1. Barry,

    I like the Cunning Realist, but I prefer being a Cunning Linguist….

    Trebek queries “what will replace “terrorists” in quarterly statements and forward looking estimates?

    Answer: What is Katrina.

    Question to GeeDubya: What do you think of Roe vs Wade?

    Answer from GeeDubya: I think people should get out of New Orleans anyway they can…..rimshot…