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Weekend Linkfest

Posted By Barry Ritholtz On September 18, 2005 @ 6:30 pm In Financial Press,Weblogs | Comments Disabled

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 [1], and guess what? They impact Interest rates. (If no Barron’s online subscription, an excerpt is here [2]

• Interesting pair of charts from Rydex, looking at the history of secular markets [3]. 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 [4].

Except for Inflation, there’s no Inflation [5] — 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 [6]
(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? [7]

• 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 [8]   

• Jeff Matthews explains why he likes Google, here [9];
I explain why I like Jeff Matthews, here [10].

• A pre-Katrina Manpower survey finds "Employers remain cautious about hiring." [11]

• The WSJ rolls out their ‘Weekend Edition’ today [12]; Will a Saturday WSJ sell? Will it cannibalize sister Dow Jones publication Barron’s? [13] There are more [14] than a few naysayers. [15]

• A thought provoking financial blog: THE CUNNING REALIST [16]

Article printed from The Big Picture: http://www.ritholtz.com/blog

URL to article: http://www.ritholtz.com/blog/2005/09/weekend-linkfest-3/

URLs in this post:

[1] Deficits matter: http://online.barrons.com/article/SB112690872222043560.html

[2] excerpt is here: http://bigpicture.typepad.com/comments/2005/09/deficits_and_in.html

[3] history of secular markets: http://bigpicture.typepad.com/comments/2005/09/market_cycles_1.html

[4] Bull and Bear moves: http://bigpicture.typepad.com/comments/2005/09/djia_1966_1982_.html

[5] Except for Inflation, there’s no Inflation: http://bigpicture.typepad.com/comments/2005/09/except_for_infl.html

[6] The 6 Percent Solution: http://www.nytimes.com/2005/09/17/business/17realtor.ready.html?ex=1284609600&en=bfaf86319ba60238&ei=5090&partner=rssuserland&emc=rss

[7] why then, haven’t your local gasoline prices?: http://bigpicture.typepad.com/comments/2005/09/gas_returnsa_to.html

[8] The Disconnect and Economic Classes: http://bigpicture.typepad.com/comments/2005/09/recovery_bypass.html

[9] here: http://www.ritholtz.com/blogThe Evil Empire Stirs http://jeffmatthewsisnotmakingthisup.blogspot.com/2005/09/evil-empire-stirs.html

[10] here: http://bigpicture.typepad.com/comments/2005/09/why_we_love_jef.html

[11] "Employers remain cautious about hiring.": http://bigpicture.typepad.com/comments/2005/09/employers_cauti.html

[12] ‘Weekend Edition’ today: http://www.editorandpublisher.com/eandp/departments/business/article_display.jsp?vnu_content_id=1001097564

[13] Barron’s?: http://online.barrons.com/public/main/

[14] more: http://www.medialifemagazine.com/News2005/sep05/sept12/5_fri/news2friday.html

[15] naysayers.: http://www.corante.com/newyork/archives/2005/09/08/10_reasons_why_the_wall_street_journal_could_be_up_for_sale_to_the_highest_bidder.php

[16] THE CUNNING REALIST: http://cunningrealist.blogspot.com/

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