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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:
• 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 
• A pre-Katrina Manpower survey finds "Employers remain cautious about hiring." 
• A thought provoking financial blog: THE CUNNING REALIST 
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:
 Deficits matter: http://online.barrons.com/article/SB112690872222043560.html
 excerpt is here: http://bigpicture.typepad.com/comments/2005/09/deficits_and_in.html
 history of secular markets: http://bigpicture.typepad.com/comments/2005/09/market_cycles_1.html
 Bull and Bear moves: http://bigpicture.typepad.com/comments/2005/09/djia_1966_1982_.html
 Except for Inflation, there’s no Inflation: http://bigpicture.typepad.com/comments/2005/09/except_for_infl.html
 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
 why then, haven’t your local gasoline prices?: http://bigpicture.typepad.com/comments/2005/09/gas_returnsa_to.html
 The Disconnect and Economic Classes: http://bigpicture.typepad.com/comments/2005/09/recovery_bypass.html
 here: http://www.ritholtz.com/blogThe Evil Empire Stirs http://jeffmatthewsisnotmakingthisup.blogspot.com/2005/09/evil-empire-stirs.html
 here: http://bigpicture.typepad.com/comments/2005/09/why_we_love_jef.html
 "Employers remain cautious about hiring.": http://bigpicture.typepad.com/comments/2005/09/employers_cauti.html
 ‘Weekend Edition’ today: http://www.editorandpublisher.com/eandp/departments/business/article_display.jsp?vnu_content_id=1001097564
 Barron’s?: http://online.barrons.com/public/main/
 more: http://www.medialifemagazine.com/News2005/sep05/sept12/5_fri/news2friday.html
 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
 THE CUNNING REALIST: http://cunningrealist.blogspot.com/
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