Comments on: NBER: Household and NFP Differences Are Cyclical http://www.ritholtz.com/blog/2009/03/hh-est-survey-differences/ Macro Perspective on the Capital Markets, Economy, Geopolitics, Technology, and Digital Media Wed, 10 Mar 2010 04:34:39 -0500 http://wordpress.org/?v=2.9.2 hourly 1 By: usphoenix http://www.ritholtz.com/blog/2009/03/hh-est-survey-differences/comment-page-1/#comment-158986 usphoenix Thu, 02 Apr 2009 02:38:41 +0000 http://www.ritholtz.com/blog/?p=22942#comment-158986 I am fascinated. The CNBC is captivated, or trying to hold their crowd. The traders are playing. Everyone else is hiding out. Which I suppose is how it should be. So the national media gets to "stimulate" the economy and the news according to how the traders see things. But for every trader that wins, another loses. Why don't they report that? Just a musing about how irrelevant all of this is except to traders. I am fascinated. The CNBC is captivated, or trying to hold their crowd.

The traders are playing. Everyone else is hiding out. Which I suppose is how it should be.

So the national media gets to “stimulate” the economy and the news according to how the traders see things. But for every trader that wins, another loses. Why don’t they report that?

Just a musing about how irrelevant all of this is except to traders.

]]> By: FromLori http://www.ritholtz.com/blog/2009/03/hh-est-survey-differences/comment-page-1/#comment-158749 FromLori Wed, 01 Apr 2009 02:55:35 +0000 http://www.ritholtz.com/blog/?p=22942#comment-158749 Just wondering if you saw this report... Home Prices: Low, But Still No Bargain Forget low mortgage rates and the buyer's market. Real-estate prices still have a long way to fall. By BRETT ARENDS Article Comments (4) MORE IN INVESTING » EmailPrinter Friendly Share: Yahoo Buzz facebook MySpace LinkedIn Digg del.icio.us NewsVine StumbleUpon Mixx Text Size Homeowners are watching anxiously for any signs of housing market stabilization. So, too, are all those who believe the market may hold the key to the economy. And yet the most recent data makes for more gloomy reading. The closely watched Case-Shiller index, which tracks prices across twenty major cities, shows that through January the crash was getting worse, not better. And yet, even after these declines, homes overall still may not be that cheap relative to wages. More on that later. http://online.wsj.com/article/SB123853857749575441.html Just wondering if you saw this report…

Home Prices: Low, But Still No Bargain
Forget low mortgage rates and the buyer’s market. Real-estate prices still have a long way to fall.
By BRETT ARENDS

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Comments (4)
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Homeowners are watching anxiously for any signs of housing market stabilization. So, too, are all those who believe the market may hold the key to the economy.

And yet the most recent data makes for more gloomy reading.

The closely watched Case-Shiller index, which tracks prices across twenty major cities, shows that through January the crash was getting worse, not better.

And yet, even after these declines, homes overall still may not be that cheap relative to wages. More on that later.

http://online.wsj.com/article/SB123853857749575441.html

]]> By: leftback http://www.ritholtz.com/blog/2009/03/hh-est-survey-differences/comment-page-1/#comment-158605 leftback Tue, 31 Mar 2009 19:46:13 +0000 http://www.ritholtz.com/blog/?p=22942#comment-158605 The Japanese PPT is clearly Out of the Closet. The Japanese PPT is clearly Out of the Closet.

]]> By: call me ahab http://www.ritholtz.com/blog/2009/03/hh-est-survey-differences/comment-page-1/#comment-158603 call me ahab Tue, 31 Mar 2009 19:42:19 +0000 http://www.ritholtz.com/blog/?p=22942#comment-158603 "Bwarney Fwank" - crack me up @ Bruce- If the USG sponsors a PPT then they should be out front with it like the Japanese- I know there has been some speculation about a PPT that manipulates the market secretively- not sure but some days it sure seemed like- last minute saves at the end of the day. “Bwarney Fwank” – crack me up

@ Bruce-

If the USG sponsors a PPT then they should be out front with it like the Japanese- I know there has been some speculation about a PPT that manipulates the market secretively- not sure but some days it sure seemed like- last minute saves at the end of the day.

]]> By: Bruce N Tennessee http://www.ritholtz.com/blog/2009/03/hh-est-survey-differences/comment-page-1/#comment-158600 Bruce N Tennessee Tue, 31 Mar 2009 19:07:50 +0000 http://www.ritholtz.com/blog/?p=22942#comment-158600 @call me ahab: I saw this last night, but I wouldn't be surprised that the PPT could become this... http://seekingalpha.com/article/122892-japan-s-government-mulls-buying-up-to-205-billion-in-stock-etfs Japan's Government Mulls Buying Up to $205 Billion in Stock ETFs ...it seems to me it is a short step, once you are going down the stairs, to go from buying treasuries to buying stock... A 24/7 PPT....I can't wait! @call me ahab:

I saw this last night, but I wouldn’t be surprised that the PPT could become this…

http://seekingalpha.com/article/122892-japan-s-government-mulls-buying-up-to-205-billion-in-stock-etfs

Japan’s Government Mulls Buying Up to $205 Billion in Stock ETFs

…it seems to me it is a short step, once you are going down the stairs, to go from buying treasuries to buying stock…

A 24/7 PPT….I can’t wait!

]]> By: leftback http://www.ritholtz.com/blog/2009/03/hh-est-survey-differences/comment-page-1/#comment-158599 leftback Tue, 31 Mar 2009 18:53:27 +0000 http://www.ritholtz.com/blog/?p=22942#comment-158599 @ahab: It's End of Quarter, baby !! The good news is the fees.... Good news might be a less than apocalyptic ADP number tomorrow. Also Rep. Bwarney Fwank is mouthing off about suspending or amending mark-to-market, which won't make the banks solvent but might enable the big con job to continue a bit longer. Now, it seems to us that even the most bearish trader wouldn't want to bend over with Mr Fwank behind them. @ahab: It’s End of Quarter, baby !! The good news is the fees….

Good news might be a less than apocalyptic ADP number tomorrow.

Also Rep. Bwarney Fwank is mouthing off about suspending or amending mark-to-market, which won’t make the banks solvent but might enable the big con job to continue a bit longer. Now, it seems to us that even the most bearish trader wouldn’t want to bend over with Mr Fwank behind them.

]]> By: call me ahab http://www.ritholtz.com/blog/2009/03/hh-est-survey-differences/comment-page-1/#comment-158598 call me ahab Tue, 31 Mar 2009 18:47:24 +0000 http://www.ritholtz.com/blog/?p=22942#comment-158598 why the rally? where's the good news? why the rally? where’s the good news?

]]> By: leftback http://www.ritholtz.com/blog/2009/03/hh-est-survey-differences/comment-page-1/#comment-158597 leftback Tue, 31 Mar 2009 18:42:41 +0000 http://www.ritholtz.com/blog/?p=22942#comment-158597 Mr Shorty is starting to get his 'nads squeezed here at 809. That Bear can be vicious. Here at Schadenfreude we made some timely buys of crude this morning at around $48. Noice. We are watching the action in AUY SLW and WFT which we picked up yesterday. We like that. Mr Shorty is starting to get his ‘nads squeezed here at 809. That Bear can be vicious.

Here at Schadenfreude we made some timely buys of crude this morning at around $48. Noice.
We are watching the action in AUY SLW and WFT which we picked up yesterday. We like that.

]]> By: Transor Z http://www.ritholtz.com/blog/2009/03/hh-est-survey-differences/comment-page-1/#comment-158592 Transor Z Tue, 31 Mar 2009 18:09:57 +0000 http://www.ritholtz.com/blog/?p=22942#comment-158592 Sorry, I meant to say tiny separation in EARLY 2006, not late. Sorry, I meant to say tiny separation in EARLY 2006, not late.

]]> By: guidepostings http://www.ritholtz.com/blog/2009/03/hh-est-survey-differences/comment-page-1/#comment-158586 guidepostings Tue, 31 Mar 2009 17:55:34 +0000 http://www.ritholtz.com/blog/?p=22942#comment-158586 a strengthening market in the 1 pm trading hour usually closes the day strong. this time could be different due to the epic battle being waged between the bulls and the bears. my daily target of 804 was nosed up to. i just bought some shorts to see if it weakens here. it usually gives up the ghost about 15 minutes prior to 2 and then unravels to the close. if the market restrengthens post 2:18-2:20 i will exit. a strengthening market in the 1 pm trading hour usually closes the day strong.

this time could be different due to the epic battle being waged between the bulls and the bears.

my daily target of 804 was nosed up to. i just bought some shorts to see if it weakens here. it usually gives up the ghost about 15 minutes prior to 2 and then unravels to the close. if the market restrengthens post 2:18-2:20 i will exit.

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