Comments on: The King Report: An Inconvenient Truth http://www.ritholtz.com/blog/2009/06/an-inconvenient-truth/ Macro Perspective on the Capital Markets, Economy, Geopolitics, Technology, and Digital Media Tue, 14 Feb 2012 16:55:10 +0000 hourly 1 http://wordpress.org/?v=3.0.5 By: The King Report An Inconvenient Truth The Big Picture | fix my credit http://www.ritholtz.com/blog/2009/06/an-inconvenient-truth/comment-page-1/#comment-183870 The King Report An Inconvenient Truth The Big Picture | fix my credit Wed, 17 Jun 2009 01:55:26 +0000 http://www.ritholtz.com/blog/?p=28313#comment-183870 [...] The King Report An Inconvenient Truth The Big Picture Posted by root 44 minutes ago (http://www.ritholtz.com) For 16 2 of personal income in the first quarter of 2009 the bureau of economic analysis reports you must be logged in to post a comment kabuki on the potomac reforming credit default swaps and otc derivatives kirby comments the big picture is proudly pow Discuss  |  Bury |  News | The King Report An Inconvenient Truth The Big Picture [...] [...] The King Report An Inconvenient Truth The Big Picture Posted by root 44 minutes ago (http://www.ritholtz.com) For 16 2 of personal income in the first quarter of 2009 the bureau of economic analysis reports you must be logged in to post a comment kabuki on the potomac reforming credit default swaps and otc derivatives kirby comments the big picture is proudly pow Discuss  |  Bury |  News | The King Report An Inconvenient Truth The Big Picture [...]

]]> By: Let’s cut back on benefits « Stocks Go Up. Stocks Go Down. http://www.ritholtz.com/blog/2009/06/an-inconvenient-truth/comment-page-1/#comment-179955 Let’s cut back on benefits « Stocks Go Up. Stocks Go Down. Fri, 05 Jun 2009 23:27:26 +0000 http://www.ritholtz.com/blog/?p=28313#comment-179955 [...] cut back on benefits Jump to Comments Why help the needy and old? Fuck ‘em, that’s the American way after all: Benefits, such as Social Security, food stamps, unemployment insurance and health care, accounted [...] [...] cut back on benefits Jump to Comments Why help the needy and old? Fuck ‘em, that’s the American way after all: Benefits, such as Social Security, food stamps, unemployment insurance and health care, accounted [...]

]]> By: Moss http://www.ritholtz.com/blog/2009/06/an-inconvenient-truth/comment-page-1/#comment-179716 Moss Fri, 05 Jun 2009 16:59:54 +0000 http://www.ritholtz.com/blog/?p=28313#comment-179716 As savings rate increases retail sales fall. As savings rate increases retail sales fall.

]]> By: Bigfly http://www.ritholtz.com/blog/2009/06/an-inconvenient-truth/comment-page-1/#comment-179704 Bigfly Fri, 05 Jun 2009 16:43:47 +0000 http://www.ritholtz.com/blog/?p=28313#comment-179704 So how does the initial claims square w/ the much better than expected (I know, still bad!) non-farm numbers reported today? Could it be that the consumer is not spending, even as employment may have passed "the worst" and is beginning to moderate (whatever that means!) at lower levels. More importantly is the implications for the stock market - which I think is still expecting a resumption of EPS at something north of $75/share fairly soon (a 10x increase from the currently very depressed levels). So how does the initial claims square w/ the much better than expected (I know, still bad!) non-farm numbers reported today? Could it be that the consumer is not spending, even as employment may have passed “the worst” and is beginning to moderate (whatever that means!) at lower levels.

More importantly is the implications for the stock market – which I think is still expecting a resumption of EPS at something north of $75/share fairly soon (a 10x increase from the currently very depressed levels).

]]> By: leftback http://www.ritholtz.com/blog/2009/06/an-inconvenient-truth/comment-page-1/#comment-179642 leftback Fri, 05 Jun 2009 15:14:16 +0000 http://www.ritholtz.com/blog/?p=28313#comment-179642 NICE CHART. Thank you. NICE CHART. Thank you.

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