Comments on: The Jalopy Economy http://www.ritholtz.com/blog/2009/07/the-jalopy-economy/ Macro Perspective on the Capital Markets, Economy, Geopolitics, Technology, and Digital Media Fri, 19 Mar 2010 14:29:39 -0400 http://wordpress.org/?v=2.9.2 hourly 1 By: Laurent GUERBY http://www.ritholtz.com/blog/2009/07/the-jalopy-economy/comment-page-1/#comment-197134 Laurent GUERBY Sat, 25 Jul 2009 14:37:45 +0000 http://www.ritholtz.com/blog/?p=32700#comment-197134 You might want to look at the following graph regarding the repartition of income amongst workers and managers 1970-2006 : http://guerby.org/images/salaires_us.jpg I don’t remember where I got it but the inflexion point is again 1981. I’d love to know what were legislative and regulation changes which triggered this whole mess. You might want to look at the following graph regarding the repartition of income amongst workers and managers 1970-2006 :

http://guerby.org/images/salaires_us.jpg

I don’t remember where I got it but the inflexion point is again 1981.

I’d love to know what were legislative and regulation changes which triggered this whole mess.

]]> By: Financial Profits and Rising Debt Era | The Big Picture http://www.ritholtz.com/blog/2009/07/the-jalopy-economy/comment-page-1/#comment-196435 Financial Profits and Rising Debt Era | The Big Picture Thu, 23 Jul 2009 15:30:51 +0000 http://www.ritholtz.com/blog/?p=32700#comment-196435 [...] week, we looked at the Total Credit Market Debt to GDP ratio.  Here’s another variation of the chart showing, looking at 2 differing periods [...] [...] week, we looked at the Total Credit Market Debt to GDP ratio.  Here’s another variation of the chart showing, looking at 2 differing periods [...]

]]> By: “Neither a Borrower Nor a Lender Be”: Americans Dash for Cash after Wall Street’s Crash « Generation Bubble http://www.ritholtz.com/blog/2009/07/the-jalopy-economy/comment-page-1/#comment-195682 “Neither a Borrower Nor a Lender Be”: Americans Dash for Cash after Wall Street’s Crash « Generation Bubble Tue, 21 Jul 2009 12:43:43 +0000 http://www.ritholtz.com/blog/?p=32700#comment-195682 [...] consumer is in the process of saving money and deleveraging their balance sheets. After a 40 year credit binge, its long overdue. The process is likely to go on for years, as a new generation is losing [...] [...] consumer is in the process of saving money and deleveraging their balance sheets. After a 40 year credit binge, its long overdue. The process is likely to go on for years, as a new generation is losing [...]

]]> By: The story of the US credit binge (it’s shorter than you think) « CnA: What You Need Before Your DNA. http://www.ritholtz.com/blog/2009/07/the-jalopy-economy/comment-page-1/#comment-195569 The story of the US credit binge (it’s shorter than you think) « CnA: What You Need Before Your DNA. Mon, 20 Jul 2009 21:49:23 +0000 http://www.ritholtz.com/blog/?p=32700#comment-195569 [...] The story of the US credit binge (it’s shorter than you think) Posted on July 20, 2009 by chetanroy Came across this very good analysis by Jeffrey Grundlach, Chief Investment Officer from TCW, on Barry Ritholz’s blog The Big Picture . [...] [...] The story of the US credit binge (it’s shorter than you think) Posted on July 20, 2009 by chetanroy Came across this very good analysis by Jeffrey Grundlach, Chief Investment Officer from TCW, on Barry Ritholz’s blog The Big Picture . [...]

]]> By: 7 Reasons Why Housing Isn’t Bottoming Yet | The Big Picture http://www.ritholtz.com/blog/2009/07/the-jalopy-economy/comment-page-1/#comment-195368 7 Reasons Why Housing Isn’t Bottoming Yet | The Big Picture Mon, 20 Jul 2009 11:12:27 +0000 http://www.ritholtz.com/blog/?p=32700#comment-195368 [...] consumer is in the process of saving money and deleveraging their balance sheets. After a 40 year credit binge, its long overdue. The process is likely to go on for years, as a new generation is losing [...] [...] consumer is in the process of saving money and deleveraging their balance sheets. After a 40 year credit binge, its long overdue. The process is likely to go on for years, as a new generation is losing [...]

]]> By: Another day older, and deeper in debt… « Scenarios and Strategy http://www.ritholtz.com/blog/2009/07/the-jalopy-economy/comment-page-1/#comment-195274 Another day older, and deeper in debt… « Scenarios and Strategy Sun, 19 Jul 2009 17:03:53 +0000 http://www.ritholtz.com/blog/?p=32700#comment-195274 [...] to “When you stack it all up…,” another bulletin from Barry Ritholtz: Fascinating analysis from Jeffrey Gundlach, Chief Investment Officer from TCW, titled “The [...] [...] to “When you stack it all up…,” another bulletin from Barry Ritholtz: Fascinating analysis from Jeffrey Gundlach, Chief Investment Officer from TCW, titled “The [...]

]]> By: dougc http://www.ritholtz.com/blog/2009/07/the-jalopy-economy/comment-page-1/#comment-195053 dougc Sat, 18 Jul 2009 12:50:03 +0000 http://www.ritholtz.com/blog/?p=32700#comment-195053 The chart is less troubling if viewed in log scale is the logic that got us in this problem. The problem is huge and a simple painless solution is not available. Also confused about deleveraging that occured in rwr presidency, one of us is looking at an inverted version of the chart. The chart is less troubling if viewed in log scale is the logic that got us in this problem. The problem is huge and a simple painless solution is not available. Also confused about deleveraging that occured in rwr presidency, one of us is looking at an inverted version of the chart.

]]> By: jimcos42 http://www.ritholtz.com/blog/2009/07/the-jalopy-economy/comment-page-1/#comment-195034 jimcos42 Sat, 18 Jul 2009 06:00:48 +0000 http://www.ritholtz.com/blog/?p=32700#comment-195034 The chart looks a lot less troubling if viewed in log scale. Like it works out to less than 1% annually, peak-to-peak, in about 76 years. So if the magnitude of the de-leveraging that's underway now anywhere approaches that of the 1933-56 period (almost 50%), then we're looking at something akin to Reagan Era numbers. I'll let the traders fuss over the gyrations between here and there. My glass is half full. The chart looks a lot less troubling if viewed in log scale. Like it works out to less than 1% annually, peak-to-peak, in about 76 years. So if the magnitude of the de-leveraging that’s underway now anywhere approaches that of the 1933-56 period (almost 50%), then we’re looking at something akin to Reagan Era numbers. I’ll let the traders fuss over the gyrations between here and there. My glass is half full.

]]> By: links for 2009-07-17 « Overton’s Arrow http://www.ritholtz.com/blog/2009/07/the-jalopy-economy/comment-page-1/#comment-194994 links for 2009-07-17 « Overton’s Arrow Sat, 18 Jul 2009 00:35:48 +0000 http://www.ritholtz.com/blog/?p=32700#comment-194994 [...] The Jalopy Economy | The Big Picture (tags: economics debt credit history spending government) [...] [...] The Jalopy Economy | The Big Picture (tags: economics debt credit history spending government) [...]

]]> By: DeDude http://www.ritholtz.com/blog/2009/07/the-jalopy-economy/comment-page-1/#comment-194956 DeDude Fri, 17 Jul 2009 21:21:11 +0000 http://www.ritholtz.com/blog/?p=32700#comment-194956 Didn't Ronald Reagan teach you that debt dosn't matter :-) Didn’t Ronald Reagan teach you that debt dosn’t matter :-)

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