Posts filed under “Data Analysis”

Cullen Roche vs Andrew Smithers on Tobin’s Q

I love this debate between the idea of Tobin’s Q-Ratio as th be all for valuation analysis. It is embodied between Smithers & Co. quoted in this scary BBRG article and Pragmatic Capitalism’s Cullen Roche.

Here is PragCap:

“Better yet, look at the number of times this ratio has been cited during the most recent bull market as a reason to exit stocks:

At least he is consistent!

Let me remind readers of the folly of Single Variable Analysis . . .

 

 

Previously:
Single vs. Multiple Variable Analysis in Market Forecasts (TBP, May 4th, 2005)

When Correlations Lie (Bloomberg View June 27, 2014)

 

 

Category: Bad Math, Data Analysis, Investing, Valuation

Residual Seasonality in GDP

Charles E. Gilbert, Norman J. Morin, Andrew D. Paciorek, and Claudia R. Sahm Residual Seasonality in GDP Federal Reserve, May 14, 2015       Real GDP growth stalled in the first quarter of this year, according to the advance estimate from the Bureau of Economic Analysis (BEA). With a second year in a row of unusually weak…Read More

Category: Data Analysis, Think Tank

What If Something Goes Right in the Economy?

  The preoccupation with all of the things that could possibly go wrong has been a persistent characteristic of this economic recovery. It was termed recession porn in 2009. It has been a focus of websites, pundits and, of course, goldbugs. When an economist picks up the nickname “Dr. Doom,” it suggests an obsession with the negative. Recession porn…Read More

Category: Cycles, Data Analysis, Economy

Biggest Retirement Mistakes People Make

The data on this is fascinating:

Many people plan on supplementing their retirement funds by working past 65, but this plan may not be as sound as it seems. Bloomberg’s Suzanne Woolley breaks down the expectations and often unfortunate truths of working through retirement.


Source: Bloomberg May 18, 2015 7:32 AM EDT

Category: Data Analysis, Investing, Video, Wages & Income

Why Not Everyone is Feeling the Economic Recovery

    My Sunday Washington Post Business Section column is out. This morning, we look at why the economic recovery is so unevenly distributed. The print version had the full headline Not everyone is feeling the economic recovery while online the headline was Are you not feeling the economic recovery? This could be why. Here’s an excerpt:…Read More

Category: Cycles, Data Analysis, Economy

Renting vs. Buying

Very cool set of graphics:

Click for an interactive graphic.

Source: Trulia

 

Read More

Category: Data Analysis, Real Estate

Now-Tracking: GDP

From Torsten Slok: More and more clients bring up the Atlanta Fed’s real-time tracking estimate of GDP and it has become a benchmark for discussions of current quarter GDP after they did a great job capturing the low GDP number that came out for 2015Q1, see chart below. The average absolute forecast error since they…Read More

Category: Data Analysis, Economy

Do Strong Religious Beliefs Stifle Innovation?

Source: Real Time Economics

Category: Data Analysis, Digital Media, Philosophy, Psychology

Wealthiest Zip Codes in America

Click for a ginormous graphic. Source: WonkBlog

Category: Data Analysis, Digital Media, Taxes and Policy, Wages & Income

World War II: 70 Years On

Source: United States Census

Category: Data Analysis, Digital Media, War/Defense