Posts filed under “Data Analysis”

Top Industries: Revenue Gains

(This was mid-post when typepad went down yesterday — the links seem to have problems — I’ll fix when possible)

Very interesting list compiled by Fortune magazine for the Fortune 500. These are the industries which have seen the greatest gains in revenue by percentage basis:

1     Securities      47.2
2     Mining,
Crude-Oil Production
     32.2
3     Petroleum
Refining
     28.3
4     Homebuilders      27.4
5     Banks:
Commercial and Savings
     24.3
6     Energy      19.2
7 Insurance:
Life, Health (stock)
     18.8
8 Building
Materials, Glass
     14.0
9 Health
Care: Insurance & Managed Care
     12.6
10     Network
and Other Comm Equipment
     12.5
11 Chemicals      12.3
12 Industrial
& Farm Equipment
     9.7
13 Metals      9.5
14 Aerospace
and Defense
     8.1
15 Wholesalers:
Health Care
     7.9
16 Diversified
Financials
     7.7
17 Health
Care: Other
     7.4
18 Pharmaceuticals      7.4
19 Trading      7.2
20 Utilities      7.1
21 Household
and Personal Products
     6.8
22 Specialty
Retailers
     6.5
23 Airlines      6.4
24 Engineering,
Construction
     6.4
25 Insurance:
P & C (stock)
     6.2
26 Food
& Drug Stores
     5.9
27 Motor
Vehicles & Parts
     5.2
28 Telecommunications      5.0
29 Electronics,
Electrical Equipment
     4.5
30 Beverages      4.1
31 Entertainment      3.9
32 Mail,
Package, Freight Delivery
     3.4
33 Computers,
Office Equipment
     3.3
34 Computer
Services and Software
     2.8
35 General
Merchandisers
     2.1
36 Tobacco      1.0
37 Food
Consumer Products
     0.0

Pretty fascinating stuff . . .

>

Source:
Fortune Global 500
http://money.cnn.com/magazines/fortune/global500/2006/index.html

Category: Data Analysis, Earnings, Economy, Technical Analysis

Jobs Report Redux

Category: Data Analysis, Economy, Employment

Chart of the Week: Leading Indicators Point To Employment Slowdown

Category: Data Analysis, Employment, Technical Analysis

ADP: Stick to Your Knitting

Category: Data Analysis, Economy, Employment

Redux: Household versus Establishment Surveys

Category: Data Analysis, Employment

NFP: Another in a long series of disappointments

Category: Data Analysis, Economy, Employment, Psychology

Signs of the Bear: Ned Davis

Category: Data Analysis, Investing, Markets, Psychology, Technical Analysis

Debunking One of the Worst Ideas in Economics

This is scheduled to disappear from Yahoo  soon — I wanted to capture it before it went away. Its a criticque of Supply Side economics by Charles Wheelan, former US columnist for the Economist, and at present an economics and public policy professor at the University of Chicago and visiting prof at Dartmouth College. Wheelan is the author of Naked Economics: Undressing the Dismal Science.

Debunking One of the Worst Ideas in Economics
Wednesday, May 3, 2006

http://finance.yahoo.com/columnist/article/economist/4065

"In this column, I’m focusing on bad economics. In fact, I’m going to write about what I consider to be the two worst economic ideas — or at least ideas that pass as economics, though both have been thoroughly repudiated by nearly all credible thinkers.

When I say worst, I don’t mean the most outlandish (e.g. stock prices are controlled by aliens) because those ideas usually collapse of their own weight. Rather, the most pernicious bad ideas in economics are those that have a ring of truth. They’re hard to debunk because they have a certain intuitive appeal. As a result, they stick around, providing bogus intellectual cover for bad policy, year after year, decade after decade.

For the sake of political balance, I’ll skewer a favorite of the right in this column, and then a favorite of the left in my next piece.

Read More

Category: Data Analysis, Economy

Not Expensive vs cheap

Category: Data Analysis, Financial Press, Investing, RR&A, Valuation

Ignore Inverted/Flat Yield Curve at Your Own Risk

Category: Data Analysis, Economy, Federal Reserve, Fixed Income/Interest Rates, Markets