Posts filed under “Data Analysis”

Interactive Data: Bloomberg Industry Leaderboard

Supercool use of data from the DataViz team at Bloomberg BusinessWeek

Category: Data Analysis, Digital Media

Output and Unemployment: How do they relate?

Category: Data Analysis, Employment, Think Tank

The Bifurcated Recovery in Jobs

Source: WSJ   The Labor market continues to improve. Last week Bureau of Labor Statistics reported 204,000 new positions created, and adjustments to prior months data were upward. But the gains are not all they are cracked up to be. The jobs recovery has not been evenly distributed. The beneficiaries of the economic recovery have…Read More

Category: Data Analysis, Employment

About Our “Spending Problem” (Revisited)

@TBPInvictus here It’s a well established fact that the Obama administration has been spending like a drunken sailor since the day he was inaugurated. I first wrote about his spendthrift ways here, toward the end of 2010 (has it already been three years?). Some time has now passed, so how’s it going? Let’s take another…Read More

Category: Bad Math, Current Affairs, Data Analysis, Economy, Really, really bad calls

D.C. Is Dragging Down the Economy

click for larger chart Source: Econtrarian   The past two days have seen two positive surprises in economic data. Yesterday, the gross domestic product came in at 2.8 percent growth, significantly better than consensus expectations of 2 percent. This morning, payrolls jumped by 204,000 workers, against median estimates of 163,000. Now imagine how much better…Read More

Category: Data Analysis, Economy, Politics

What the Jobs Report Really Means

One of the things I think Bloomberg should own are the deep dive, finance related interactive graphics. They can cover economics, investing and business with the data and firepower to just crush this sort of work. Here is the first example of what is hopefully the first of many crazy cool infographics:   click for…Read More

Category: Data Analysis, Digital Media, Employment

Ignore Today’s – Indeed Most — NFP reports

Today, I want to discuss why the Employment Situation report is the single most over-hyped, over-analyzed, over-emphasized, least-understood economic releases known to mankind. It is also one of least useful economic data points where investors are concerned. Long-time readers must bear with me, as they have heard this too many times before. But to new…Read More

Category: Data Analysis, Employment

Music Industry Future

DATA Has been underutilized in the music business. SoundScan was a revolution, but then the Internet happened and everybody was caught flat-footed and was so flabbergasted at the evisceration of the business model that the only actions taken were rearguard ones, and those were executed late. Don’t confuse the product with the sell. The key…Read More

Category: Data Analysis, Music

Corporate Profits After Tax

Billions of dollars, seasonally adjusted, after tax without inventory valuation (IVA) and capital consumption adjustments (CCAdj). Source: FRED   I have been trying to explain to some of my more Fed obsessed friends there are factors outside the central bank that matter also. One such factor is corporate profits. As the chart from the Federal Reserve…Read More

Category: Data Analysis, Earnings, Federal Reserve

Lagged P/E Ratios: Shiller Cape vs NIPA

click for ginormous charts Source: JP Morgan   JP Morgan observes: “Shiller P/E shows the market to be overvalued, but not as extreme if you use the NIPA data.” I’ve never used the NIPA data, so I have no real opinion on it.  The two charts look directionally similar, but different in terms of magnitude….Read More

Category: Data Analysis, Earnings, Valuation