Posts filed under “Psychology”
I’ve been travelling, working on two killer projects (one finance related, the other, a deadly research piece on the music industry) — so the weekend link fests have suffered. While its still ugly out, I’ll post a few items for your weekend. These are worth your while:
• Core Prices versus Non Energy Earnings – On the one hand, there’s no inflation, ex-energy. On the other hand,
SPX earnings look good — but only if you include energy. Which is it?
• The California SUV Fill Up Index Here’s what the 15 largest SUVs cost to tank up (brace yourself)
• While everyone is watching the (so-called) Real Estate Bubble, I don’t see many people asking "Is Oil a bubble?"
• I’ve heard several commentators opine that maybe an inverted Yield Curve ain’t so bad. They are wrong.
• When Oil prices and interest rates rise together, they have been a reliable Recession Predictor; Ask yourself if its different this time (and why).
• More on LEIs — the Mis-Leading Economic Indicators
• If you think I’m skeptical about BLS/BEA stats, you should see this guy’s work: Shadow Government Statistics
• Here’s a fascinating idea: The Business Experiment — Its
is an open-source site meant to explore the wisdom of crowds,
business, and the distributed nature of work. Can a group of online
strangers democratically create a business plan, and wiki-like, execute
• Odd thought: Is Real Estate Climbing a Wall of Worry?
• Chris Anderson’s Long Tail asks: “Why are the current generation of music services so dumb?” Compared to IMDB, that is . . .
• A very interesting blog: The Indian Economy
One of the odder aspects of the so-called housing bubble phenomenon is how so many pundits have been so self-confident in their declarations of bubbleosity. I find that somewhat ironic — the same people who missed the largest stock bubble in human history have now become expert in spotting bubbles. And they now are spotting…Read More
We have been watching, with no small degree of skepticism, a stream of improving Macro-economic data. Color us unconvinced. Many of the key releases have been fraught with misleading headlines obscuring much weaker data beneath, and last month was no different. From Inflation to Federal Deficit to Unemployment Rates to Industrial Output to recent GDP…Read More