Media Appearance: Bloomberg TV (05/16/07)

I’m off to Bloomberg TV, for Closing Bell, from 3:55pm to 4:10 or so. We will be discussing the Markets, Fed speak, the slowing economy, various sectors, and whatever else comes up.

Some bullet points I hope to hit:

• Inflation remains elevated, as the economy slows: Slowflation

•  Big Caps over small, Utilities over Technology, Consumer Staples of Discretionary.

• GE, Mosaic, Chicago Bridge & Iron (CBI), Service Corp (SCI) are some of the stocks we will discuss.

If you are not near a TV, you can stream it here:
http://www.bloomberg.com/tvradio/tv/

Should be fun. . .

Category: Media

Housing Impact on GDP

Its apparent from yesteday’s Earnings release that the impact of Housing is working its way into the earnings picture. So far, the impact has been very specific, and limited to Retail (Home Depot, Circuit City), a few Transports (Yellow Roadway, UPS), and of course the Home Builders. Thus far, Financials have contained the impact of sub-prime, but are seeing originations and loan volumes fall.

Here is a quick round up of where else Housing is impacting the economy, via RGE:

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Category: Economy, Real Estate

Amazon Launches DRM-free ITMS competitor

Category: Digital Media, Music, Web/Tech

Category: Data Analysis, Economy, Federal Reserve, Inflation

Media Appearance: Kudlow & Company (5/15/07)

Category: Media

Median CPI Up 0.2% in April

Category: Economy, Federal Reserve, Inflation

CPI & Retail Sales

Category: Data Analysis, Economy, Energy, Federal Reserve, Inflation, Markets

SIRE Presentation: Music, Media & Markets

Category: Digital Media, Markets, Media, Music

Pressure on Home Prices ?

Category: Credit, Economy, Psychology, Real Estate

Mother’s Day Linkfest, Part Deux

Category: Weblogs