Last month, when new home sales fell 33%, I warned investors that “This data series is notoriously noisy, and you are must better...
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Legg Mason’s Michael Maubossin looks at the difficulties in untangling outcomes that are based on skill or luck or both as applied...
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Interesting chart that Macro Market Musings calls “The Revenge of the Balance Sheets.” Each of our double peak in assets...
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June New Home Sales, a measure of contract signings of new homes and thus post tax credit, totaled 330k, 20k more than expected but May...
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~~~ Source: Bernanke’s ‘Bullets’ are Blanks, Mark Dow Says: “The Fed Is Pushing on a String” Aaron Task...
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The Chicago Fed’s National Activity Index (CFNAI) printed this morning at 8:30 AM Eastern. As always, Calculated Risk covered...
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Towards the end of a great Rush concert at Jones Beach Saturday night, the band broke out into one of their classics, ‘Closer to...
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At the Agora conference, I addressed deficit concerns by discussing the record low yield on US Treasuries. If the investing universe was...
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I am winging my way home from Canada, flying over Minnesota into Wisconsin. I am catching up with some reading, but I had to comment on...
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Three terrific charts, from Ron Griess of The Chart Store tells the tale of the current banking sectors: > Cash/Capital of Commercial...
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