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Things aren't so bad, really
Monday, September 1, 2008
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2008
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- Money market funds now guaranteed
- Accounting reforms are coming
- Pulling back from the abyss
- Deregulation did not cause this crisis
- Calafia beach morning
- This eclipses the '87 crash in a way
- What if the sky doesn't fall?
- VIX hits post-'87 crash high
- Inflation update; still drifting higher
- Thinking about the "bailout"
- Markets are braced for bad news
- Money is plentiful
- Thoughts on subprime stuff
- More thoughts on the bailout (2)
- More thoughts on the bailout
- Capital goods orders still healthy
- Existing home sales have stabilized
- Households' financial burdens are not excessive
- Do we really need a $700 billion bailout?
- Origins of the current crisis
- The inflation trade is back with a vengeance
- Real yields are rising and that's good
- Palin continues to lift McCain
- Forgotten facts
- Most exciting election in recent memory
- Back to worrying about inflation
- Relief rally
- California home prices plunge, another good sign
- Households are still in decent shape
- Positive developments
- Another measure of fear
- Fear and trembling update
- Putting the bear market in context
- Housing construction can't shrink much further
- Now it's a banking crisis
- What if Obama loses?
- The Fed does the right thing by not easing
- Ok, this is a serious crisis, and that's good
- It doesn't matter whether the Fed cuts rates tomorrow
- A financial crisis, not an economic crisis
- The market is very nervous, but it's not panic (yet)
- Federal finances are not in terrible shape
- Palin vs Gibson: stalemate
- McCain takes the lead in the betting
- What credit implosion?
- Foreign trade looks very healthy
- Large cap stocks are set to outperform
- Consumer confidence is very low and that is a good...
- Long-term track record of equities
- The dollar has seen its lows
- We don't really need Freddie or Fannie
- Tighter spreads are good news
- Krugman is wrong about deflation
- Jobs: not a recession yet
- 10% is actually a very big number
- Commodity prices are still very high
- Auto sales appear to have bottomed
- Sarah Palin's speech was very impressive
- The bond market is not a good inflation predictor
- Most of the bad news on profits is out
- Equities are not overpriced
- Agency spreads are driving all spreads higher
- The trade deficit is narrowing in the best way
- Oil is down $35, but it's still very expensive
- McCain the supply-sider
- Hockey moms and pit bulls
- Construction spending declines are moderating
- ISM survey still consistent with moderate growth
- Check out this chart
- Obama's plan to transform American society
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September
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About Me
Favorite blogs
Favorite books
- "A Random Walk down Wall Street" -Burton Malkiel
- "FDR's Folly" -Jim Powell
- "I Am John Galt" -Don Luskin
- "Panic" -Andrew Redleaf and Richard Vigilante
- "Parliament of Whores" -P.J. O'Rourke
- "Popular Economics" -John Tamny
- "The Education of a Speculator" -Victor Niederhoffer
- "The Financial Crisis and the Free Market Cure" -John Allison
- "The Seven Fat Years" -Robert Bartley
- "The Way the World Works" -Jude Wanniski
- "Wealth and Poverty" -George Gilder
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