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Monday, November 17, 2008
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Blog Archive
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2008
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November
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- Thanksgiving thoughts
- Fear subsides, prices rise (3)
- We're already the most "progressive" country
- Corporations are extremely cautious
- Equities are so undervalued it's hard to believe
- How to characterize Obama's fiscal stimulus plan
- Fear is easing, but prices are lagging
- Trade developments a positive
- Housing prices continue to fall
- Swap spreads tighten further -- good news
- High-yield bonds are a steal
- Treasury yields are extraordinarily low
- Housing is no longer collapsing
- Thoughts on another stimulus package (2)
- Geithner to Treasury -- not bad, not great
- Gold predicts inflation
- No shortage of money (2)
- The labor situation is far from dire
- Obama is checkmated by the past
- TIPS are a steal (3)
- The middle class is doing just fine
- Bond market distress continues
- Thoughts on the Detroit bailout (3)
- Equity market still paralyzed by fear
- Obama to backpedal on trade
- A better bailout proposal
- Headline inflation down, core up
- The New Wizard of ID
- The rich aren't paying their fair share?
- British pound comes back to earth
- Is this the end of the world or the opportunity of...
- Retail sales collapse
- Thoughts on the Detroit bailout (2)
- No shortage of money
- Spending balloons the deficit
- Equities should follow bonds
- The End of Wall Street as we knew it
- Attention equities: swap spreads are falling!
- How to avoid another depression: don't raise taxes
- Thoughts on the Detroit bailout
- Revisiting October lows
- Beach sunsets
- Good news gets ignored
- Fear drives the market
- At least one thing is almost back to normal
- Are swap spreads forecasting a huge corporate bond...
- Job losses now confirm a recession
- Banks are lending by the bushel (4)
- Unemployment claims have stabilized (2)
- Are swaps forecasting a huge equity rally? (3)
- The election, markets, and the economy
- Next shoe to drop: pent-up demand
- Fiscal policy recap
- Fear subsides, prices rise (2)
- Origins of the current crisis (3)
- Construction spending may be bottoming
- More signs the worst has passed
- Manufacturing index plunges--for real?
- Thoughts on another stimulus package
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November
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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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