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Sunday, March 7, 2010
Gone skiing
I'm in Breckinridge for some skiing with my brother and some good friends, so blogging may be light this week.
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Blog Archive
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2010
(688)
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March
(78)
- Banks are stepping up their lending efforts
- The danger of American Peronism
- Factory orders--another V-shaped recovery
- Job market is poised for growth
- Thinking about confidence
- Industrial metals prices signal strong global reco...
- Housing market stabilizes
- How bureaucrats deal with budget crises
- Why healthcare reform bill will eventually go down...
- Dissecting inflation
- Measured inflation is still benign
- Why I still like AAPL (2)
- 10-yr Treasury yield update
- The fatal flaws in healthcare reform (6)
- More on corporate profits
- CDS update
- Using NIPA profits to calculate PE ratios
- Equities remain very cheap based on corporate profits
- Slow M2 growth not necessarily bad
- What people think about Congress
- Higher Treasury yields, please
- Long-term trend of commodity prices (2)
- Unemployment claims continue to decline
- Fear subsides, prices rise (18)
- Some pictures are worth a 1,000 words
- Long-term trend of commodity prices
- Treasury yield update
- Swap spreads collapse
- Business investment up strongly
- Another look at shipping (3)
- Commodities update
- Existing home sales update
- Commercial real estate outlook brightens
- Why a stronger dollar is not a problem (2)
- Democrats to America: Drop dead
- A clear majority of voters oppose the healthcare bill
- Household deleveraging is a very healthy indicator
- Government failure, not market failure
- The growth of government
- The decline of Obama's presidency
- Presentation to NAPM Orange County
- The Obama-Baier interview on Fox
- NAPM Orange County
- Inflation is alive and well
- The VIX is down, but the market's fears are still ...
- Fed's MBS purchase program ending with a yawn
- Milton Friedman on the fallibility of monetary and...
- Residential construction still appears to have bot...
- Baltic update
- Commodity price update
- Export update
- The Fed can't resist allowing the economy to dicta...
- Industrial production continues to expand
- Popups (2)
- Popups
- Federal budget update
- Households' balance sheet repair continues (2)
- Fear subsides, prices rise (17)
- Used car price update
- Spread update
- Commodities update
- Baltic update
- Gone skiing
- On the prospects for Obama's healthcare reform
- The jobs market turns the corner
- Unit labor costs collapse, a portent of increased ...
- TIPS point to very slow growth
- We need a smaller government
- Car sales look strong
- Labor market conditions gradually improve
- ISM Service Sector Index continues to improve
- Corporate layoffs have all but vanished (8)
- Fear subsides, prices rise (16)
- NPR reveals the roots of our healthcare crisis
- Kazakhstan a better credit risk than California
- ISM employment index -- another V sign
- Risk aversion is receding (2)
- ISM index still strong
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March
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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
1 comment:
Enjoy some quality time on the slopes.
Thanks again for an interesting blog. Your comments are always well-reasoned and thought-provoking. Neat charts, too.
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