tag:blogger.com,1999:blog-6616959642391988608.post8601025408951048827..comments2024-03-28T00:18:25.641-07:00Comments on Calafia Beach Pundit: Stocks track truck tonnageScott Grannishttp://www.blogger.com/profile/14028519647946868684noreply@blogger.comBlogger5125tag:blogger.com,1999:blog-6616959642391988608.post-76769493036138455932013-07-30T05:12:44.976-07:002013-07-30T05:12:44.976-07:00Even better: "Scott states: stocks track truc...Even better: "Scott states: stocks track truck tonnage".Robhttps://www.blogger.com/profile/16062180895899998738noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-57091488803941607942013-07-30T00:47:51.178-07:002013-07-30T00:47:51.178-07:00The Yen Guy-
Richard Fisher, FOMC board member-Da...The Yen Guy-<br /><br />Richard Fisher, FOMC board member-Dallas President, went super short back in 2010, to the tune of several million dollars, according to public disclosure documents. <br /><br />Didn't work out for him; indeed he took a bath. Soiled his reputation too. <br /><br />Going super short is dicey. Meanwhile, we seem to be in a glacial growth mode.<br /><br />I think propertyBenjamin Colehttps://www.blogger.com/profile/14001038338873263877noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-28637914992849831702013-07-29T20:52:40.979-07:002013-07-29T20:52:40.979-07:00Well today Today, May 29, 2013, the known desire t...Well today Today, May 29, 2013, the known desire to taper has alarmed investors who perceive that the world central bankers have lost control over interest rates. Liberalism’s debt trade seen in the ratio of Junk Bonds, JNK, relative to US Ten Year Government Bonds, JNK:TLT, has reached its zenith. And Liberalism’s master currency carry trade, the EUR/JPY, has topped out once again and is fallingtheyenguyhttps://www.blogger.com/profile/08515095308836729043noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-23766720944659662612013-07-29T19:48:19.136-07:002013-07-29T19:48:19.136-07:00Fun charts. I have always liked looking at truck t...Fun charts. I have always liked looking at truck tonnage, and also railroad volumes. Port volumes tell stories too. <br /><br />The recovery is real---just too slow. <br /><br />The Fed has loosened the monetary noose around the economy's neck, but that is about all. Benjamin Colehttps://www.blogger.com/profile/14001038338873263877noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-29583165899003677992013-07-29T17:55:43.058-07:002013-07-29T17:55:43.058-07:00I would be interested to see the periods of US rec...I would be interested to see the periods of US recession overlaid on this chart. I was wondering if truck tonnage drops before recessions begin or after recessions have started.Williamhttps://www.blogger.com/profile/04418491109912775561noreply@blogger.com