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Signs of the times.
Wednesday, October 15, 2008
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2008
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October
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- Fear subsides, prices rise
- Price stability is a dream
- Short sales (real estate)
- Unemployment claims have stabilized
- Is Obama a socialist?
- Modest economic slowdown
- Fear is the driver
- Fed rate cut is likely, but that's not what matters
- Capital spending continues to grow
- Are swaps forecasting a huge equity rally? (2)
- Reminder: stocks are very cheap
- Financial logjam appears to be breaking up
- David vs Goliath (AAPL vs MSFT)
- Gasoline prices plunge -- very good news
- Another measure of fear (4)
- Subprime factoids -- we've seen most of the bad news
- Spreading the wealth only makes us all poorer (2)
- TIPS are a steal (2)
- Global equities seesaw -- and exaggerate
- How taxes affect the incentive to work
- Things I'd like to hear
- Home sales activity picking up
- Enter quantitative easing
- Housing price bottom is approaching
- My concerns with Obama
- Unemployment claims suggest mild recession
- The dollar has seen its lows (2)
- Banks are lending by the bushel (3)
- Why I'm optimistic
- Swap spreads point to a huge corporate bond rally
- Are swaps forecasting a huge equity rally?
- 10-yr swap spreads have really turned the corner
- Aussie dollar comes back to earth
- Commodity bubble pops
- Spreads continue to narrow
- Real estate prices are not in free-fall
- Anna Schwartz bashes the Fed
- Best reason to vote for McCain -- divided government
- Money is plentiful (2)
- Housing starts have collapsed -- good news
- Fear is good for investors
- Gradual improvement in spreads
- Spreading the wealth only makes us all poorer
- Oil bubble has popped--excellent news
- It's ugly out there
- Thoughts on the 3rd debate
- Inflation expectations collapse
- Inflation reminder
- Another measure of fear (3)
- Government to rescue banks -- yikes
- Good news: swap spreads moving down
- Capitulation and other signs of a bottom
- Best news of last week: the unregulated free marke...
- Stocks could be cheaper now than in 1932
- A socialist tsunami?
- Vix trying for 100?
- Humor please
- Money is plentiful, buyers are scarce
- Time is the enemy
- Another measure of fear (2)
- Banks are lending by the bushel (2)
- Japanese banking crisis
- TIPS are a steal
- Almost as bad as the Crash of '29
- Home sales activity picking up
- Graphic view of the panic
- We've seen the bottom
- More good news (3)
- Here's something that is cheap
- Brief laments on the debate
- Long-term track record of equities (2)
- More good news (2)
- A plug for the Laffer Curve
- More good news
- Some good news
- Origins of the current crisis (2)
- Panic sets in
- Jobs are rotating
- The housing bubble explained
- More thoughts on the "credit freeze"
- Jobs are declining, but the economy is still growing
- Reaction to the VP debate
- Gearing up for the Palin-Biden debate
- "Credit freeze" disconnect
- Auto sales weak, but not disastrous
- Modest relief from lower commodity prices
- Banks are lending by the bushel
- Corporate layoffs don't point to a recession
- ISM index may signal a recession
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October
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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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