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Predictions for 2009
Swap spreads correctly forecast improvement in cor...
Intrinsic value of gold
Logos after the crash
The potential for a panic rally
Housing prices continue to fall (2)
The crisis is passing (4)
It's always darkest before dawn -- why a panic ral...
Calafia Beach morning
No household debt crisis
Another refinancing boom
The crisis is passing (3)
The crisis is passing (2)
Bonds beat stocks (3)
Government spending is not stimulative (2)
The crisis is passing
Bonds beat stocks (2)
Bonds beat stocks
No shortage of money (5)
High yield bonds rally
Has the carry trade been unwound? (2) -- yes
The importance of innovation
The coming cash conundrum and the return of the ca...
Lots of things are getting better (2)
Government spending is not stimulative
Lots of things are getting better
Fed will do whatever it takes
Deflating the deflation talk
Fed funds rate is essentially irrelevant
CPI plunges -- good news for TIPS
Housing starts plunge -- good news
Commodity price collapse may be ending
TED spread slowly shrinks
$1,000,000,000,000 of stimulus?
Producer Price Inflation not dead
Mortgage rates are collapsing (2)
Press bias is egregious
Memo to Obama -- Tax cuts work much better than sp...
Putting in a bottom (2)
Free trade gets a false bum rap
Modern experience with infrastructure spending is ...
Detroit bailout in a nutshell
Federal budget update -- why not cut taxes?
More signs of healing
T-bill yields are zero (2)
This is not deflation
Has the carry trade been unwound?
Putting in a bottom
Cutting our corporate tax rate is a no-brainer sti...
No shortage of money (4)
Revisiting the Misery Index
Job losses are not catastrophic
Congressional Motors announces the GTxi Pelosi
Mortgage rates are collapsing -- great news for ho...
Why I'm optimistic (2)
T-bill yields are ZERO
Housing affordability is improving
TIPS update -- what are their "real" real yields?
Barton Biggs massively bullish but not ready to buy?
Auto sales update -- sky not falling
No shortage of money (3)
Interest rates and inflation retrospective
Treasury bond yields collapse
Manufacturing hits an air pocket
Residential construction finds a bottom
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About Me
View my complete profile
Favorite blogs
Brian Wesbury
Cafe Hayek
Calculated Risk
Carpe Diem/Mark Perry
Cato-at-liberty
Coyote Blog
Don Luskin
Donald Marron
Ed Yardeni
Greg Mankiw
Instapundit
John Cochrane
John Gruber
John Taylor
Keith Hennessey
Larry Kudlow
Marginal Revolution
Mark Perry
Power Line
RealClearMarkets
RealClearPolitics
Richard Epstein
Scott Sumner
Stephen Williamson
Watts Up With That?
Zero Hedge
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
Tuesday, December 30, 2008
Logos after the crash
Check out the rest of them
here
at Business Pundit.
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