tag:blogger.com,1999:blog-6616959642391988608.post2755722761605771611..comments2024-03-28T00:18:25.641-07:00Comments on Calafia Beach Pundit: ISM service sector indices a bit on the weak sideScott Grannishttp://www.blogger.com/profile/14028519647946868684noreply@blogger.comBlogger3125tag:blogger.com,1999:blog-6616959642391988608.post-60217241287224009652010-08-04T10:42:05.687-07:002010-08-04T10:42:05.687-07:00There has definitely been a big divergence between...There has definitely been a big divergence between big corp and small business. You only need to look at the policy prescriptions to understand why.<br /><br />We keep paying banks $3B per year in free money and vertical-ize the yield curve so they can lend out to big + global corporations. Ironically, this further deteriorates the local situation in America.<br /><br />Small business cannot Public Libraryhttps://www.blogger.com/profile/00017383928897945054noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-8000321271754852162010-08-04T09:57:40.476-07:002010-08-04T09:57:40.476-07:00The current 5 month moving average
of the business...The current 5 month moving average<br />of the business activity index<br />corresponds with a 200,000 per<br />month payroll gain ( using a 3 month moving average of the monthly<br />payroll change)broderohttps://www.blogger.com/profile/12296214283216386700noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-10159230438460829122010-08-04T09:41:37.220-07:002010-08-04T09:41:37.220-07:00Dudes, we have Japanitis, it is settling in. Low i...Dudes, we have Japanitis, it is settling in. Low inflation-deflation low growth-no growth-recession.<br /><br />The big Q: Can stocks do well in a deflationary environment? Some stocks with foreign sales may do okay.<br /><br />Property values? Dead in the water.<br /><br />Forget small business hiring in America---they get capital from property equity, And there isn't any left. <br /><br />Benjamin Colehttps://www.blogger.com/profile/14001038338873263877noreply@blogger.com