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And then there was one. By one, I mean, one “major” tenor on the US Treasury curve with positive real yields. Today, 30yr TIPS ended the day slightly under 60bps. Are inflation expectations falling or nominal yields falling, or both?
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The Wall Street Journal… in an article today, cited similarities between Japan and the European Sovereign debt crisis. The article goes on to mention how investors are now looking at Japan as the next place to bet against Government bonds.
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Last week contained very little to alter our view that a global economic downturn is likely here. While we recognize the modest, low-level improvement in a variety of indicators (see Dodging a Bullet, from a Machine Gun …), and also
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The global recovery has taken some hard stumbles over the past few months, but hasn’t fallen. Sovereign debt crises in the US and Europe, as well as economic softness in both, contributed
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…Let’s figure out if there is any other valuable thing beside Gold that is preferred more for storing wealth?
In my opinion, I don’t really think that stocks, bonds, real estate or any other thing now a days can be
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By Ben Strubel of Strubel Investment Management…
When you hear the word austerity you typically think of the measures being taken in Europe, the UK, and Australia. You think tax increases, layoffs of government workers, gutting the social support system,
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Ford Motor Company is planning to announce earnings tomorrow. The big three; General Motors, Chrysler and Ford have seen a major comeback since being on the verge of default in late 2008 and early 2009. In regards to the former
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Principal Plot: Inflation Is Not Proceeding from Large Scale Money Growth as Monetarists Would Expect. Keynesians Are Not Providing a Complete Enough Explanation to Laymen as to Why That Is So. Frustration and Name-Calling Ensues.
And a Subplot: Warren Buffett …
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I appreciate Steve Randy Waldman, who writes the excellent blog Interfluidity. Even before I started blogging, while I was at RealMoney, we interacted over CPDOs, along with Alea, and several others that were onto the scam. That was a fun
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Now, it usally does this time of year as it recovers from the post Christmas/New Year. What is of note is that index at 86 is currently 4% higher than at this time last year. This comes after both a
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A ranking list table by Brookings Institution showing the top 20 and bottom 20 metropolitan areas as measured by per-capita GDP.
Source: Business Insider
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…Next week a class-action civil lawsuit will be heard in San Jose to determine if Google, Apple, Pixar, Lucasfilm, Adobe, Intel, and Intuit conspired to eliminate competition for skilled labor. In anticipation of the hearing, TechCrunch has obtained evidence from
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…The smarter you are, the more stock you probably own, according to researchers who say they found a direct link between IQ and equity market participation.
Intelligence, as measured by tests given to 158,044 Finnish soldiers over 19 years, outweighed
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…the interesting things about the rebound in rail traffic is that it typically takes about 4 weeks from trough to recovery to previous year levels. In 2012 it has taken only two. While a steep recover y in rail traffic
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…As we are back to the first full week of the year, it is time to check on the temp staffing index. The early results back the view we have held for some time that employment will accelerate into Q1
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