Stock Market, Economics, Equity Analysis
Monthly Archives: April 2012
Apr02
Some quick data via CNBC on what happens after at least a 8% gain in Q1 since 1950. There have been 13 instances since 1950. In all but the crash year of 1987, the market ended higher for the year…
Apr02
A decent report out of ISM on the manufacturing report with a headline number of 53.4 versus 53; the sub-indexes were mixed with new orders down 0.4, employment up 2.9, and prices paid down 0.5. (Totally separate the construction report…
Apr02
Futures were sharply higher overnight on the Chinese data, but Europe came in this morning with a big thud as their PMI contracted for the 8th straight month. The U.K. was a bright spot amongst the "Big 3". Disclosure Notice…
Apr01
This chart from Yardeni Research is a few weeks old but the market has mostly gone sideways to slighty up since up since; I've seen some updated charts since which essentially are identical. It raises the question of do we…
Apr01
The multi year 0%ish Fed funds yield plan has had many outsize effects, not the least of which is a massive transfer of wealth from savers to debtors. Those savers, many usually a very conservative bunch, have been desperate to…
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