Love them or hate them, one thing is true – Goldman Sachs has some damn smart analysts. Those analysts see much weaker growth than the rest of the street in [ … ]
Category: Chart Of The Day
(Just Charts)
THAT DIDN’T LAST LONG
Fear was so – yesterday! Looks like the bullishness and “buy the dip” mentality is alive and well:
COMMERCIAL REAL ESTATE PRICES CONTINUE TO FALL
The Moody’s/REAL All Property Type Aggregate Index measured a 3.3% decrease in August, bringing the index to 105.37. This is the lowest recorded result since the beginning of the downturn, surpassing the old recession level low of 107.98, which occurred in October 2009. National prices are 7.6% below the value recorded last year. Since the peak in October 2007, prices have fallen 45.1%.
NOT JAPAN?
With this sizeable output gap hanging over the economy, we expect both core and headline inflation to be restrained for some time. We project personal consumption expenditures (PCE) inflation to be around 1% in 2011 and 2012.
THE BIG MAC INDEX: THE EURO IS OVERVALUED BY 29%
The Economists Big Mac Index is an alternative perspective on purchasing power parity. By comparing the price of a common product across various economies they achieve a fairly reliable currency [ … ]
WHAT IS THE RATE OF INFLATION?
CPI data came out this morning and verified what I have long believed – despite some rising input costs in the PPI corporations are simply unable to pass these costs [ … ]
WARREN BUFFETT’S POOR RISK ADJUSTED RETURNS
Here’s something I’d never seen done before – an analysis of Warren Buffett’s risk adjusted returns. Insider Monkey has run an interesting analysis on the Buffett portfolio calculating his alpha [ … ]
CHINA CONTINUES TO FORECAST A STRONG U.S. EQUITY ENVIRONMENT
I have often pointed out the fact that Chinese equities have served as a fairly reliable leading indicator of US equity prices over the last few years. Assuming this trend [ … ]
IS THE DOLLAR RALLY ABOUT TO KILL RISK ASSETS?
Now here’s a winning stat for you. Based on the net speculative positions in the USD there is a 100% chance (based on past occurrences) that the dollar will rally [ … ]