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Thursday, June 26, 2008
From The Big Picture - view blog entries - visit this blog
June 26, 2008 at 4:30 pm ET
Hard to argue with this: "Nothing has been a more reliable indicator for an upcoming recession as the price of Oil. Every major bear market, every major economic decline has been preceded by a large ... (more)

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June 26, 2008 at 2:00 pm ET
back in November, we asked "When Does GM Get Kicked Out of the DJIA?" Let's start a pool: At what point in the future will General Motors (GM) ignominiously join Eastman Kodak (EK), Woolworth and ... (more)

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June 26, 2008 at 11:25 am ET
Just a frame of reference here, the intraday low in the DJIA today 11, 574.24 is below the prior lows set on January 22nd was 11,635. Interestingly, the S&P500 remains above its 2008 lows -- ... (more)

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June 26, 2008 at 10:19 am ET
NAR site is a disaster -- no press release, Proxy Errors, etc. None of the usual media even has mroe than a few headlines -- WSJ, Bloomberg, AP, and NYT have nothing; Marketwatch has this ... (more)

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June 26, 2008 at 10:01 am ET
Forget the whole under-reported inflation discussion for a moment. Check out this chart of GDP components: Thanks, Jake ... (more)

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June 26, 2008 at 7:14 am ET
Long time readers know I am a fan of Barron's, and frequently reference the usually fine Econoday updates of daily economic data. But the NYT's Floyd Norris points to what can only be described as ... (more)

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June 26, 2008 at 3:00 am ET
Very interesting video from SquawkBox Wednesday morning -- I thought Doug Dachille of First Principles Capital Management did a nice job and Gary Kaminsky Neuberger Berman is always solid. > click for Video This was ... (more)

Wednesday, June 25, 2008
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June 25, 2008 at 6:30 pm ET
Carlin recorded 14 live comedy stand up specials for HBO, over the course of three decades. HBO will air Carlin's most recent live comedy special, "It's Bad for Ya," at 9 p.m. Friday, June 27. ... (more)

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June 25, 2008 at 5:15 pm ET
On Notice The Stephen Colbert "On Notice Board" Generator via Muckdog ... (more)

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June 25, 2008 at 3:00 pm ET
The well-parsed FOMC statement remains too cheery on growth, not concerned enough about inflation -- and is totally irrelevant. What matters is whether the Fed can tighten or loosen rates or not -- and they ... (more)

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June 25, 2008 at 11:00 am ET
I had to do a double-take when i saw that number: Sales of new one-family houses in May 2008 were at a seasonally adjusted annual rate of 512,000, according to estimates released jointly today by ... (more)

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June 25, 2008 at 8:30 am ET
Fascinating discussion a few weeks ago in welling@weeden with Albert Edwards and James Montier of Societe Generale, reprinted with permission: > "In the cacophony that is global investment strategy research, Albert Edwards (that’s him, below ... (more)

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June 25, 2008 at 6:23 am ET
Today's morning new blip is this little A12 ditty on Countrywide CEO Mozillo: The Illinois attorney general's office, which began an investigation into the business practices of Countrywide Financial Corp. last fall, says it has ... (more)

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June 25, 2008 at 3:00 am ET
Marketwatch: ... (more)

Tuesday, June 24, 2008
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June 24, 2008 at 7:30 pm ET
WTF ? First we see the wankers at the Boston Globe stealing my blog name . . . Now the pedophiles at the The L.A. Times are doing the same. C'mon! Get your own f*&%in ... (more)

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June 24, 2008 at 4:30 pm ET
Cool interactive map of the Political Blogosphere -- now if only it were 3D ! Presidential Watch 08 Thanks, Dave! ... (more)

No Money Down (1 click)
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June 24, 2008 at 1:30 pm ET
Today's media pick is this article -- Government Mortgage Program Fuels Risks -- if only for the chart porn: > Source: Government Mortgage Program Fuels Risks (free WSJ) FHA Struggles To Eliminate Loans For Zero ... (more)

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June 24, 2008 at 9:30 am ET
Ninety percent of science fiction is crap, but then ninety percent of everything is crap.” -Theodore Sturgeon > Yesterday morning, Portfolio's Felix Salmon had a post "Adventures in Technical Analysis, Jim Cramer Edition." Put aside ... (more)

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June 24, 2008 at 9:10 am ET
For some reason, the Case Shiller PDF keeps showing a 404 error. Here is a quick overview via my pal Peter Bookvar: The April S&P/Case-Shiller Home Price Index of 20 cities fell 15.3% y/o/y, a ... (more)

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June 24, 2008 at 8:00 am ET
Yesterday, we showed a one year chart of the VIX versus SPX. It was apparent to someone watching both of these squiggly lines that a big scary spike in the VIX is a very good ... (more)

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June 24, 2008 at 3:00 am ET
click for video Excerpt: U.S. stocks retreated, sending financial shares to their lowest level in five years, on a deteriorating outlook for bank earnings. Rising oil prices pushed crude producers higher, leaving the Standard & ... (more)

Monday, June 23, 2008
Post # 6,000 (1 click)
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June 23, 2008 at 8:34 pm ET
Yes, that is correct -- this meaningless meta-data point is post number 6,000 Here is what the specifics look like before this one: • 5,999 Posts • 89,528 Comments • 2,066 TrackBacks On a related ... (more)

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June 23, 2008 at 2:30 pm ET
Huge run down of all things Housing via Harvard's Joint Center for Housing Studies. It is a comprehensive look at housing markets, demographic drivers, homeownership, rental housing and housing "challenges." The slump is "shaping up ... (more)

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June 23, 2008 at 11:00 am ET
I came into the office this morning, and my trading desk our week started discussing the VIX: We put this chart together comparing the VIX fear indicator with the S&P500. As the chart below shows, ... (more)

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June 23, 2008 at 6:00 am ET
NYTimes: George Carlin, Splenetic Comedian, Dies at 71 Seven Words You Can't Say on Television And the Supreme Court decision relating to the above: FEDERAL COMMUNICATIONS COMMISSION v. PACIFICA FOUNDATION, 438 U.S. 726, 98 S.Ct. ... (more)

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