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Thursday, October 28, 2010

Hugh Hendry Watch -- October 28 on BBC

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Hedge fund manager Hugh Hendry was recently on the BBC.  While his comments are directed towards the British economic situation they are ver...
Tuesday, October 26, 2010

Bank lending update

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The data initially looks good but a change in accounting rules is the reason and not more lending by the banks. In Chart #1 you can see t...
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Monday, October 18, 2010

Money Money + Money -- Money supply update

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The broadest measure of money supply still reported by the Federal Reserve continues falling albeit at a decelerating pace. While the pace...
Friday, October 15, 2010

Consumers and Credit -- Behaviors may not be changing

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One item I follow are aggregate debt levels as well as additional focus on the consumer as they are a large portion of GDP. A WSJ blog ent...
Wednesday, October 13, 2010

Latest Chinese Lending Stats: Ignore these numbers!

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An odd way to start a post but as mentioned in my previous entry  it is hard to know how much lending is truly going on in China these days....
Tuesday, October 12, 2010

Foreclosure mess update: Why this is important

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Barry Ritholtz clearly explains why this foreclosure mess is so important and how all the cutting of corners by the loan servicing organizat...

Inflation expectations

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The recent rumors of an imminent second round of quantitative easing (QE 2.0) by the US Federal Reserve has sent ripples throughout the enti...