Sample Our Reports, Presentations, & Market Insights
U.S. Treasury’s International Capital Statistics Update Tables and comments detailing foreign investment through June 30, 2008 with data released on August 15, 2008. This month, we also take a look at the U.S. trade deficit in relation to...
Ethanol Economics Stabilized During Commodity Decline Ethanol distillation margins stabilized during the recent commodity price breaks, portending further food price inflation.
Trends In U.S. Trade Weights Changing trade weights over time are functions more of relative growth than of exchange rates.
<Click on chart for a larger version, see page 13> Comment A few weeks ago we discussed why the market thinks Freddie is insolvent: We believe the answer lies in Fannie and Freddie’s financial statements themselves. Recall that both...
Charts of the Week Topics Covered This Week Include: Fannie And Freddie The Federal Reserve And Comical Ideas Effective Versus Target Rate European Financials Week Housing Troubles Update on CMBX Primary Dealers Activity Different Tricks For Different VIX Crude’s Fourth Bear Market During The Bull Market Lower Gold Still Not Positive For U.S. Equities Implications… Continue reading
USERNAME: applePASSWORD: tree Due to broadcaster copyrights, the website with our video is now required to have a password (it cannot be an “open site”). When you click on the link above, you will be required to enter the username and...
A Perspective On Gasoline Demand Are We Overstating Its Influence? The decline in Vehicle Miles Traveled to-date is only one-third the size of the 1970s despite a parallel rise in price. More important, the rising productivity of motor fuel...
MarketBeat (WSJ Blog) – My Name Is Bill M., And I’m a Value ManagerA second-quarter letter released this week by Legg Mason’s Bill Miller illuminates how value fund managers are commiserating this year about their terrible returns....
How Big Are The Banking System’s Losses Now? How many really understand losses are at $800 billion now? It is worrisome that after a year the statement of facts and reasonable projections are taken as stunning news.
Housing Seasonality: A Thin Reed On Which To Cling While seasonality in the S&P/Case-Shiller national housing index is statistically significant, it is economically meaningless.
The Wall Street Journal – Lone Star’s Splash Lone Star Funds’ $6.7 billion dive into mortgage-backed assets dumped by Merrill Lynch & Co. shows how ready some investors are to move into this market when the pickings are right....
Comment In the last year, two things happened every three months. First, financial firms reported losses. Soon after that, analysts proclaimed the worst was over. For the last three quarters, these predictions of the worst being behind us have proven...