Sunday, August 5, 2012

Sunday Link Dump

Seasonal adjustments and Birth/Death Model were THE cause of rising employment figures according to Zero hedge

.....while the quality of jibs is very low

Shiller is saying his index is up due mainly to seasonal factors, bubbles forming in some regions 

However, the Case-Shiller Index shows housing prices have stabilized, and may indicate a housing recovery...

...While Ed Harrison from Creditwritedowns.com does not think this will be the case.

My take is that housing is in a bottoming process (much like a bottoming process following other bubbles) and there will be fits and starts to the recovery. On the positive side, investment home buyers have the ability to be cash-positive. On the negative side, I would suspect a great number of potential home sellers are sitting off the market waiting for prices to rebound. These potential sellers will keep prices low.

According to a post on theTrader, a major sell signal has been tripped

James Bianco via Barry Ritholtz's The Big Picture showing that market may be overvalued when capitalization is compared to GDP- at least as compared to history.

The world industrial sector is in decline

New car sales a disappointing -  this comes as reports of car companies extending credit to sub prime lenders (here, here, and here) to boost car sales. Have we not gone that path before?

Bill Gross on  the death of the cult equities

Coal inventories as a way to look at what is actually going on in the Chinese economy

Time to bone up shadow banking 
      ..... and their influence on money market funds

The pros-cons of Fed Policy

Mapping Municipal Bankruptcies- this could be an interesting app going forward.

Too much to think about while wrapping my head around in the India blackouts- It highlights the infrastructure problems we all face and the massive investment that is needed. Interesting in that most problems with infrastructure are man-made. Also interesting as it shows the structural energy supply deficit that India's economy faces, especially in regards to coal.

U use poore grammer on the job and the jobe hunt, dont

Great quake distributions likely be random through time

Boost your memory

Improve your professional network

Trillion dollar lies 

No comments:

Post a Comment