Pleasantly Plump? Or, What if Beauty is Not Truth?
As a libertarian, I’d prefer it were the case that we’d be better off with a government that did not regulate the environment, force people...
Category : Home
AAR: Rail Traffic “mixed” in December
From the Association of American Railroads (AAR): AAR Reports Mixed Annual and Monthly Traffic for December The Association of American Railroads (AAR) today reported mixed...
The 30 Best Performing Hedge Funds of 2012
The lists ranking the top performing hedge funds are piling up,...berg has released its own version of Top hedge funds of 2012. The data includes...
Friday: Employment Report
The key report of the week will be released Friday morning: the December Employment Report. The consensus (see below) increased today based on the better...
Surprise from the FED
In early trading of 2013, currencies have been reasonably lively, with healthy intraday moves in most pairs. Gains from the first trading day have been...
Rail Traffic Declines to Start 2013
The first reading on rail traffic showed a modest decline to -0.1%. The beginning of the year is usually a volatile period for rail traffic...
60% of Spanish Companies are Losing Money, Social Unrest Evident; Unemployment Rate Drops
In an interview with the newspaper La Razon, Rosell said that "social unrest is evident and the business world is no exception." The private sector...
No Debt Fix In Sight
The election is over, the fiscal cliff is over, and the problems remain. For the past several years on this blog I have been showing...
NGDP Now Has Nowhere to Hide
Back in late 2008 I was horrified to see NGDP growth expectations plunging sharply. This is exactly what a modern central bank is supposed to...
Emerging Market FX: The “Generational Trade”?
In short – Yes, and no… Emerging market currencies have undergone massive re-rating over last decade. In many cases they are still undervalued on a...