Comments for NEW$ TO U(SE)

Comment on JOB CREATION RESUMES IN US by The US Employment Really Improving? – VicktorCapitalist

The US Employment Really Improving? – VicktorCapitalist — Mon, 08 Mar 2010 13:06:05 +0000

[...] US Employment Really Improving? From the blog Carpe Diem (hat tip Infectious Greed) “Monster Index Shows Widespread Employment Gains; 1st Positive Annual Growth Since 2007″: (Carpe Diem ) The Monster Employment Index rose by ten points in February, as employers resumed [...]

Comment on Euro-Zone GDP Growth Slows by Daily Forex Report – USD higher, jobless claims fall, pending home sales tank

Thu, 04 Mar 2010 17:49:59 +0000

[...] NEW$ TO U(SE) » Blog Archive » Euro-Zone GDP Growth Slows [...]

Comment on HOUSING SUPPLY MANAGEMENT CONTINUES by Denis Ouellet

Denis Ouellet — Tue, 02 Mar 2010 12:02:25 +0000

I started with Blogger but switched to WP 2 months ago after B suddenly froze on me. Very happy with WP, much better platform than B.

Comment on HOUSING SUPPLY MANAGEMENT CONTINUES by Jerry Brinkmann

Jerry Brinkmann — Tue, 02 Mar 2010 05:43:46 +0000

Hello just stumbled your site and have been reading some of your posts and just wondering why you selected a Wordpress site dont you find it hard to do anything with? Been thinking about starting one.

Comment on US EQUITIES VALUATION ANALYSIS: DUCK, YOU (HAPPY) SUCKERS! by Q4 Earnings Update: Not Bad for an Economic Malaise | Wall St. Cheat Sheet

Q4 Earnings Update: Not Bad for an Economic Malaise | Wall St. Cheat Sheet — Tue, 23 Feb 2010 05:11:22 +0000

[...] I did my last equity valuation post on December 8 (US EQUITIES VALUATION ANALYSIS: DUCK, YOU (HAPPY) SUCKERS!), Q4 2009 estimates were $16.75; actual eps came in 3.5% higher. Estimates for 2010 have risen 4% [...]

Comment on WHEN THE FED STOPS THE MUSIC (II) by Denis Ouellet

Denis Ouellet — Sat, 20 Feb 2010 14:14:04 +0000

Thanks for these details. Trends in corporate profits and inflation (i.e. long term rates) will be key factors in how equities react to the rising headwind coming from higher short term rates.

Comment on US CORE CPI DECLINES 0.1% IN JANUARY by Denis Ouellet

Denis Ouellet — Sat, 20 Feb 2010 14:10:13 +0000

You are right. Manufacturers are indeed saying that their input costs are rising. However, the continued weakness in final demand prevents them from passing these cost increases along to the end consumer. How long will this margin squeeze go on? Only when employment will begin to rise are we likely to witness stronger final demand. In the meantime, core inflation remains muted and everybody is impacted by rising ”non-core” inflation.

Comment on US CORE CPI DECLINES 0.1% IN JANUARY by Shane Merritt

Shane Merritt — Sat, 20 Feb 2010 13:38:50 +0000

They’ve taken food and energy out of the “inflation index” I’m just wondering if they’ve taken the inflation out too now? If you look at the PPI of +4.6% Year Over Year, I’m wondering if the manufacturers, who actually have to buy things for their manufacturing processes are believers in no inflation and I’m also a bit curious as to why there’s an absence of belief that this cost will not be passed on to consumers?

Comment on WHEN THE FED STOPS THE MUSIC (II) by Wayne Whaley

Wayne Whaley — Fri, 19 Feb 2010 22:19:10 +0000

That is an interesting angle to take and I appreciate the heads up. My thesis was based more on the impact of first time rate hikes, when interest rates were extremely low.

http://www.tradersnarrative.com/the-effect-of-first-rate-hikes-on-the-stock-market-3649.html

And even with the difference approaches to the study, the results don’t conflict that much, as your study shows solid gains for all time periods except 3 mts. Also the negative average returns for the 3 mt period were driven heavily by the one data point encompassing the 87 crash when bond yields were at 9% in an overheating economy, much different than today’s environment. Some would probably argue that the Sept 87 Discount Rate hike is probably a questionable data point for this study because it followed a previous Fed Funds Rate hike in April of 87.
Let’s see how it turns out.

Comment on UK EMPLOYMENT TO WORSEN by M Smith

M Smith — Wed, 17 Feb 2010 11:55:31 +0000

Hmmm, really?

Here’s what I read :

http://freelancesupermarket.com/news/2010/2/17/contract-work-and-freelancing-will-benefit-from-increased-confidence.aspx

Contract work and freelancing will benefit from increased confidence

The latest official unemployment figures are due out today [Wednesday] and confidence seems to be returning to the jobs market.