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rffrydr
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rffrydr
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Location: Sunny California
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 Posted: Wed Sep 01, 2010 7:02 am Post subject: |
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Coldest August in London in 20 years....no wonder they can't keep a rally going.
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rffrydr
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| Posted: Tue Jul 27, 2010 11:01 am Post subject: |
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Sometimes all it takes is a little sunshine:
http://www.managementtoday.co.uk/channel/Entrepreneurship/news/1018837/retailers-world-cup-winners-sales-rise/
Tim Melvin
Fair And Balanced
7/26/2010 3:17 PM EDT
| Quote: | | In the interest of fair and balanced I must report that this week's beach traffic was the heaviest I have seen in the past couple of years. It was brutal in both directions throughout the day Saturday. The back up at the Bay Bridge reached over 8 miles at one point during the day. That is the first time this summer I have seen this type of heavy traffic and the first Non Dover NASCAR weekend I can recall traffic backing up more than 5 miles. Returning traffic was backed up over three miles in the westbound direction. I am told some of this has to do with the addition of table games and poker to at least one of the Delaware racetracks recently but it was still a strong sign that the 80% of Americans still employed are looking for vacations and entertainment. |
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rffrydr
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rffrydr
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Location: Sunny California
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| Posted: Thu May 27, 2010 12:19 pm Post subject: |
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The beancounters and Oracles have overstepped their bounds in the case of Deere. Forgetting the absolutely crucial role of the seasons in their market and seasonal thinking in their customer, they constricted the company to a profit maximizing equilibrium point with a Wall St. time horizon undercutting even the relatively short time horizon of one year.
Deere is a metaphor. Watch for good news in the declining productivity print.
http://www.businessweek.com/magazine/content/10_18/b4176029768574.htm
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rffrydr
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Location: Sunny California
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rffrydr
Moderator
Joined: 30 Oct 2005
Posts: 16939
Location: Sunny California
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rffrydr
Moderator
Joined: 30 Oct 2005
Posts: 16939
Location: Sunny California
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rffrydr
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Joined: 30 Oct 2005
Posts: 16939
Location: Sunny California
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| Posted: Thu Feb 25, 2010 10:25 am Post subject: |
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Do you believe in the recovery? Well many are giving up with today's durables and jobless:
| Quote: | | Interestingly today we saw the reverse of what usually happens with the unemployment number. The no seasonally adjusted number actually fell while the headline went up. It was still 452,000 which is a huge number for an economy that is allegedly starting to recover. All of the numbers so far this week have indicated to me that the economy is not recovering at all. We are stuck in an extended recession. The durable goods ex defense and aircraft was horrible. Until we see jobs and real estate get better there is not going to be enough consumer demand to decide that it is all better out there. It is not |
| Quote: | Tom Graff
Durable Goods Disturbing
2/25/2010 10:01 AM EST
The drop-off in durable-goods orders (excluding transportation) is problematic. I know they revised upward the previous reading, which is all fine and good, but this number should be accelerating. The inventory rebuild period of the recovery is occurring now, and it is supposed to generate strong growth that eventually turns into strong final demand. Right now, it's not showing any trend.
I've been calling for a Fed hike in August, but some of the numbers are starting to go the wrong way. Stay tuned. |
This is where winter plays games with people's "mark-to-market" ideas.
For my part this just sets up a stronger spring and with an added push from some kind of advance on healtcare politics and a scramble for the last of the first-time buyer program. We'll see.
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rffrydr
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