Is Japan’s Inflation Failing?
By Biiwii We begin with NFTRH.com’s post from July 16 noting the message I got from a former associate (from my previous life as a manufacturer)… “Just an update for you, some disturbing news has...
View ArticleState of the US Economy
By Biiwii Actually, this work is by Nick at FloatingPath, an excellent aggregator and illustrator of financial data. Click the graphic for the full PDF from FloatingPath.com. Very well done! The post...
View ArticleGPD +3.7%; Another Parallel to 2000
By Biiwii GDP +3.7%; Another Parallel to the Run Up to 2000 As we have been noting for months now, we are in the back end of the economic expansion, where growth in consumption of services is driving...
View Article“No Recession, But…”
By Biiwii Excerpted from the September 13 edition of Notes From the Rabbit Hole, NFTRH 360… I am personally not yet convinced an ultimate bull market top is in despite the obvious similarities of the...
View ArticleFloating Path Updates Economic Data Charts
By Biiwii As I have noted before, I highly recommend that you econo-geeks put a bookmark on FloatingPath.com, because Nick puts pictures to the raw economic data usually delivering the day’s relevant...
View ArticlePlaying Swami on Jobs
By Biiwii [edit] +142,000… (BLS release). I’ll not give up my day job as a market manager. They’d laugh me right out of the Sacred Society of Gurus. Hey, at least the Squid was worse; I read a blurb...
View ArticlePost-Jobs; Gold-, Goldman+
By Biiwii I was out all morning and just got back to the huge ‘jobs’ festivities at +271,000 with USD springing upward and interest rates continuing an alignment that is very adversarial to gold (all...
View ArticleSEMI Book-to-Bill Ratio Decelerates as Expected…
By Biiwii As posted at NFTRH.com… SEMI Book-to-Bill Ratio Decelerates as Expected, Semis Not Under Valued I see analysis out there discussing the Semiconductor sector as a whole as being under valued...
View ArticleArmstrong 3+ Decades Late on Manufacturing
By Biiwii As you may know, certain things get stuck in my craw from time to time because I came from industry, not from the abstract world of stock markets, finance and Keynesian economics. In short,...
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