tag:blogger.com,1999:blog-34323687.post7576937082645141083..comments2024-03-29T03:19:56.674+00:00Comments on Macro Man: Dissecting Some DataMacro Manhttp://www.blogger.com/profile/12324967552369915949noreply@blogger.comBlogger6125tag:blogger.com,1999:blog-34323687.post-47121123379394736242014-05-02T01:03:00.994+01:002014-05-02T01:03:00.994+01:00Even though I'm certainly old enough to know t...Even though I'm certainly old enough to know that Rodriguez song, it was new to me. Good one! <br /><br />- WhammerAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-21944517605422125222014-05-01T19:29:58.613+01:002014-05-01T19:29:58.613+01:00Might I suggest "This Is Not A Song, It's...Might I suggest "This Is Not A Song, It's an Outburst" by Detroit native Rodriguez? 40 years after its release and it doesn't really sound out of place...Macro Manhttps://www.blogger.com/profile/12324967552369915949noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-49855834349838319082014-05-01T17:31:39.915+01:002014-05-01T17:31:39.915+01:00C Says
Totally off subject. I am struck more and m...C Says<br />Totally off subject. I am struck more and more how todays global unrest amongst (you name it) countries resembles the late 60's and 70's. Issues from labour organising in some emerging through to social unrest via nationalistic notions. God ,you know what I do believe I might still have my Scott MacKenzie 45 somewhere here. I think we will have pick a different destination to march to as San Francisco is just too expensive. I'd suggest Detroit ,but the lyrics don't work that well.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-54066782819811796212014-05-01T16:10:03.886+01:002014-05-01T16:10:03.886+01:00"year-over-year headline PCE +1.15% & co... "year-over-year headline PCE +1.15% & core-PCE +1.21% both < FOMC 2% target"<br /><br />https://twitter.com/BobBrinker/status/461880164448612352/photo/1Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-78590636709911923302014-05-01T15:43:56.032+01:002014-05-01T15:43:56.032+01:00Nice post MM, you know the market is giddy when th...Nice post MM, you know the market is giddy when the Fed even points to a recovery in GDP which they have been notoriously poor at predicting. But it seems like 2011 or 12 all over again, no one cares what IS happening but what might happen. 3% growth at some point I guess. <br /><br />Otherwise earnings have been decent, but the rotation out of small cap and Nasdaq is very concerning still, they cant buy a bid yet. Housing, like mentioned before is still a question mark. The builders seem confident but if we dont see it in the numbers by June I think something will have to give (home prices or the stock market for all housing related)<br /><br />As for the CapEx cycle, I have been thinking, perhaps the knowledge economy you dont spend as much on R&D and now with startup nation 2.0, you just acq-hire talent/infrastructure. Certainly the pharma model is moving towards it (Valeant). However if you look at the MLPs they certainly are spending (and issuing)abee crombiehttps://www.blogger.com/profile/13320039155613443039noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-47049608606315413332014-05-01T09:45:52.109+01:002014-05-01T09:45:52.109+01:00May day May day
of the many short gammas on flash...May day May day<br /><br />of the many short gammas on flash May 6th, who had the balls to stick to edging close to close uh?<br /><br /><br /><br />happy May first - we love MayNicohttps://www.blogger.com/profile/06532015745155347229noreply@blogger.com