Macro Economics Archive
Top Gun FP Client Note: Out Here In California
NOTE: Every week I write a Client Note for my clients. For a limited time, I am allowing non-clients to sign up and receive the Client Note. You can sign up at the top right ...
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Hussman: Wave Of Mortgage Resets Coming
March 17, 2010 · Category: Macro Economics, Real Estate
To reiterate what the reset curve looks like here, the 2010 peak doesn't really get going until July-Sep (with delinquencies likely to peak about 3 months later, and foreclosures about 3 months after that). A ...
Posted by Greg Feirman · No Comments »
NYT: The Debt Comes Due In A Big Way Starting In 2012
March 17, 2010 · Category: Macro Economics
An avalanche is brewing in 2012 and beyond if companies don't get out in front of this.
- Kevin Cassidy, Senior Credit Officer, Moody's
The companies have nearly two years to push out the 2012 maturity wall.
- ...
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Top Gun FP Client Note: Impressive 4th Quarter Earnings II - Retailers
March 8, 2010 · Category: Macro Economics, Market Commentary, Stocks, Technical Analysis, Top Gun Financial Planning
NOTE: Every week I write a Client Note for my clients. For a limited time, I am allowing non-clients to sign up and receive the Client Note. You can sign up at the top right ...
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Top Gun FP Client Note: Impressive 4th Quarter Earnings
February 25, 2010 · Category: Macro Economics, Market Commentary, Stocks, Top Gun Financial Planning
NOTE: Every week I write a Client Note for my clients. For a limited time, I am allowing non-clients to sign up and receive the Client Note. You can sign up at the top right ...
Posted by Greg Feirman · No Comments »
Mark Hart, The 37 Year Old Texas Hedge Fund Manager Who Bet Against Europe’s Debt And Won
Bloomberg ("Corriente Said to Pay Backers After Europe Debt Bets", Bloomberg, February 23) and The Wall Street Journal ("How A Texan Bagged Europe", Gregory Zuckerman, The Wall Street Journal, February 24, C1) reported, and the internet is abuzz ...
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“Dollar Crisis” Author Richard Duncan On Europe’s Closing Bell
February 23, 2010 · Category: CNBC, Macro Economics
Richard Duncan's The Dollar Crisis: Causes, Consequences, Cures (1st Edition: 2003, 2nd Edition: 2005) is one of the best books of applied macroeconomics I've read and it is what really stimulated my thinking when I ...
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HP Numbers Tell Same Store Of Tech Recovery As Intel And Cisco
February 22, 2010 · Category: Macro Economics, Stocks
[Growth] was pretty broad and pretty linear. Most of our segments saw very good growth.
- Mark Hurd, CEO, Hewlett Packard
Last Wednesday afternoon, tech behemoth Hewlett Packard (HPQ) reported earnings for the quarter ended January 31, 2010 ...
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Lowe’s Results Suggest Stabilization
Our fourth quarter results suggest the worst of the economic cycle is likely behind us. While the psychological impact of falling home prices and an uncertain employment picture continue to weigh on consumers, improving comparable ...
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Top Gun FP Client Note: Two Stocks For A Range Bound Market
February 19, 2010 · Category: Business and Investment Philosophy, Income Investing, Macro Economics, Market Commentary, Options, Portfolio Management, Stocks, Top Gun Financial Planning
In range bound markets, 90% of the return comes from dividends.
- Vitaly Katsenelson, author of Active Value Investing: Making Money In Range Bound Markets (Wiley, 2007), on CNBC's Closing Bell, Tuesday February 16
In last week's ...
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