Macro Economics Archive
Todd Harrison: We’re In The Eye Of The Financial Storm
June 20, 2010 · Category: Macro Economics, Market Commentary
While the recent price action has been docile, I believe we’re in the eye of the storm, a relative calm between the first phase of the financial crisis and the cumulative comeuppance that'll flush -- ...
Posted by Greg Feirman · No Comments »
Top Gun FP Client Note: Inklings Of A Housing Double Dip
June 20, 2010 · Category: California, Federal Reserve, Macro Economics, Real Estate, Top Gun Financial Planning
In the three weeks since the start of our third quarter on May 1st, which coincided with the expiration of the homebuyer tax credit, our per community deposits and traffic were up 23% and 11%, ...
Posted by Greg Feirman · No Comments »
A Housing Double Dip?
June 17, 2010 · Category: Macro Economics, Real Estate
Everyone expected the housing market to suffer at least a temporary hangover after the government’s $8,000 tax credit expired, but not necessarily this much. Preliminary data from around the country indicates that the housing market ...
Posted by Greg Feirman · No Comments »
Top Gun FP Client Note: Cyclical Tailwinds Versus Secular Headwinds
June 5, 2010 · Category: History, Macro Economics, Market Commentary, Sentiment Analysis, 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 ...
Posted by Greg Feirman · No Comments »
HP’s Hurd: “Exceptional Quarter”
Outstanding quarter from Hewlett Packard (HPQ): Revenues up 13% from the year ago period which is a big increase for a company of this size. All goods categories (servers, computers, printers, supplies) were strong. Net income ...
Posted by Greg Feirman · No Comments »
Economics Professor James Galbraith: The Danger Posed By The Deficit Is “Zero”
May 13, 2010 · Category: Economics, Macro Economics
Also see "Galbraith: The Danger Posed By The Deficit Is "Zero"", Ezra Klein, The Washington Post Online, May 12
It is incredible how stupid some economics professors are. On this subject also see:
"Dumbass Ideas From Economists", ...
Posted by Greg Feirman · No Comments »
Cisco’s Chambers: “It Doesn’t Get Any Better Than This”
It doesn't get any better than this.
- John Chambers, CEO, Cisco Systems
Blowout quarter from Cisco: Revenues up 27% year over year to peak levels seen in the May-July and August-October 2008 quarters. Non-GAAP Net Income ...
Posted by Greg Feirman · No Comments »
April ISM Manufacturing Index At Highest Level Since June 2004
May 3, 2010 · Category: Macro Economics, Market Commentary
Blowout April ISM Manufacturing Report coming in at 60.4 - the highest level since June 2004. New orders were particularly strong at 65.7.
This is in line with a bunch of other data points showing a ...
Posted by Greg Feirman · No Comments »
Intel Reports “Best First Quarter Ever”
Blowout quarter from Intel (INTC). Revenues of $10.3 billion compared to analyst estimates for $9.8 billion. EPS of 43 cents compared to analyst estimates of 38 cents. Last year's first quarter had revenues of $7.15 ...
Posted by Greg Feirman · No Comments »
Jeremy Siegel (Bull) Vs. Robert Shiller (Bear)
April 13, 2010 · Category: Macro Economics, Market Commentary
Jeremy Siegel, Professor of Finance at the Wharton School at the University of Pennsylvania, and Robert Shiller, Professor at Yale University, are two of the most high profile academics in the investment world. Both are ...
Posted by Greg Feirman · No Comments »
