Macro Economics Archive
NYT: Redistribution Of Wealth At Heart Of Health Care Bill
The bill is the most sweeping piece of federal legislation since Medicare was passed in 1965. It aims to smooth out one of the roughest edges in American society — the inability of many people to ...
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Nike Shares Surge To All Time High On Good Earnings
Nike (NKE) reported a good quarter ended February 28, 2010 after the close yesterday. Revenue of $4.7 billion was up 6.6% year over year but still not at the levels seen prior to the collapse ...
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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 ...
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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 ...
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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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