http://www.wallstreetnuggets.com better investments with better data Wed, 01 Apr 2009 03:07:44 +0000 http://backend.userland.com/rss092 en The February savings rate was quite encouraging again.  If it stays in the 2-4% range, it would appear to be a silver lining to the current recession. The above plot is for monthly personal savings relative to disposable income (seasonally adjusted) since 1990.  I would expect some additional trends to set ... http://www.wallstreetnuggets.com/?p=670 Are we seeing a turning point in the amount of real estate loans outstanding at commercial banks?  As can be seen in the graph below, the amount of real estate loans at commercial banks as tracked by the Federal Reserve has been steadily climbing for the past twenty years. We only ... http://www.wallstreetnuggets.com/?p=668 The recent publication of the unemployment numbers for February was indeed sobering, with the number of unemployed over 16 years of age exceeding 12 million, and breaking the previous record high of 12.05 million, set in December of 1982.  Given some expected delay before the impact of the stimulus package ... http://www.wallstreetnuggets.com/?p=663 "The curfew tolls the knell of parting day, The lowing herd wind slowly o'er the lea, The ploughman homeward plods his weary way, And leaves the world to darkness and to me." The closing bell bids adieu to market hopes and dreams.  And lemmings rush headlong over the edge in irrational exuberance to depths ... http://www.wallstreetnuggets.com/?p=661 The personal savings rate has been an extremely volatile time series in recent years, and certainly a cause for concern as it dropped essentially to zero in October, 2001.  However, there have been some signs of life since May of last year.  If we plot the ratio of personal savings ... http://www.wallstreetnuggets.com/?p=660 Image via Wikipedia When this question is asked, I recall a mountain climbing experience about 35 years ago at Mt. Tahquitz, just east of Los Angeles, when my partner and I got disoriented on a very cold and rainy day and found ourselves in the dark and fog after descending as ... http://www.wallstreetnuggets.com/?p=655 Recall that White Rabbits are defined as those members of the SigmaInverse universe for which the last reported period ended more than 160 days ago. Companies with public floats less than $75 million still have 90 days to file 10-K’s, so the fact that the gap is greater than 160 ... http://www.wallstreetnuggets.com/?p=648