Archive for May, 2009:

Is the Stimulus Working? Depends On the Meaning of “Working”

{ Posted on May 29 2009 by Brian Doherty }
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Categories : All, Reason Magazine - Economics
Economist Arnold Kling: As we know, most of the stimulus spending does not take place until next year and beyond, so the short-run gains are puny. On the other hand, the big increase in the projected deficit creates ...Read More »

Bank Warns Customers: Your Mortgage Is Toast!

{ Posted on May 29 2009 by Joe Weisenthal }
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Categories : All, Clusterstock
If you're interested in what's been happening in the mortgage market this week, then run to the Field Check Group blog, which continues to deliver some awesome on-the-ground reporting of the industry. The letter below was sent from a major bank ...Read More »

The Sad Death Of Picking Stocks

{ Posted on May 29 2009 by Joe Weisenthal }
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Categories : All, Clusterstock
All this week, CNBC has been interviewing fund managers from the Morningstar conference, and of course they all have this or that rationale for buying this or that stock. Some like commodities. Some like consumer durables. Some like defense plays. ...Read More »

1 Nuke Test Is A Security Crisis, 7 Is A Statistic

{ Posted on May 29 2009 by Joe Weisenthal }
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Categories : All, Clusterstock
So apparently North Korea fired off another test missile. That follows a few scattered throughout the week, and of course the big underground test this past weekend, which sent tremors that could be felt all over the world. Obviously, Kim Jung ...Read More »

Market Orders Can Burn

{ Posted on May 29 2009 by Ockham Research Staff }
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Categories : All, Ockham
A coworker passed along a blog post with an anecdote about the oft forgotten danger in placing a market order trade.  Although the story is nearly a year old, it seems that this is a lesson worth repeating: the price ...Read More »

Open thread May 29, 2009

{ Posted on May 29 2009 by Rdan }
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Categories : All, Angry Bear
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Wait, Commercial Real Estate Lending Isn’t Totally Dead

{ Posted on May 29 2009 by Joe Weisenthal }
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Categories : All, Clusterstock
There's been plenty of talk about the commercial real estate "tidal wave", the trillions in loans that will come due for refinancing over the coming years, and the high prospects of default for even well qualified lenders. But as the Deal ...Read More »

Liberaltarianism Redux, Plus Survivalists vs. Cosmopolitans

{ Posted on May 29 2009 by Matt Welch }
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Categories : All, Reason Magazine - Economics
Supply-sider and occasional Reason contributor Bruce Bartlett goes to one of those liberaltarian dinners in Washington, D.C. and expresses hope that "the dialogue continues." Along the way he makes some characterizations of Planet Libertarian (and, later in the column, ...Read More »

Dell Not Ready to Call the Bottom

{ Posted on May 29 2009 by Ockham Research Staff }
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Categories : All, Ockham
In contrast the tone of some optimistic technology companies, Dell (DELL) reported on Thursday evening that the bottom in sales of computers could still be ahead.  Recently, Intel’s (INTC) CEO said he was confident that the worst was behind them ...Read More »

Meet The New, Optimistic Consumer

{ Posted on May 29 2009 by Joe Weisenthal }
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Categories : All, Clusterstock
After the good consumer confidence numbers earlier this week, we got another nice dose out of the University of Michigan, which said that consumer sentiment had a nice bump up in May. 68.7! Awesome! We don't put much stock in the ...Read More »
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