Month: June 2011

Booming Israeli Economy

06/29/2011

The Israeli economy is booming! Unemployment is 6%, house prices are rising at a healthy clip and construction activity is ubiquitous. In 2 days, I have counted over 100 over cranes in use and new multifamily construction is literally, skyrocketing.…

Read More

Legal Labels!

06/28/2011

Last week the Supreme Court shielded makers of generic drugs from suit as long as their labels follow the brand-name (BN) counterpart. As a result consumers harmed by inadequate warnings can obtain relief only if they purchase BN drugs. The…

Read More

Cottage Cheese Boycott

06/27/2011

Greetings from Jerusalem! Amazingly, the big issue here is the high cost of cottage cheese! An 8 oz tub costs $2, twice the price it is in Europe. Consumers are outraged and are boycotting all cottage cheese. The high price…

Read More

Car Rental Rationality?

06/24/2011

Airlines and hotels charge cancellation fees but not car rental firm. Why? I think it’s because car renters usually arrive by plane and then go to a hotel. The car rental agency can thus free ride on the cancellation policies…

Read More

New House Sales Slide

06/23/2011

You are in a whole new universe when existing and new housing sales slide 3.8% and 2.1% in a month and it’s treated as good news! The peak in new sales was 1.39 million in 7/05. The Median price of…

Read More

Unfunded Liabilities

06/22/2011

Advanced economies with aging populations have made lavish spending promises that are unafforadable absent huge tax increases. In Canada the “unfunded” amount is 7 times GDP. In Korea it is 6.8, in Spain it is 6.5, here in the USA…

Read More

Moral Hazard

06/21/2011

Ideally Greece would leave the Euro, default on its debts, and get on with its economic existence. But, leaving the Euro would be a disaster for the Euro zone. So the Europeans won’t let it happen. Neither will the Chinese…

Read More

Weak in Review

06/20/2011

Weak in Review: The latest jobless claims numbers are still troublesome. The key takeaway is that first time claims have now exceeded 400k for 10 weeks in a row and the four-week moving average is stuck at 425k. Moreover, the…

Read More

Recession Reduces Romance

06/17/2011

US births fell for a 3rd straight year. Births peaked at 4.3 million in ’07 but by ’10 births were just 4 million. In ’08 and ’09 the only increase in births was for women over 40. The decline is…

Read More

Texas; #1 in Job Growth

06/16/2011

37% of all net new jobs created since the recovery began were created in TX. TX has added 265K net jobs. NY was 2nd with 98K, PA 93K. TX is also one of 4 states that has more jobs now…

Read More

Recent Posts

Categories

Archives