70 Words

Euroland, no Disneyland

08/30/2012

To keep Spain and Italy in the euro, the ECB must buy Italian and Spanish bonds, as nobody else will. And, it can only do so if Merkel allows it. Separately, there’s the possibility that the German Constitutional Court will…

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Currency Clash

08/29/2012

When the Fed announces a third round of quantitative easing, expect unintended cross-currency consequences. Last time, the dollar fell against a host of currencies, but now central banks in many of those same countries will actively intervene to prevent their…

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Cruisin’ for Consolidation

08/28/2012

With Hertz’s purchase of Dollar-Thrifty, the number of major players in the rental-car industry is down to just three. Enterprise Holdings, owner of Alamo, National and Enterprise, controls 53% of the market. Following the merger, Hertz-Dollar-Thrifty will hold 23% of…

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Doctor Doctor, Gimmie the News

08/27/2012

In the mid-2000s, American made roughly 160 million doctor visits/year. Since ’09, that number has fallen to 140 million, and has stayed there. Thus, real US per-capita spending on healthcare has been growing at just 2.1%/year, down from 4.3%/year earlier…

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Paint by Numbers

08/24/2012

The Friday File: The fine art market isn’t overpriced because it’s not part of the normal economy. Prices for fine art are determined by the super-rich — and they have been doing very well. So, if you think income inequality…

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Bigger GDP, Smaller Carbon Footprint

08/23/2012

While GDP grew by 1.8% in ’11, carbon emissions fell by 2.4% and total energy consumption fell by 0.5%. Better yet, since ‘90, GDP has risen 66% while carbon emissions have risen just 9%! A major reason for this is…

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Watching Wages Worsen

08/22/2012

Real median household income (RMHI) fell from $51,190 in ’09 to $50,046 in ’10, a drop of $1,144! Not one state showed an increase. Between ’08 and ’09, only ND experienced a rise. Between ’07 and ’08, KS, LA, NY,…

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It’s a Gas!

08/21/2012

To reduce greenhouse gases, the UN gives firms more carbon credits (that they can sell on the open market) the more destructive the gases they capture and destroy. Rather than ridding the planet of these gases, firms now, ironically, produce…

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Apple Powers Portfolios

08/20/2012

With today’s record closing price of $665.55, Apple, Inc. has a market value of $621 billion, far outpacing #2 Exxon Mobile at $405 billion. More interesting, Apple can now lay claim to being the most valuable company ever, edging Microsoft…

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It’s Ruff Outside

08/17/2012

The Friday file: After rising for decades, and peaking in ’06, the number of households with a pet fell between ’06 and ’11. The decline was due to the lousy economy and more Americans living alone. In ’91 there were…

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