70 Words

Bad Debt

08/30/2011

Total debt is the sum of all IOUs ever issued by the Treasury and is (egad) 98% of GDP. Total debt is the sum of the public debt–which is held by individuals, foreign gov’ts and financial institutions–and is 61% of…

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Inflation? What inflation

08/29/2011

Researchers at the Federal Reserve Bank of San Francisco find that 2.7% of consumer spending went to Chinese made items. Moreover, for every $1 spent on Chinese made goods, fully 55 cents goes to US businesses for services like shipping,…

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Gimmie Shelter

08/26/2011

The Friday File: The US Tax Court just ruled that under the Parsonage Allowance of 1921 an ordained clergy member may now live tax-free in an UNLIMITED number of homes owned by his or her religious organization, or receive a…

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Sell Phone Patents for Sale

08/25/2011

Google’s $12.5 billion purchase of Motorola Mobility, and its 17K patents, will get FTC and Justice Department approval. After all, it’s a big company picking up a small one in a very different space. The big concern is that Google…

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Quantitative Easing 3?

08/24/2011

QE worked miracles by injecting massive liquidity into the economy in ’08 and ’09, and staved off a depression. While smaller, QE2 boosted equity prices and weakened the $US which boosted exports, raised commodity prices and headline inflation. If we…

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Here a Credit, There a Credit

08/23/2011

House prices are currently weak in the UK, France, Germany Ireland, Italy and the US. But they are way up in Canada, China, Hong Kong, Israel, Singapore, S. Africa and Sweden. Why? The former countries had a housing bubble that…

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Weak. Very Weak.

08/22/2011

Weak in review: 10-yr Treasury rates fell to their lowest level since 4/50 and the stock market plummeted! This was due to the unfolding Euro disaster, a benign fear of long-term US inflation and a dismal Philly Fed number, a…

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There’s a Tear in my Beer…

08/19/2011

The Friday File: Due to costly raw materials and slow growth, a wave of consolidation is pouring over the beer industry. The 4 biggest breweries; Anheuser-Busch-InBev, SABMiller, Heinekin and Carlsberg all foreign (the biggest US owned brewery is Sam Adams),…

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LIBOR Losing Relevance

08/18/2011

The London Interbank Offered Rate (LIBOR) is losing relevance. Outstanding LIBOR borrowings have fallen 63% in the past 3 years and it has failed to capture turmoil in the banking sector due to the Euro crisis. Why? Central banks around…

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Europeans in Denial

08/17/2011

Euro leaders continue to deny the debt crisis they face. Rather than boosting the size of the Euro Stability Fund, which would give investors in Italian and Spanish bonds confidence, they ban short selling for a few weeks, get the…

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