Recent comments by sum luk

… feel free to reignite the correction before I get back.

Belmont wrote:

Aunt Janet only knows one tune. The print disco.

… get ready for the post taper waltz

Belmont wrote:

When will the music stop?

… when Janet changes the tune

arthur_dent wrote:

from many different perspectives, asset prices are very expensive.

… from: Marc to Market: Trade and the Impact of the Stronger Dollar

The Federal Reserve real broad trade weighted measure of the dollar is updated at the end of the month. It finished last year near 84.96. As of the end of August, it was just below 85.70.

The dollar rose against all the major and emerging market currencies in September. The only exception, according to Bloomberg, is the Chinese yuan, which appreciated less than 0.1%. The broad trade weighted dollar index likely increased between 3-4% here in September.

Firemane wrote:

numbers from the same line item

… 160º

arthur_dent wrote:

The Q Ratio and Market Valuation: Monthly Update

… interesting that the post 2000 drop appears more precipitous than its 2007 counterpart.

KarmaPolice wrote:

Oil Prices Fall and the Global Economy Wins - Businessweek

.. well orchestrated

arthur_dent wrote:

the data gives the impression that the 6 mo and annual inflation rate has at least flattened out. Will be interesting to see if it holds near the Feds target.

… from: Behind the Numbers: PCE Inflation Update, August 2014 - Dallas Fed

The six-month trimmed mean inflation was an annualized 1.9 percent in August, unchanged from July, while the six-month headline rate dipped to 1.8 percent from 2 percent a month earlier. The 12-month trimmed mean rate held steady at 1.7 percent for a fourth straight month, while the 12-month headline inflation rate ticked down a tenth of a percentage point to 1.5 percent.

Since our rule-of-thumb forecast for headline PCE inflation over the next 12 months is just the current 12-month trimmed mean rate, we expect headline PCE inflation to pick up slightly from its current 1.5 percent rate over the coming year.

Rajesh wrote:

Eurostat said consumer prices in the 18 countries sharing the euro rose 0.3 percent year-on-year, slowing from 0.4 percent year-on-year increases in August and July.

Trimmed Mean PCE Inflation Rate - Dallas Fed

Outsider wrote:

Did energy sources change?

from: How prominent are European renewables?

Readers of European news might be forgiven if they thought that wind turbines and PV panels, both heavily promoted and subsidized by many governments, lead the charge toward the continent’s renewable future. Actually, “solid biofuels” continue to be by far the largest category. In plain English, solid biofuels are wood, the oldest of fuels, be it trunks directly harvested for heat and electricity generation and burned as chips, or large amounts of wood-processing waste — a category particularly abundant in the EU’s two Nordic members with large forestry sectors. In 2012, 80 percent of Finland’s and 52 percent of Sweden’s renewable energy came from wood, and the average for EU-28 was 47 percent; even for Germany, the most aggressive developer of wind and solar, it was about 36 percent.

Rob Dawg wrote:

a sign of serious market nervousness.

Ticker Sense

… spend 'em if ya got em ~ use credit if you don't

Former Idealist wrote:

$2.8-$3 TRILLION

… we're rich !!

Former Idealist wrote:

If the NAR says down 2.2% you can safely multiply that by 4.

...from: Foreign Investors in U.S. Real Estate | Global Macro Monitor

The Chinese were the biggest foreign buyers of U.S. real estate last year, in dollars, but Canadians ranked first in transactions, says the National Association of Realtors.

International sales reached $92.2 billion (April 2013 through March 2014), an increase of 35% from the prior 12-month period.

Lets take a coffee break

… still all about shill, I see

… feel free to reignite the correction while I'm gone.

shill wrote:

Thank you for the compliment

… again, it wasn't a compliment.

shill wrote:

your posting a lot today

…. look up your own record. ….you post more frequently than anyone.

shill wrote:

my biggest fans, hence you matter.

…. dnftt

… don't stop the correction before I get back

Firemane wrote:

It's not a crash. It's a taper.

.. I'll be impressed if spx breaks 1900 ~ not that I don't trust Janet, it's just that - well, actually, I don't.

shill wrote:

Reading is fundamental.

… you should try it.

… from your link: ...so these state governments can hardly be classified as completely Republican. On the other hand, only North Carolina voted for Obama in 2008, so in that sense, these states may be leaning Republican.

bearly wrote:

the downtrodden

… the poorest states are uniformly Red Team

Outsider wrote:

… who owned the car ?

… why should anybody expect to get more than they pay for ~ I mean if you're not working for a bank.

SPOOL wrote:

Using technology to degrade and dehumanize is one possible future.

… who owned the car ?

… new home sales seem focused in the South: https://twitter.com/NickatFP/status/514793831183556608/photo/1

… I thought those were poor states.

… opps, I see the year problem

… news flash: the value of the Fed's mbs have increased so much, Janet has decided to stop printing.

arthur_dent wrote:

Commodities heading south, the global economy teetering on the brink, long bonds fighting tooth and nail to stay up, and the Fed pausing QE

Dr. Ed's Blog: Best Cure for High Commodity Prices (excerpt)

KidPsych wrote:

I do. I just don't walk around with it.

… which closet ?

Pigged

… from: U.S. New-Home Sales Surge 18% in August - WSJ

The housing market faces a key test in coming months as the Federal Reserve concludes a bond-buying program in October. The program is credited with helping to keep mortgage rates at historic lows. A rise in rates could dent affordability and further dissuade Americans from purchasing a home.

bearly wrote:

With all the extra money people are making since last year it's no surprise they don't want a mortgage, paying cash.

… from: U.S. New-Home Sales Surge 18% in August - WSJ

The housing market faces a key test in coming months as the Federal Reserve concludes a bond-buying program in October. The program is credited with helping to keep mortgage rates at historic lows. A rise in rates could dent affordability and further dissuade Americans from purchasing a home.

… it's called a cartel for a reason

Former Idealist wrote:

Find Your Foundation

… I say he copied that out of a book.

Belmont wrote:

Everyone has nicely de levered and learned to live within their means....no need to keep a credit balance....now we can lever again.

http://si.wsj.net/public/resources/images/EI-CJ222A_OUTLO_D_20140921150310.jpg

dilbert dogbert wrote:

Delinquency Rate on Credit Card Loans at Historical Low | St. Louis Fed On the Economy

… student loans aren't due yet

Former Idealist wrote:

Yet you dopes believe this unrelenting bullshit day after day, month after month..

… we're sorry to bore you, perhaps you should find another place to post your never ending pointless complaints.