Month: September 2010

Industrial Production: Half Full or Half Empty?

The recent reports for ISM are still showing that the economy is cooling. While we could try to find a silver lining in all of this (see below), it is still a very choppy recovery – at best.

Click on each chart to enlarge

From Briefing.com:

As expected, industrial production weakened...

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Retail Sales – Where Are The Hotspots?

The retail sales numbers came in better than expected. So, we should all be happy, right? Well, it was a bit of a sloppy back to school as the largest gains were from gas stations as the price of oil moved higher. In addition, there were some areas that were...

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Magical Monday – Terrible Tuesday?

It is Monday and we know that means either Merger Monday, Mutual Fund Monday or even Magical Monday.  

Well, it was surely a big volume morning as most traders are back to their desks. As China released their production numbers along with CPI, Asian markets were quite happy to see...

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DH Unplugged #80 – The EU About to Fail?

Here is our latest conversation . new insights for anyone who invests in anything. Among other things we discuss how to short all of Europe at once with an interesting ETF.

NEW! NEW! We are now tracking the idea stock that Andrew and John highlight in each episode. Here...

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