Author: Andrew Horowitz

WorldWide Inflation Monitor – So, Is There Inflation or Not?

World wide commodity prices have been on the rise. The charts below provide a good look at the year-to-date view of just how much of a rise has occurred. Some have seen moves 30, 40 or even 50%, year to date.

Commodities 20101116

Looking at the same information from another angle,...

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Links and Reading for November 17th

Some of the more interesting and important items for November 17th :

500 Internal Server Error – 500 Internal Server Error
Microsoft’s Web-Calling Unit Lures Boeing, Aims for $1 Billion in Revenue – Bloomberg –
Target sees holidays boosting sales to 3-year high – That would be good, since the last...

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A ChartFest of Today’s Economic Releases – Mixed Results

Well, still no inflation…..

October Core CPI M/M +0.0% vs +0.1% consensus; prior 0.0%
October CPI M/M +0.2% vs +0.3%   consensus; prior +0.1%

But housing starts are trending lower again:

October Housing Starts 519K vs 600K ; M/M change -11.7%

And finally, Mortgage apps dried up…

MBA Mortgage Applications -14.4% vs +5.8% Prior

(Click on...

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TIC Flows- More like OUTFLOWS

September Net Long-term TIC Flows were $81.0 billion. The prior report showed an inflow of $128.7 billion.

Foreign interests are still buying, but we are also seeing a noticeable change to the amount of purchases. Several countries are actually redeeming more of late.

China has been adding positions, but at a much...

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DHUnplugged Episode #90- QE2, Ireland and Bad Charts

Here is our latest conversation . new insights for anyone who invests in anything.

Is the government STILL lying about inflation?.

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

Listen to reasons why and then take a look...

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