The authors of The Liscio Report – a favorite of Alan Abelson and Barry Ritholtz – are now blogging, and they’re off to a fantastic start. This recent post surveys the correlations between Presidents, presidential party, and various economic indicators:
Not to spoil the suspense too much, but here are the basic conclusions. Since Franklin Roosevelt’s third term (1941–44), Democrats have generally presided over faster growth and stronger stock markets than Republicans; Republican administrations have been friendlier for disinflation…
Here are some articles of interest we found this weekend. Subscribers, make sure you’re logged in and check out our weekend portfolio update. Also, warning: information and ruminations dealing with ethics, justice, and good governance ahead, so stop reading if you are allergic to any of those things.
Michael Greenberger is the most cogent defender of the view that the recent parabolic move in oil prices is due largely to structural factors enabling manipulative speculation. In this…
Make sure the fortune that you seek
Is the fortune that you need.
- Ben Harper, “Diamonds on the Inside”
Typically, the biggest impact GDP has on the life of an options trader is the response of the markets to each new release of quarterly GDP estimates. But the whipsawing knee-jerk reactions of the markets to economic datapoints are immature and shallow, at best; traders who care only about the symbolic and immediately tradable impact of economic data are…
Tuesday, July 29, 2008
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