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- Expect a Double Dip Towards the Second Half of 2010
- Andrew Horowitz submits: Unemployment claims ebbed again and that is good. Initial claims came in under the expected amount and that is good too. Even continuing claims are trending lower, and that is good. But, to be honest, there is just so much fat you can cut off until...
- External links 2009-12-06
- Spending, Income, and Savings Report Dismal Numbers
- Andrew Horowitz submits: The numbers posted Friday are a touch concerning as we are seeing the biggest drop in spending over the past 9-months. This ties into the drop in consumer sentiment numbers we saw earlier this week. Retailers may not take well to this trend. Wages...
- External links 2009-11-01
- Will the S&P 500 Move Towards 960 or 1060?
- Andrew Horowitz submits: Here is a quick and dirty look at two possibilities for the direction of the S&P 500. One shows a magnet toward 960, which would not seem impossible. The other shows that the top end on an intermediate basis may be close to 1060. ...
- External links 2009-08-19
- Side by Side Analysis of FOMC Statements
- Andrew Horowitz submits: Last month (September 23) we saw a very small shift in a few of the key areas of the Fed statement. In particular the wording change that showed that the Fed saw economic activity has picked up following its severe downturn from “leveling out.” ...
- External links 2009-11-04
- 12 Indicators We're Watching
- Andrew Horowitz submits: Here are a few indicators we are watching. A few are showing some signs that the rally is getting strained. Last week we saw some very good news on the earnings front with a few decent economic reports. Even so, markets fell on increased volume. Not...
- External links 2009-10-26
- S&P 500 Sector Performance Amazes Investors
- Andrew Horowitz submits: The S&P 500 and other broad markets did exceptionally well this quarter. But, there were a few of the sub-sectors that really did an amazing job of amazing investors. Click below to download the pdf that breaks it down. by Andrew Horowitz
- External links 2009-10-01
- Who's Doing the GDP Spending?
- Andrew Horowitz submits: The final numbers were released yesterday for the second quarter’s GDP. The fascination with GDP is becoming more and more obvious and the media just loves to announce when a country moves positive as it can headline that “RECESSION IS OVER!” We know better though. Even...
- External links 2009-10-01
- Do ADP Payrolls Foretell Non-Farm Numbers?
- Andrew Horowitz submits: We have calculated that there is a significant correlation between the ADP Non-Farm payrolls and the BLS Non-Farm. In fact it is as high as 95% when looking at the data since the inception of the ADP numbers in 2001. So, while many have...
- External links 2009-10-01
- Charts Predict Downside for the Markets
- Andrew Horowitz submits: According to a chart that Corey Rosenbloom over at Afraid to Trade sent to me, we are seeing for the first time in a while the ominous RED color come out to visit us for the S&P 500. This is not an ordinary chart. It uses...
- External links 2009-10-04
- FOMC Minutes: A Few Clues in Red and Green
- Andrew Horowitz submits: U.S. Federal Reserve Meeting Minutes For September 23 Good and bad news mixed in, but no surprises. by Andrew Horowitz
- External links 2009-10-15
- The 10 Most Annoying Things About This Recession
- Andrew Horowitz submits: Where do I begin? There are so many things that are outright frustrating about this “economic downturn” that it makes my head spin. From our government to the banks, there are so many players that have provided conflicting forecasts that it is no wonder why there...
- External links 2009-11-18
- Economic Reports Show Mixed Results
- Andrew Horowitz submits: Yesterday’s economic reports brought a mixed bag of results. Personal consumption was better, but the core PCE continued to slide. GDP was revised downward for last quarter and reports are showing that most of the increase that we saw was due to government stimulus. Then there was...
- External links 2009-11-25
- Tuesday's Market: 86% of Stocks Up in S&P 500, While Only Financials Declined
- Andrew Horowitz submits: Interesting that after a day that the financials took the news of the $26 billion of Dubai restructuring as good news, they are selling off into a strong market. Does it say anything? Probably not… Either way, it is interesting to note that only a few...
- External links 2009-12-02
- Housing Pulls Out of Its Death Spiral
- Andrew Horowitz submits: Tuesday had a pretty well filled plate of economic news for investors to chew on. In focus were housing related reports that actually were the strongest we have seen. It is nice to see that housing is starting to come out of its death spiral, even though...
- External links 2009-12-03
- Will We See Another Manufacturing Surge Upwards?
- Andrew Horowitz submits: Disappointment was high when the ISM manufacturing number was released. Economists called for a slight drop from the previous month to 55, but the actual was down to 53.6. Again, comparatives should be easy these days. by Andrew Horowitz
- External links 2009-12-03
- Fed's Beige Book Releases Mixed Comments Yet Again
- Andrew Horowitz submits: At 2:00pm, the Fed Beige Book was released. It was, as usual, mixed. The highlights are color coded – (Red Negative, Green Positive, Black Neutral… by Andrew Horowitz
- External links 2009-12-03
- Oil and Gas Inventories Tell the Story of the Markets
- Andrew Horowitz submits: Wednesday’s report on oil and gas inventories corroborated the API numbers from the prior day. We are continuing to see a build over the past few months. This is USUALLY a sign that oil prices will begin to move lower as supply is outstripping demand. Unless of...
- External links 2009-12-04
- Foreign Treasury Holders: What Is China Doing Now?
- Andrew Horowitz submits: TIC Data and the U.S. Current Account Deficit: Foreign Investors Still Buying Treasuries That is what it looks like. With all of the huffing and hooting by Brazil, Russia, India and China, we are still seeing inflows. That’s important because someone has to foot...
- External links 2009-11-23
- What Volume Signals Indicate for the Markets
- Andrew Horowitz submits: The Baltic Dry Index is climbing at a steep slope. The dollar is declining at a steep slope. The S&P 500 is showing signs of exhaustion while gold and silver are plowing higher. At the same time, we are seeing a volume dry up...
- External links 2009-11-17
- New York Manufacturing Stalls, Retail Sales Rise (Somewhat)
- Andrew Horowitz submits: Last week we had a look at the Johnson Redbook numbers that showed a slowdown in sales. This week we are seeing another rise in the comparative numbers, but strip out autos that could be leftover from the cash-for-clunkers. Of course some is the demand from Asia....
- External links 2009-11-17
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