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  • Treasuries stockpile builds across U.S. banks [View news story]
    I seem to remember that historically, a high T-bill/bond balance at banks is not necessarily a good sign for the economy, as it may mean banks are putting the money their instead of in making loans. While the growth in commercial and industrial loans has been healthy, I wonder how much of that represents financing mergers as opposed to financing corporate plant and equipment investment and other types of operating necessaries.
    Oct 16, 2015. 10:20 AM | Likes Like |Link to Comment
  • Auto sales in China turn positive [View news story]
    If SA has a journalism "style book" it should perhaps start with the 5 W's ;-)
    Oct 13, 2015. 12:36 PM | Likes Like |Link to Comment
  • REIT Dividends Are Overrated [View article]
    Don't know much about REITs; which I knew more. From a distance, I had always assumed one of the biggest risks was investing in a REIT with a less than ethical management that engages in self-dealing and otherwise deprives shareholders of their just return. Was under the impression that this type of risk was greater in REITs than in the standard C corporation. Is that true? Is there any way for the average investor to assess the shareholder-friendliness of REIT management, initially and on an on-going basis? Would appreciate any insight from knowledgeable REIT investors.
    Oct 13, 2015. 08:52 AM | 2 Likes Like |Link to Comment
  • Auto sales in China turn positive [View news story]
    Dear SA: Is it unreasonable to ask that you specify which month the data is for? I'm guessing it is for September, but it would be nice not to have to guess.
    Oct 13, 2015. 07:34 AM | 1 Like Like |Link to Comment
  • Decline in margin debt a concern [View news story]
    Article implies that worries about market valuation/direction is the sole reason that investors would reduce margin debt. How about worries about recent market malfunctions [i.e., being able to get your trade executed at a valid price], volatility, HFT, etc..? And then there's the expectation that margin rates may soon rise.
    Oct 9, 2015. 12:25 PM | Likes Like |Link to Comment
  • Labor Market Conditions Worsen in September [View news story]
    I thought the labor market conditions index was merely a compilation of individual indicators that had already been released. So why should there be a "suprise"? Are the rules for calculating the LMCI secret and complicated? Or could it be that no one cares enough about the LMCI to put in the time to make an accurate estimate. Just wondering...
    Oct 5, 2015. 10:39 AM | Likes Like |Link to Comment
  • Weekly rail traffic down 2.5% [View news story]
    Just out of curiosity...who is shipping by rail now that wouldn't be shipping if the prime rate were 25 basis points higher?
    Sep 24, 2015. 03:56 PM | 12 Likes Like |Link to Comment
  • Durable goods orders roughly inline in August [View news story]
    Dear editor:
    In the ideal world, rather than just say "+0.4% prior (revised)" or "+1.9% prior (revised)" you could say "revised downward" or "revised upward".
    Sep 24, 2015. 08:42 AM | 2 Likes Like |Link to Comment
  • Pope Francis cruises around DC in Fiat 500 [View news story]
    As I write this, FCAU is up over 3% ;-)
    Sep 23, 2015. 10:55 AM | 2 Likes Like |Link to Comment
  • Pope Francis cruises around DC in Fiat 500 [View news story]
    I can understand the small car...parking in DC can be hell ;-)
    Sep 23, 2015. 08:43 AM | 4 Likes Like |Link to Comment
  • Mining stocks smacked on China economy concerns [View news story]
    MFITZ: Like your explanation for the stock drop than a generalized "China economy concerns." Actually Chinese stocks, per MCHI, are up over the past few weeks. I'm no mining expert but the idea that companies like BHP and Glencore are selling additional securities at historically low valuations does not speak well. I'm guessing that investor fear about dividend cuts, dilution or outright defaults are heating up.
    Sep 22, 2015. 12:33 PM | Likes Like |Link to Comment
  • Fed cuts potential growth rate of economy [View news story]
    I'm no economist, but if the Fed reduces its estimate of the long-run potential GDP growth rate, shouldn't they also reduce their target inflation rate? After all, why should one expect prices to have the same response (as demand bumps up against supply constraints) if in fact the natural demand is expected to be less going forward.
    Sep 17, 2015. 05:08 PM | Likes Like |Link to Comment
  • Bottled water on course to outsell soda by 2017 [View news story]
    Oh well...there go the aquifers.
    Aug 28, 2015. 06:57 AM | 5 Likes Like |Link to Comment
  • Puerto Rico close to restructuring proposal [View news story]
    It's misleading phrasing to say that PR will "inject $1.5B into the island in capital expenditure." It sounds as if they are cutting spending of all kinds, which might lead to a budget surplus, or at least a reduced deficit. There is nothing in the story that indicates they will be increasing capital spending.
    Aug 27, 2015. 08:09 AM | Likes Like |Link to Comment
  • Chinese shares slide more than 6% [View news story]
    There is a tendancy by many to automatically blame weakness in the Yuan on the Chinese government. The news story says that the reverse repo was undertaken because of capital flight from the country; hardly something one could argue that the government is encouraging.
    Aug 18, 2015. 09:39 AM | Likes Like |Link to Comment