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Markets
Nationwide: UK house prices up strongly for third month
UK house prices have now risen for three months consecutively and four months in five according to statistics released by Nationwide Building Society this morning. The rise for July was a very robust 1.3% month-on-month, which translates…
Revisiting Case-Shiller and seasonal adjustments
Yesterday, I mentioned that the housing data, while generally positive (the first uptick nationally in 34 months), contained some negative news due to seasonality. The crux of the problem lies in the strong tendency for house prices to…
Case-Shiller: Price increases in 14 of 20 markets
The S&P/Case-Shiller Home Price Indices for May 2009 were released today and the data showed a marked contrast to previous months. Fully 14 of 20 markets showed an increase in home prices in that month, making it the first time since…
Paul Tudor Jones: Trader – Flashback to 1987
Update: These clips have sadly been removed from YouTube. Clips from the 1987 PBS Film called Trader featuring famed investor Paul Tudor Jones are catching everyone’s imagination all of a sudden. Is it that we are all secretly…
Jeremy Grantham: Overheating in China, speculative rallies and fair value
Jeremy Grantham is out again with a very important investment strategy piece entitled “Boring Fair Price!” He leads off by talking about how markets went from extremely overvalued a year ago to cheap back to a state which he considers fair…
How snap judgment leads to poor investing
We’re not really hard wired for making money in the markets. We use a lot of gut instincts, heuristics and plain illogic in making decisions. The result is sub-optimal investment performance. This is the nothing new as the field of…
Cruising foreclosures, REO and short sales with Jim the Realtor
If you haven’t seen any of Jim the Realtor’s videos over at Calculated Risk, you are not getting a feel for what’s happening in residential real estate in America. The guy really gives the whole housing problem in California a look…
Rosenberg: Still a bear market rally
This comes via David Rosenberg of Gluskin Sheff. The week that was After four weeks of decline with a total loss of 7.0%, the equity market turned in a like-sized gain this past week re-igniting the bulls. With tech leading the…
Big Mac Index: Europe overvalued, Asia undervalued
The Economist released its remarkably telling Big Mac Index this past weekend. The index looks at the relative cost of Big Mac in various countries to gauge how over- or undervalued the currencies in those locales are. Judging…
Rosenberg: The U.S. dollar could be next
While Tim Geithner is out in the Middle East making the obligatory rounds, professing support for a strong U.S. dollar, investment strategists are wondering aloud whether a weak U.S. dollar is really what the U.S. government wants. …