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Posts Tagged ‘will we have a QE3’

What Caused the Market Meltdown?

Posted by Larry Doyle on August 4th, 2011 5:08 PM |

Everybody out of the pool” and “Adult Swim Only” are phrases that ring in my ear from my trading days at Bear Stearns. A long lost friend (God bless you, buddy!!) would bellow those statements when markets plunged like today.

What has recently drained the liquidity and lowered the water level in our equity market ‘pool’?

A number of critically important factors have been building and continue to haunt us.These include:

1. Meltdown in European sovereign debt. This is not and should not be a surprise. The meltdown was merely a matter of time. The outstanding question remains the depth and breadth of the meltdown. Stay tuned as risks remain very high.

2. The dysfunction in Washington truly displayed how screwed up our political dynamic is while shedding light on the enormity of our national debt and deficit. This reality is not changing anytime soon. Stay tuned as risks remain very high.

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Rick Davis’ MUST READ American Consumer Review

Posted by Larry Doyle on May 5th, 2011 12:37 PM |

After having highlighted Rick Davis’ work at Consumer Metrics Institute in my morning commentary, I reached out to him and received the following MUST READ fabulous response.

If you care to truly learn what is going on with the American consumer as we collectively navigate the economic landscape, sit down, take notes, save this review, and share it with your friends. In terms of cutting edge, real time, unbiased economic analysis and commentary it does not get better than this.

THANK YOU, Rick!!

Larry:

We go to great lengths to remove from our data both the inexorable shift of consumers from brick-and-mortar to on-line and the impact of price inflation. (more…)






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