category archives: GDP

BEA Reports 1Q-2011 and “Great Recession” Far Worse Than We Were Previously Told

  • Written by David
  • August 1, 2011 at 8:25 am
  • 0

Startling revisions to the Nation’s GDP figures. source: http://www.consumerindexes.com Selected text from post of: 28 Jul 2011 10:00 PM PDT. Key ‘take away’ points from the post; Is the BEA data reliable given the magnitude of the revisions and the time it took to revise the data? David Gratke. Link to full post: http://www.consumerindexes.com/2011-07-29_commentary.html “Included [...]

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Are We Headed For A Second Recession?

  • Written by David
  • August 1, 2011 at 8:09 am
  • 0

Sobering and thought provoking views from http://www.streettalklive.com/ Certain text bolded by David Gratke. Click charts to enlarge. Posted by Lance Roberts on Sunday, 31 July 2011 11:55 By Caroline Corbett/Lance Roberts Is a second recession in so short of a time in the offing? It certainly seems that way. The hope for a continued recovery [...]

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Putting the 60% Rally Into Perspective

  • Written by David
  • October 23, 2009 at 10:13 am
  • 0

The data below seems to be quite self explanatory… Stock markets are up 60% plus. How does this rally stack up with previous ones? Here are some key criteria of what previous 60% rallies have looked like when analyzed across 10 different key economic dimensions : Year over Year Retail Sales: 9.3% average in prior [...]

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Stock Markets Rally Before Economic News turns Positive, Part Two

  • Written by David
  • October 31, 2008 at 9:50 am
  • 1

As stated in my blog posting of October 27, 2008, Stock Markets Rally Before Economic News I highlighted the historical nature of stock market advances well in front of positive economic news. I detailed the 1974/75 stock market advance verses Gross Domestic Product (GDP). In this posting, I reflect how the markets have historically advanced [...]

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Stock Markets Rally Before Economic News turns Positive, Part One

  • Written by David
  • October 27, 2008 at 8:26 am
  • 1

As I alluded to in a previous blog posting, stock markets will rally well in advance of positive economic news being reported. This seems counter-intuitive Dave? Let us remember, that stock markets are what we say ‘discounting mechanisms’. This is to say, markets are looking forward in order to set current valuations. Therefore, the low [...]

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“This time it’s different” are the most expensive words in the world

  • Written by David
  • October 22, 2008 at 10:50 am
  • 0

This article was published in the 10/21/08 edition of the Financial Times Emerging economies have not lost their appeal What I find interesting about this article is not only what it did state,but what it did not state. Even on this date, October 21st 2008, there is no statement that world economies (as measured by [...]

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