Monthly Archives: November 2010

Don’t Fret about Mortgage Approvals

Daily Mail headline “”Mortgage lending plummets to 10-year monthly low as housing market remains ‘exceptionally’ weak” Recovery won’t proceed in a straight line, but chances are this will pick up next year.   UK Nationwide Consumer Confidence

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DAX / Bunds Cheap vs IFO?

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Martin Conway’s ‘The Crowd in Peace and War’

http://www.archive.org/download/cu31924030252666/cu31924030252666.pdf “You can talk a mob into anything.  Its feelings may be — usually are — on the whole generous and right; but it has no foundation for them, no hold of them; you may tease or tickle it into … Continue reading

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Unemployment and CPI Forecasts

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Bond Yield Forecasts

 

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Gabriel Tarde’s Laws of Imitation – Consensus

  I have not been inclined to post here for some time.  Markets are at a very interesting juncture across asset classes, and I intend to post about this shortly. In the meantime I have been pursuing my project of … Continue reading

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