Weekend Reading - 5 Posts Worth The Time
Considering all the hours I spend each week scouring for brain-tickling news and commentary, I figure it’s worth sharing the nuggets that are worth a read as we all try to acclimate to the ever-changing financial climate. Here’s what’s been in my browser this weekend:
Hard Assets Investor has a great in-depth report on the shipping [...]
Jobs Report Bad, But Not Terrible
Today’s all-important Employee Situation Report certainly wasn’t pretty, with 240k jobs lost in October versus estimates of 200k. The first paragraph of the release from the Bureau of Labor Statistics deserves to be read in it’s unedited form:
“Nonfarm payroll employment fell by 240,000 in October, and the unemployment rate rose from 6.1 to 6.5 percent, [...]
Barron’s Notes Disparity Between Individual Company, SPX Estimates
There was an interesting article in Barron’s discussing the disparity between the consensus estimates for individual companies in the S&P 500, and the aggregate SPX earnings measure that has been assigned by global and U.S. strategists at the major institutions. Sounds a bit confusing, doesn’t it?
Well, it could have been presented better in the article [...]
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