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All GLG News Analyses Filed Under: Financial Forecasting & Analysis

Articles with lock require a GLG News subscription
Posted December 15, 2006
Is Monetary Policy Effective, or What?
Analysis of: Inflation is dead ... for now | money.cnn.com
Author: GLG Member Program Contributor
Flash! Monetary policy still works! War over? Check out the “irksome” problems. Is more “economic slowdown” needed?
Posted December 8, 2006
Employment for November 2006
Analysis of: Job market shows strength | money.cnn.com
Author: GLG Member Program Contributor
A benign increase in the unemployment rate. A REAL measure of how the economy is doing. (Hint: watch the feet.) A new hit show: Who gets squeezed? Housing’s hurt is WORSE than what is suggested by the decline of construction employment. See why.
Paul Miller Posted December 7, 2006
Pension Deficit Distraction
Analysis of: Pension Deficit Disorder | www.auditintegrity.com
Author: Paul Miller, Professor UNIVERSITY OF COLORADO
There is only one point in this comment:  it is not wise to focus on the so-called pension shortfall, and it certainly isn’t wise for management to strive to close the gap between assets and liability before its time.
Posted November 30, 2006
PI and PCE for October 2006
Analysis of: Income gain less than forecast | money.cnn.com
Author: GLG Member Program Contributor
Here is my quick take:
Posted November 28, 2006
Existing Home Sales for October 2006
Analysis of: Home prices post record drop in October | money.cnn.com
Author: GLG Member Program Contributor
Here is my quick take:
Posted November 28, 2006
Is NutriSystem Really Just a Bloater?
Analysis of: NutriSystem Early Warning | www.auditintegrity.com
Author: George Pugh, President George Pugh & Co
This group has developed a following for being able to pick problem stocks out of the herd, with an emphasis on the likelihood of future litigation. For this particular company they record a number of areas of concern: Increased inventories relative revenue that is inventory turnover. High insider...
Posted November 7, 2006
Increasing troubles for monetary policy in Argentina
Analysis of: It is requested that the Treasury help the Central Bank to sustain the dollar | www.lanacion.com.ar
Author: GLG Member Program Contributor
One the main goals of president Kirchner's economic policy is to keep a devalued currency in order to  protect the local industry and promote exports. Since the balance of payments surplus pushes the exchange rate up, the government buys the inflow of dollars. But it does it through the purchase...
Posted October 30, 2006
Ken Mayland's Quick Take re PI and PCE for September 2006
Analysis of: Consumers hold on to their dollars | money.cnn.com
Author: GLG Member Program Contributor
Here’s my quick take (these figures are somewhat anticlimactic, coming out after the more inclusive Q3 GDP reported last Friday):
Posted October 30, 2006
Housing Boom Gives Way to Housing Bust
Analysis of: New home price plunge biggest since '70 | money.cnn.com
Author: GLG Member Program Contributor
The _ event of the century (so far). A peek ahead. You probably won’t see this anywhere else—and it is GOOD news. Does anybody believe that “monetary policy no longer works?”See below for more...
Posted October 30, 2006
The difficulties of forecasting in Argentina
Analysis of: Forecasts: it is debated why economist err so much | www.clarin.com
Author: GLG Member Program Contributor
The article points out that economists in Argentina have been missing the target with regard to their forecasts on economic growth for the last four years, always underestimating it. According to one economist quoted this may be basically for two reasons:- much weight in their models for institutional...
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