delphiadvisors.blogspot.com
Clearing the Mist: What is the WAHT Award?
http://delphiadvisors.blogspot.com/p/waht-award.html
Clearing the Mist is real-time commentary by Delphi Advisors on developments, clues, patterns, and events we believe could affect the U.S. economy, and particularly the Forest Products sector. Or sometimes it's just a way to let off some steam. What is the WAHT Award? The mid-August 2009 headline read: "Analysis: Housing begins long, slow rebound”. Whenever I feel afraid. I hold my head erect. And whistle a happy tune. So no one will suspect I'm afraid. While shivering in my shoes. Is very strange to tell.
delphiadvisors.blogspot.com
Clearing the Mist: October 2014
http://delphiadvisors.blogspot.com/2014_10_01_archive.html
Clearing the Mist is real-time commentary by Delphi Advisors on developments, clues, patterns, and events we believe could affect the U.S. economy, and particularly the Forest Products sector. Or sometimes it's just a way to let off some steam. Thursday, October 30, 2014. Halloween seems an appropriate time to highlight a national horror story. Although this post looks at it through the prism of Idaho, sadly the tale is unfolding in many places throughout the U.S. West. CLICK on IMAGE to ENLARGE. These l...
delphiadvisors.blogspot.com
Clearing the Mist: Levitating
http://delphiadvisors.blogspot.com/2012/12/levitating.html
Clearing the Mist is real-time commentary by Delphi Advisors on developments, clues, patterns, and events we believe could affect the U.S. economy, and particularly the Forest Products sector. Or sometimes it's just a way to let off some steam. Thursday, December 20, 2012. Levitating. Lev-i-tat-ing. To rise or cause to rise into the air and float in apparent defiance of gravity. Click on Image to Enlarge. And there’s nothing that policy makers can do to head it off.” As the months passed. A quick aside: ...
delphiadvisors.blogspot.com
Clearing the Mist: June 2011
http://delphiadvisors.blogspot.com/2011_06_01_archive.html
Clearing the Mist is real-time commentary by Delphi Advisors on developments, clues, patterns, and events we believe could affect the U.S. economy, and particularly the Forest Products sector. Or sometimes it's just a way to let off some steam. Monday, June 20, 2011. Of GDP Growth and Deflators: Smoke and Mirrors? The Bureau of Economic Analysis (BEA) kept its estimate of the annualized growth rate of 1Q2011. Click image for larger version. Click image for larger version. As mentioned above, the average.
delphiadvisors.blogspot.com
Clearing the Mist: July 2011
http://delphiadvisors.blogspot.com/2011_07_01_archive.html
Clearing the Mist is real-time commentary by Delphi Advisors on developments, clues, patterns, and events we believe could affect the U.S. economy, and particularly the Forest Products sector. Or sometimes it's just a way to let off some steam. Wednesday, July 6, 2011. Reducing Sovereign Debt through Financial Repression. Pruning the United States’ massive (and growing) debt down to a manageable size will not happen overnight, and a paper by Carmen Reinhart and Belen Sbrancia. 1) Inflation. A deeply ...
delphiadvisors.blogspot.com
Clearing the Mist: March 2010
http://delphiadvisors.blogspot.com/2010_03_01_archive.html
Clearing the Mist is real-time commentary by Delphi Advisors on developments, clues, patterns, and events we believe could affect the U.S. economy, and particularly the Forest Products sector. Or sometimes it's just a way to let off some steam. Tuesday, March 23, 2010. Ignoring E.F. Hutton. The New E.F. Hutton? I grew up in the age of classic TV commercials. Who could forget Life cereal’s “ Hey Mikey? 8221; Or Wendy’s “ Where’s the Beef? Don't Care." What did he mean? 8220;Don’t Care”? PIMCO’s R...
delphiadvisors.blogspot.com
Clearing the Mist: August 2015
http://delphiadvisors.blogspot.com/2015_08_01_archive.html
Clearing the Mist is real-time commentary by Delphi Advisors on developments, clues, patterns, and events we believe could affect the U.S. economy, and particularly the Forest Products sector. Or sometimes it's just a way to let off some steam. Sunday, August 2, 2015. With June’s median existing home price. Rising to a record-high $236,400 and the median new-home price. At $281,900 (just $20,900 off the November 2014 record of $302,700), what direction are home prices likely to take going forward? 091) w...
delphiadvisors.blogspot.com
Clearing the Mist: Zombie Trees
http://delphiadvisors.blogspot.com/2014/10/zombie-trees.html
Clearing the Mist is real-time commentary by Delphi Advisors on developments, clues, patterns, and events we believe could affect the U.S. economy, and particularly the Forest Products sector. Or sometimes it's just a way to let off some steam. Thursday, October 30, 2014. Halloween seems an appropriate time to highlight a national horror story. Although this post looks at it through the prism of Idaho, sadly the tale is unfolding in many places throughout the U.S. West. CLICK on IMAGE to ENLARGE. These l...
delphiadvisors.blogspot.com
Clearing the Mist: QFR Wood Products Manufacturing – 2014 First Quarter
http://delphiadvisors.blogspot.com/2014/09/qfr-wood-products-manufacturing-2014.html
Clearing the Mist is real-time commentary by Delphi Advisors on developments, clues, patterns, and events we believe could affect the U.S. economy, and particularly the Forest Products sector. Or sometimes it's just a way to let off some steam. Thursday, September 4, 2014. QFR Wood Products Manufacturing – 2014 First Quarter. Results from sampled businesses are aggregated and reported by the North American Industry Classification System ( NAICS. 8220;321”) and paper manufacturing. 8220;322”). B...The woo...
