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Reflexivity in Finance

Tuesday, January 11, 2011. US housing market - still weak. Core logic came out with their house price index with data up to November. The data is repeat sale like the Case-Shiller index so should be reasonably reliable and covers all states so is broader than the Case-Shiller index which I commented on in my previous post. 1 Prices holding up in Washington DC and New York, where the centres of power are, and weak elsewhere. Thursday, December 30, 2010. The most recent Case-Shiller house prices (October d...

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Reflexivity in Finance | reflexivityfinance.blogspot.com Reviews
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Tuesday, January 11, 2011. US housing market - still weak. Core logic came out with their house price index with data up to November. The data is repeat sale like the Case-Shiller index so should be reasonably reliable and covers all states so is broader than the Case-Shiller index which I commented on in my previous post. 1 Prices holding up in Washington DC and New York, where the centres of power are, and weak elsewhere. Thursday, December 30, 2010. The most recent Case-Shiller house prices (October d...
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Reflexivity in Finance | reflexivityfinance.blogspot.com Reviews

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Tuesday, January 11, 2011. US housing market - still weak. Core logic came out with their house price index with data up to November. The data is repeat sale like the Case-Shiller index so should be reasonably reliable and covers all states so is broader than the Case-Shiller index which I commented on in my previous post. 1 Prices holding up in Washington DC and New York, where the centres of power are, and weak elsewhere. Thursday, December 30, 2010. The most recent Case-Shiller house prices (October d...

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1

Reflexivity in Finance: January 2009

http://reflexivityfinance.blogspot.com/2009_01_01_archive.html

Thursday, January 29, 2009. Defaults on government debt - starting now? Economist Brad Delong has put together an excellent compendium of academic papers to illustrate the history and relevance of past financial crisis. http:/ delong.typepad.com/sdj/2009/01/financial-crises-in-historical-perspective.html. This long (125 page) paper looks mainly at sovereign debt defaults. The following summarises my reading of it and it’s relevance for the current situation. 6 Inflation crises and exchange rate crisis go...

2

Reflexivity in Finance: April 2009

http://reflexivityfinance.blogspot.com/2009_04_01_archive.html

Sunday, April 19, 2009. Stock market - medium term outlook April 20. On March 19 on my last stock trading update I said. Basically I am waiting for a blow off top to put more shorts on. I will sell my shorts if there are real signs of a sustainable turnaround or if the market has a low volatility gentle trend upwards (as occurs in bull markets). ". Well I am still waiting! A Economic fundamentals. Before things actually get better in the real economy the chronological steps we have to go through are:.

3

Reflexivity in Finance: February 2009

http://reflexivityfinance.blogspot.com/2009_02_01_archive.html

Friday, February 20, 2009. How could a bank nationalization / reorganisation work? Misha over at http:/ globaleconomicanalysis.blogspot.com/2009/02/nationalization-revisited.html. Had some good questions about US bank nationalisation. OK my 2 cents worth on what would be a less bad outcome - as opposed to what may happen. 1 Are all US government guarantees of bank debt null and void? 2 Are we going to end up creating another banks that is "too big to fail" out of this mess? 4 In a normal bankruptcy proce...

4

Reflexivity in Finance: December 2010

http://reflexivityfinance.blogspot.com/2010_12_01_archive.html

Thursday, December 30, 2010. US housing markets - strongish centre and weak periphery. The most recent Case-Shiller house prices (October data) for 20 cities in the US came out a few days ago. The overall impression is that house prices have begun to slowly weaken again following the expiry of the tax credit in April. This is relevant for the broader economy in terms of likely additional loses on loans, new building activity, wealth effects etc. Subscribe to: Posts (Atom). View my complete profile. Grasp...

5

Reflexivity in Finance: January 2011

http://reflexivityfinance.blogspot.com/2011_01_01_archive.html

Tuesday, January 11, 2011. US housing market - still weak. Core logic came out with their house price index with data up to November. The data is repeat sale like the Case-Shiller index so should be reasonably reliable and covers all states so is broader than the Case-Shiller index which I commented on in my previous post. 1 Prices holding up in Washington DC and New York, where the centres of power are, and weak elsewhere. Subscribe to: Posts (Atom). US housing market - still weak. US Light Vehicle Sale...

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Reflexivity in Finance

Tuesday, January 11, 2011. US housing market - still weak. Core logic came out with their house price index with data up to November. The data is repeat sale like the Case-Shiller index so should be reasonably reliable and covers all states so is broader than the Case-Shiller index which I commented on in my previous post. 1 Prices holding up in Washington DC and New York, where the centres of power are, and weak elsewhere. Thursday, December 30, 2010. The most recent Case-Shiller house prices (October d...

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