Four year Presidential Cycle and the Equities Market Submitted by David Urban on Mon, 30 Aug 2010 When the sell off is finished the market is getting ready to embark on a strong rally into 2011 US equities have had a difficult time since April of this year as fears over a double dip recession, a stubbornly high unemployment rate, and the possibility of slowing corporate profit growth have weighed on the markets.
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Four year Presidential Cycle and the Equities Market
(From http://www.calculatedriskblog.com/ on August, 22, 2010) This graph shows the national Loan Performance data since 1976. January 2000 = 100

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CoreLogic: House prices flat in June, 2010
In a new report, MIT’s David Autor looks at the shifting employment landscape in America and comes to the conclusion that America’s workforce is splitting into high-paying jobs and low-paying jobs.
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America’s Disappearing Middle Class
It had to happen… after direct government intervention in banking, insurance and auto manufacturing, and Fed bailouts of Fannie Mae and Freddie Mac, the Obama Administration has decided that the only way to get the economy moving is to reduce mortgage balances for underwater homeowners, by forgiving a portion of the balances of mortgages held by Fannie Mae and Freddie Mac…
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An August Surprise from Obama? by James Pethokoukis
Corporate Profits Are Up Because of the Unemployment Crisis by Derek Thompson, staff editor at TheAtlantic.com Blogger’s comment: About twenty years ago, China and corporate America made an unspoken deal… China would take the jobs and corporate America would take the profits.

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Corporate Profits Are Up Because of the Unemployment Crisis
Betting on a Bubble, Bracing for a Fall John P. Hussman, Ph.D
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Betting on a Bubble, Bracing for a Fall, John P. Hussman, Ph.D. July 26, 2010
Botox Economics: Part 1 Botox Economics: Part 2 By Satyajit Das, a risk consultant and author of Traders, Guns & Money: Knowns and Unknowns in the Dazzling World of Derivatives – Revised Edition (2010, FT-Prentice Hall). Botox is commonly used to improve a person’s appearance by removing facial lines and other signs of aging. The effect is temporary and can have significant side effects
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Botox Economics: by Satyajit Das
China reduces US Treasury debt holdings in May, 2010 Martin Crutsinger, AP Economics Writer Friday July 16, 2010, 3:00 pm EDT WASHINGTON (AP) — China reduced its holdings of U.S. Treasury debt in May as total foreign holdings of government debt posted a slight increase. China’s holdings fell by $32.5 billion to $867.7 billion, the Treasury reported Friday
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China reduces US Treasury debt holdings in May - Yahoo! Finance
Crisis Awaits World’s Banks as Trillions Come Due By JACK EWING Published: July 11, 2010 FRANKFURT — The sovereign debt crisis would seem to create worry enough for European banks, but there is another gathering threat that has not garnered as much notice: the trillions of dollars in short-term borrowing that institutions around the world must repay or roll over in the next two years.
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Crisis Awaits World’s Banks as Trillions Come Due
Debt commission leaders paint gloomy picture The heads of President Barack Obama’s national debt commission painted a gloomy picture Sunday as the United States struggles to get its spending under control. The bipartisan U.S. Debt Commission has reported its findings and it is not pretty.
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Debt commission leaders paint gloomy picture - Yahoo! News





