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How to Calculate Q2 Personal Consumption Expenditure (PCE) Growth

May 25th, 2013
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In the schedule for the coming week, I mentioned that the consensus is for personal consumption expenditures (PCE) to be unchanged in April compared to March. Does this mean PCE might not grow in Q2?

Analysts Chart Stocks’ Voyage to the Unknown

May 25th, 2013
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Click to enlarge Source: WSJ   Fun take on our uncharted territory via the WSJ

Overcoming adversity

May 25th, 2013
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Russell Redenbaugh, a good friend of mine for the past 20 years or so, has been a great source of inspiration. He has triumphed over great adversity—losing his sight and the normal use of his hands—to become a successful investor, a world champion at jiu jitsu, and an influential voice in conservative political circles. I struggled with the loss of my hearing about 10 years ago, but that's nothing compared to what Russell has managed to accomplish.

Debt Dynamics: Track Global Debt Levels

May 25th, 2013
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Very cool look at recent decades and the fluctuations in public and private debt loads around the globe.   Click to see how global economic forces have affected debt-to-GDP ratios

Schedule for Week of May 26th

May 25th, 2013
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The key reports this week are the second estimate of Q1 GDP on Thursday, the April Personal Income and Outlays report on Friday, and the Case-Shiller house prices for March on Tuesday. The FDIC will probably release the Q1 Quarterly Banking Profile this week (no scheduled date). ----- Monday, May 27th ----- All US markets will be closed in observance of Memorial Day. ----- Tuesday, May 28th -----

Unofficial Problem Bank list declines to 767 Institutions

May 25th, 2013
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This is an unofficial list of Problem Banks compiled only from public sources. Here is the unofficial problem bank list for May 24, 2013. Changes and comments from surferdude808:

Change of faith

May 25th, 2013
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AT FIRST glance, the religion of legal American immigrants over the past 20 years appears unremarkable: the vast majority are Christian. Much fewer are Muslim, Hindu, Buddhist or identify as “unaffiliated” (which includes atheists and agnostics). But look closer and what emerges is a country in the midst of profound change. The top of the bars show that the share of Christians are falling (from 68% in 1992 to 61% in 2012) while the proportion of Muslims and Hindus have more than doubled (from 5% to 10% and 3% to 7%).

10 Weekend Reads

May 25th, 2013
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My longer form 3 day weekend reading! Pull up a cup of coffee and get ready to have your mind expanded:

Hugh Hendry: Investing Amidst Crashes, China & Speculators

May 25th, 2013
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Hugh Hendry, of Eclectica Asset Management, takes the long view on investing at The Economist’s Buttonwood Gathering on October 25th 2012. He was interviewed by The Economist’s Philip Coggan. Listen to his comments at the end to regarding uncertainty: Hugh Hendry: God is dead, China will follow Buttonwood, November 26, 2012   Great stuff . . .

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