A Closer Look at Employment and Sentiment

Barry Ritholtz submits:

Early last month, we suggested that it would be more instructive if the media began reporting U3 and U6 Unemployment together. (Unemployment Reporting: A Modest Proposal (U3 + U6) 

Northern Trust's Asha Bangalore appears to have been thinking along the same lines, for her NFP post-mortem includes the following:

CreditSights: Guardedly Optimistic About U.S. Loan Market

Research Recap submits:

CreditSights remains guardedly optimistic about the US loan market for the second half of the year and still believes that the market most likely bottomed out in February.

Short Week Was Plenty Painful

Trade Radar Operator submits:

Google Should Deliver Its YouTube Data to Viacom in Paper Form

Erick Schonfeld submits:

The recent court order directing Google (GOOG) to hand over data to Viacom (VIA) about every YouTube video ever watched strikes many people as an absurd overreach of the law into the privacy of anyone who has ever used YouTube (i.e., almost everyone on the Internet). Google should definitely keep fighting the ruling if it can.

But if it can’t, perhaps it should comply with it in a creative way. The data in question are data logs containing the records of every video watched on YouTube, by whom, and at what times. The court is also ordering that Google hand over all videos that have ever been taken down for any reason. The logs alone take up 12 terabytes. Google should print them out and deliver them on paper.

Did the 'Enron of Norway' Pull a Fast One on Microsoft?

Erick Schonfeld submits:

Cross-Talk: The Role of Emotion in Trading

Brett Steenbarger submits:

SFO Magazine has another trading psychology issue available, and there are several articles worthy of a look. Here is the link to my article in that issue.

The theme of the issue, as titled on the magazine cover, is "Contain Your Emotions". Here is a sampling of quotes from articles included in the feature:

On Country Selection

Roger Nusbaum submits:

Happy July 4th!

A reader asked for my two cents on foreign country selection.

Path Dependency in the EU and U.S. Economies

Paul Kedrosky submits:

This quote from a Deutsche Bank report on the differing approaches to rate-setting in the EU and in the U.S. is fascinating and instructive:

Recent and prospective differences between the Fed and the ECB in the conduct of monetary policy have been striking. The ECB has launched a Martian frontal assault on inflation while the Fed has opted for a more cautious and patient Venusian approach.

Investing for Retirement - Cramer's Mad Money (7/3/08)

Stocks discussed in the in-depth session of Jim Cramer’s Mad Money TV program, Thursday July 3.

Take Care of the Essentials

While many investors dream of making a killing on the stock market, they should first take care of three essentials, said Cramer. First, credit card debt should be paid off so they don’t waste their gains on expensive interest. Second, all investors need health insurance, since medical bills are the leading cause of bankruptcy. Third, disability insurance is essential, since any gains made on stocks will be wiped out by unexpected medical bills.

Independence Day Memories of a Stronger Dollar, Lower Costs

Hard Assets Investor submits:

By Brad Zigler

The United States shook off an imperial yoke and now stands as a ...

What Was Left Out of the Jobs Report

Michael Shedlock submits:

Before taking a look at the monthly jobs data, let's take a look at weekly claims. The US Department of Labor is reporting Initial Unemployment Insurance Claims continue to rise.

Seasonally Adjusted

Commodity Driven Role Reversal

Eric Coffin submits:

David Coffin co-wrote this article.

In the 1970s, Baby Boomers were swelling job ranks and women were moving out of the home and into the paid workforce in most of the industrialized world.  At the same time, OPEC pushed crude oil prices through the roof to overturn what it viewed as a predatory system of resource transfer set up by colonial powers.   

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