SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Mish's Global Economic Trend Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Robert Douglas who wrote (4220)4/13/2004 10:51:57 AM
From: Haim R. Branisteanu  Read Replies (1) | Respond to of 116555
 
that is sell side opinion wonder what buy side opinion is



To: Robert Douglas who wrote (4220)4/13/2004 1:43:06 PM
From: russwinter  Respond to of 116555
 
<temporary special factor.>

There was a substantial refi boomlet from mid-Jan through the end of March. There is a strong correlation between refi activity and retail sales.



To: Robert Douglas who wrote (4220)4/13/2004 1:49:21 PM
From: Haim R. Branisteanu  Respond to of 116555
 
Robert you posted the Economist article explaining the various "adjustments" in the US statistics - re- retail sales the " Data adjusted for seasonal variatons, holiday, and trading-day differences, but not for price changes." - a whole mix of inaccuracy and room for data manipulation


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News