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43 Post(s) for January 2012

US house prices continue to fall despite improving inventory	2012/01/31 20:19
Japan's manufacturing was fairly stable in the second half of 2011	2012/01/31 07:44
The "Saudi Arabia of gas"	2012/01/31 02:12
Inflation in Japan remains at about zero	2012/01/31 00:35
Current US GDP growth rate suggests worsening unemployment	2012/01/28 08:44
Vestas cash -- hopeful trend; no track record	2012/01/27 21:12
Droughts may get much worse in the US	2012/01/26 21:36
New investment post	2012/01/26 07:45
A worst-case scenario for Encana (is very unlikely)	2012/01/25 20:45
35 years of US gas, not 100	2012/01/25 02:14
Option protection on the S&P 500 is reasonably priced	2012/01/24 23:03
The European debt crisis has not gone away	2012/01/24 22:18
Brazil inflation remains above 6%	2012/01/24 02:32
The most persuasive argument that Encana is undervalued is based on reserves	2012/01/22 08:08
World trade might be in an uptrend again	2012/01/20 21:33
US inflation remains moderately painful	2012/01/19 23:12
An amusing proposal	2012/01/19 19:57
Free cash flow analysis for Encana	2012/01/19 08:19
US industrial production growth falling but still in normal range	2012/01/18 21:38
Euro zone inflation still a little high	2012/01/17 23:07
Natural gas in storage -- absolutely high, relatively low	2012/01/17 07:13
Natural gas, self-correcting	2012/01/14 08:13
China inflation was still at about 4% in December	2012/01/14 07:47
Goldman, gold, euro zone, basis swaps	2012/01/14 07:01
Financial stability, Obama, Romney, Paul, Huntsman	2012/01/13 02:54
Another indication of likely recession in Europe	2012/01/12 20:46
New investment post on permanent portfolio	2012/01/12 01:12
German export growth remained strong in 2011	2012/01/11 21:59
US state and local government debt, as a percentage of income, grew substantially after the crisis	2012/01/10 23:04
Troubled US mortgages continue slow decline (and administrative note)	2012/01/10 01:37
Manufacturing: a tough sector for employees	2012/01/09 21:42
Even an optimistic liquidation value estimate fails to support buying Vestas	2012/01/09 09:47
The overconfidence of experts	2012/01/08 06:45
Unemployment measures improving, very slowly	2012/01/07 00:52
Jobs recovery continues dismal path	2012/01/07 00:52
Europe continues to look recessionary	2012/01/06 22:18
A quantitative study of debt and growth	2012/01/06 08:14
Vestas, beaten down, may be a bargain	2012/01/05 00:04
Taking advantage of growth in emerging market demand	2012/01/04 19:21
US construction spending might be turning up	2012/01/04 05:01
Getting quantitative about dividend growth	2012/01/02 20:35
China manufacturing steady	2012/01/01 23:19
Japan household savings rate remained very low in 2010	2012/01/01 00:20

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