Archives: August 2007

Signs of a tech pickup

Posted by: Michael Mandel on August 24, Categories: Tech

Today the NYT ran an article entitled "Subprime Fallout Could Help Venture Capitalists": Could the subprime problems that have fouled the public market be a mixed blessing for Silicon Valley’s...

The Fed's Actions: What's Next?

Posted by: Michael Mandel on August 17, Categories: Financial markets

The Fed has finally flexed its “lender of last resort” muscles. The question, though, is what comes next. There’s a good chance that the liquidity squeeze in the U.S....

Is the 2008 Election Over?

Posted by: Michael Mandel on August 16, Categories: Financial markets

Back in early 2006, I wrote When the housing boom is over, the politics will begin…Democratic politicians fail to understand that their economic attacks on the Bush Administration can't really...

An Odd Example in Today's WSJ

Posted by: Michael Mandel on August 14, Categories: Financial markets

An article in today’s WSJ made me laugh. They were trying to show that “Home Buyers With Good Credit Confront Increased Scrutiny And Fewer Choices.” Their main example was a...

The bright side

Posted by: Michael Mandel on August 13, Categories: Financial markets

I've spent a lot of time thinking about the events of the past couple of weeks, and deciding whether I should reassess my view of the credit market. The short...

Non-health jobs even weaker

Posted by: Michael Mandel on August 03, Categories: Health

I'm going to persist in pointing out the obvious...that the non-health portion of the labor market continues to weaken. In July, health and social assistance accounted for 37% of all...