Friday, August 07, 2009


  • Since March, the market has been anticipating an improving economy. We could be seeing the data flow matching market expectations.  The jobs numbers came in better than expected and the unemployment rate fell below 10%. 
  • Political ramifications? I hate to be the bearer of bad news for the Republicans, but the economic cycle seems to favor the Democrats in the mid-term election cycle in 2010 and even out to 2012.  The economy may look pretty good as folks head to the election booth.  Folks tend to vote their wallet ahead of any other issue.
  • It's Friday.  Quite a week in the market and here at work.  More blogging on the weekend.  I'm beat!

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