Wednesday, November 3, 2010

Gridlock Isn't as Bullish as Markets Think - Barrons.com

CORRELATIONS, LINKS AND THE 'OLE' INEXORABLE: Gridlock Isn't as Bullish as Markets Think - Barrons.com

Could these perhaps be 'naked' correlations?

In other words, rather than leave these out in the open, what would the correlations be if paired with say 'percent of GDP being spent by government'?

Another interesting correlation would be the 'direction of housing prices over the past year / past 2 years / 3 years'.

As the old project, correlation game goes, it all depends on whether things have changed.

And, it would seem as though the inexorable is clearly marching on - and, one suggestion for the 'inexorable' would be the growing sense of 'unearned and unfunded entitlements'.

No comments:

Post a Comment