Months Supply of Housing

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New Home sales data was reported this morning slightly better than estimates at 369k on a seasonally adjusted annualized rate in May vs. 343k for April.  At that pace, there are 4.7 months of supply of new houses, which is … Continued

North American Rig Count Chart

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Long term chart of BHI data on the number of active rigs in the US.  With oil prices falling one would expect this number to fall as well.  It’s an important data-point for oil service companies.

2Q12 ≈ 2Q10

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There’s been plenty written about how 2012 is looking a lot like 2011 and 2010, but just to drive the point home once more, below is a chart of the S&P 500 in 2Q for 2010 vs. 2012.  The pace … Continued

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