BAC Tangible Common Equity

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A good chart from BAC’s presentation this morning showing the difference in tangible common equity between 3Q08 and 3Q11.  Shows that US banks are highly capitalized if BAC is considered the worst capitalized of any.

Sector Performance YTD

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Less than a month left in 2011, thought it would be a good time to check in on which sectors have performed the best so far.  The list below is sorted by YTD performance. Click to Enlarge As we look … Continued

One Term Presidents

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Currently at intrade.com, the odds of Obama being reelected president are 50.4%–basically a coin flip.  The election is still a year away though and a lot can happen between now and November of 2012.  Historically, the odds of re-election are … Continued

US Auto Sales

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US auto sales released today showed a nice increase y/y in November.  Sales were up about 14% y/y to 14m vehicles on a seasonally adjusted annualized rate.  There seems to be a lot of optimism surrounding the sector, but as … Continued

Global PMIs

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As it’s the first of the month, purchasing manager surveys (better known as ISM in the US) were released.  Below is a chart of the data.  Somewhat surprisingly, of the sample below the US was the second highest region behind … Continued

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