Thursday, May 14, 2009


5/14/09 Close correlation between in-bound containers at the Port of Los Angeles and US intermodal railcar loadings.

Core Pipeline prices going down

5/14/09 Prices in the pipeline continue to decline. US shoppers should benefit if these lower prices move on to the store shelves? That will depend on retailers.

Sunday, May 3, 2009

Sustained SS retiree Spike in April

5/3/09 The leading edge of "baby boomers" are retiring in record numbers so far this year. As of the end of April the total for the year starting Jan 1 is 958,000. If that kind of retiring continues then we won't need to worry too much about unemployment.