Thursday, December 10, 2009

Nice statistical improvement in the railway volumes

Weekly Traffic of Major U.S. Railroads

The line 17, Motor Vehicles & Equipment is up by 8.9% , it is nice,but the 2008 avarage was 16147 , and compared to that the DROP is -12%.

Not so nice.
It is improving compared to the bottom,but it is way lower than the peak.

The best investment:commodity

nstitutional investment in commodities at record levels: Barclays
New York 10 December 2009 19:24


Just over a year after the biggest financial crash since the Great Depression, financial investors are pouring record amounts of cash into commodities and are likely to increase their investments next year, according to Barclays Capital.

Institutional investors are believed to have put a record $60 billion into commodities in 2009


What will be the price of the oil in 2010?

Interesting data from China

From the Forbes:

In the first nine years of this decade China added an average of $1.50 in new credit to the economy to produce each incremental dollar of output. With so much money chasing domestic investments, that ratio has jumped to $7 of fresh credit for each additional dollar of GDP this year, estimates Pivot Capital Management, a Monaco hedge fund.



Like the US on the best day of the house bubble .