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Joe Leider

Data Narration & Visualization | Investment, Economic & Political Commentary

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Salon going off the rails: a case of using and presenting data badly

April 14, 2015 by Leave a Comment

I don’t like to define myself as liberal or conservative. On some issues I’m very liberal: social issues like gay marriage and abortion. On some issues I’m conservative: simplifying the tax code, cutting corporate tax rates, eliminating foreign earnings taxes. On some issues I’m libertarian: legalize marijuana (and other drugs, for that matter). And on […]

Filed Under: Data visualization

What the CAPE graph really shows: no, it’s not a bubble

April 13, 2015 by Leave a Comment

I get a lot of comments that make me feel insane because I think stocks are fairly valued, or that you could be waiting forever for the next big crash. Just so you know, I’m a big fan of Benjamin Graham’s The Intelligent Investor, I love companies with low 10-year PE ratios, and I do […]

Filed Under: Investing

The world’s most undervalued stock markets

April 10, 2015 by Leave a Comment

Recently I’ve written about the inverse of P/E ratio (which I call corporate earnings yield) vs. risk-free return (government bond yields). As inflation expectations drop, interest rates also drop, and valuations adjust higher as investors expect less return on their investments. It’s a simple relationship (more below), and it shows that US stocks are fairly […]

Filed Under: Investing

The seasonality of Chicago crime

April 9, 2015 by Leave a Comment

I wrote a couple posts on Chicago crime: 13 data narratives and Chicago crime by hour. But the data are so interesting that I wanted to dig deeper into the seasonality of Chicago crime. Before I was using trendlines to show this, but by switching to a color-box like below, we can more easily compare […]

Filed Under: Data visualization

Financial instability, ha!

April 8, 2015 by 1 Comment

People seem really worried about a bubble in stocks. What do they recommend? That the Fed raise rates now to pop the bubble. Recently Ben Bernanke has weighed in on whether monetary policy is the right tool to correct for financial imbalances. Scott Sumner has a nice reply on how the Fed’s popping the stock market […]

Filed Under: Economics

Waiting forever for the next big crash

April 7, 2015 by Leave a Comment

This was an interesting proposition from economist Steen Jakobsen: take 6 months off from the market. With the S&P 500 P/E ratio at 20 and the Shiller CAPE at 27, the market does appear historically overvalued. But stocks are a security like any other. You take the risk-free rate of return (10-year treasuries at 1.9%), add a […]

Filed Under: Investing

Which telecom stock should you pick?

April 6, 2015 by Leave a Comment

With the latest jobs report, it’s starting to look like interest rates could be low for quite some time. For those of you who blame the Fed, you should really check out Bernanke’s new blog on why interest rates are low. For investors, the chase for yield is still on. One great place to find […]

Filed Under: Investing

Bernanke’s new blog

April 3, 2015 by Leave a Comment

I’ve been reading former Fed Chairman Ben Bernanke’s new blog with fascination. His first posts have been interesting, but also seem like an excuse for overly tight Fed policy. On interest rates (part 1, part 2, part 3), he gives a good defense of why the Fed has kept rates low: …raising interest rates prematurely […]

Filed Under: Economics

Visualizing crime by hour in Chicago

April 2, 2015 by Leave a Comment

A comment on my blog from spreadsheetjournalism suggested that looking at Chicago crime data in Excel might yield more insights because you could better see crime by hour. This is certainly possible in Tableau, and the visuals will bring quicker insight in rapid-fire succession when compared to an Excel pivot table. Before delving into the data, I suspect […]

Filed Under: Data visualization

Don’t invest in Bitcoin either: the perils of gold, cash & code

April 1, 2015 by Leave a Comment

I have a guest post over on Diginomics about the 3 monetary paradoxes of Bitcoin. Since yesterday’s post was about not investing in gold, it seems like a good segue to advise you not to invest in Bitcoin either. For that matter, don’t keep your savings in cash. All these assets have one thing in […]

Filed Under: Investing

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