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1238 GMT [Dow Jones] Don't read too much joy in the drop in jobless rate to 9.5%. It reflects people dropping out of the labor force--probably giving up because hiring is so sparse. According to the household survey, households reported 301,000 fewer jobs in June and labor force dropped...

Global manufacturing, slowing down in most countries http://blogs.wsj.com/economics/2010/07/01/world-wide-factory-activity-by-country-6/

No, I bought around Sep 2009 and gave them 3 months or so to expiration, they all went to $0

Amazing, market is down almost 2%, oil 4% and the ZQ Dec 2011 didnt move. Only the 30y is responding a lot

My SPY 70.00 puts also doubled. But I do remember getting hurt by buying XLF puts even though in the end it looks like my thesis is working right now. Timing is hard, in the end you might be forced to purchase expirations that gives you plenty of time, and that comes at the cost

I'm not sure. The thing isnt even trading, liquidily low and no volume

Its amazing the 2011 H2 ZQ contracts didnt much move up after the dismal ISM and home sales report. To me, they significantly increase the chance of a recession(specially combined with a decline in stock prices). Markets can be quite inefficient sometimes

Double dip odds rises. ISM manufac 56.2 vs 59 expected, new orders/production plunge

Greenspan: Consumer spending was held up by stock market capital gains in the upper income earners http://www.cnbc.com/id/15840232?video=1534915026&play=1 The idea that consumer spending is 'back to normal trend growth' might prove premature once the asset fueled spending boom ends

Greenspan says economic future depends on the stock market "While ordinarily we’re seeing the stock market driven by economic events, I think it’s more the reverse" http://noir.bloomberg.com/apps/news?pid=20601110&sid=aVjVyrKBvqyo Its payback time for the self-fulfilling recovery rally...

Jobless claims not encouraging +13K "Economists had expected claims would fall by 2,000"

Hussman on Kudlow http://www.cnbc.com/id/15840232?video=1534417211&play=1 Says high earnings estimates by analysts correlates with stock market losses

Global Manufacturing Shows Weakening From China to Europe http://noir.bloomberg.com/apps/news?pid=20601087&sid=aaqOeS4Rmf24&pos=1 Lets see what the US data today shows, it would have to start to drop and slow significantly to signal some kind of double dip recession

Interesting article about jobless recoveries http://www.econbrowser.com/archives/2010/06/jobless_recover.html It appears that jobless recoveries are more of a symptom of mature economies that have slower growth rates(and robust labor force growth) rather than some technicality regarding the...

Dallas Fed: Inventory lead recovery coming to an end, no substitute for growth driver seen http://dallasfed.org/research/update-us/2010/1004.cfm

In a few months we will hear "Ireland is not Spain, Italy, Greece or Portugal" then "UK is not Ireland, Spain, Italy, Greece or Portugal"

Evans cautious on more stimulus but says if thing falter, they are ready to act on more asset purchases http://www.cnbc.com/id/15840232?video=1533905832&play=1

Gary Shilling, 50% chance of 'global double dip' http://www.cnbc.com/id/15840232?video=1533431311&play=1

Dimon must expect to be testifying before Congress soon

There is something that the people who advocate more US fiscal stimulus seem to be missing. If they expect that more stimulus will improve debt to GDP ratios as compared to a gradual exit, they are essentially claiming stimulus 'pays for itself', which begs the question, why they criticized the...