September 22, 2014
Long Commutes in Puerto Rico and Finding the Next Detroit
This week we explore newly released commuting data from the U.S. Census Bureau and demonstrate use of DIVER Analytics-Filter Module to prioritize credit surveillance work.
Please click here to read the rest of this week’s commentary: http://www.lumesis.com/commentary-blog/2014-commentary/9-22-2014-long-commutes-in-puerto-rico-and-finding-the-next-detroit
September 15, 2014
Pensions, San Francisco Airport and a P3 Win for Taxpayers
This week we take a quick look at state and local pension funding, preview the largest deal of the week and highlight a win for taxpayers.
Please click here to read the rest of this week’s commentary: http://www.lumesis.com/commentary-blog/2014-commentary/9-15-2014-pensions-san-francisco-airport-and-a-p3-win-for-taxpayers
September 8, 2014
Los Angeles is a Jobs Over-Achiever and Minneapolis MAC Airport Preview
This week we update an analysis of job growth by county and preview Minneapolis-St. Paul International airport deal with a focus on the economic strength of the O&D market.
Please click here to read the rest of this week’s commentary: http://www.lumesis.com/commentary-blog/2014-commentary/9-8-2014-los-angeles-is-a-jobs-over-achiever-and-minneapolis-mac-airport-preview
September 2, 2014
Economic Health as Measured by the Geo Score – Delmarva Worth Watching
This week we take a look at the newly released DIVER Geo Scores for August 2014. The DIVER Geo Score represents a relative score of the economic health of a U.S. State, county or city. Based on a scale of 0-10, with 10 being the best, this data is updated monthly and is calculated from multiple economic and demographic factors related to three primary data categories—employment, income and housing.
Please click here to read the rest of this week’s commentary: http://www.lumesis.com/commentary-blog/2014-commentary/9-2-2014-economic-health-as-measured-by-the-geo-score-delmarva-worth-watching
August 25, 2014
Job Growth, a Surprise From Michigan and “City Sectors”
This week we explore State and county job data with a drill down into Michigan and look at another tool for categorizing municipal borrowers.
Please click here to read the rest of this week’s commentary: http://www.lumesis.com/commentary-blog/2014-commentary/8-25-2014-job-growth-a-surprise-from-michigan-and–city-sectors
August 18, 2014
Grouping Cities by “Community Profiles” Validates the Geo Score & A Look at NJ
This week we look at a grouping scheme for US cities and think about ways to apply it to municipal bond investing. We also use the occasion of bad news for Atlantic City to take a deeper dive into New Jersey county-level DIVER Geo Scores.
Please click here to read the rest of this week’s commentary: http://www.lumesis.com/commentary-blog/2014-commentary/8-18-2014-grouping-cities-by–community-profiles–validates-the-geo-score-a-look-at-nj
August 11, 2014
This week we offer a change to our Commentary approach. An article published last week by Propublica regarding Tobacco Bond Issuers got Mike’s goat and he decided to provide his critique of a main-stream media’s “story” about the muni market. Before going there, one quick point regarding relaxed lending standards.
Please click here to read the rest of this week’s commentary:http://www.lumesis.com/commentary-blog/2014-commentary/8-11-2014–a-word-about-fair-isaac-and-our-response-to-the-kitchen-sink-being-thrown-at-tobacco-bond-issuers