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bbro

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  • Weighing The Week Ahead: What Are The Lessons From The Market Turmoil? [View article]
    Excellent compilation....Oil prices..."Falling oil prices have never predicted an economic downturn"....no recession has occurred over the last 65 years
    unless the 36 month rate of change of oil prices was positive.....it is going to be awhile before we see a positive 36 month rate of change for Oil Prices ( late 2017?
    unless someone sees $90+ oil in the next 2 years....December 2017 WTI crude oil futures closed Friday at 56.54....Spot WTI Crude Oil for December 2014 was 55.58)

    P.S. Special thanks for Beloit College Freshman "Mindset" List
    Aug 30, 2015. 03:30 AM | 6 Likes Like |Link to Comment
  • Felix Zulauf: Bottom isn't in yet [View news story]
    Rich...


    The meeting was on October 24,2011

    http://tinyurl.com/pq7...
    Aug 29, 2015. 02:22 PM | 2 Likes Like |Link to Comment
  • Felix Zulauf: Bottom isn't in yet [View news story]
    Felix Zulauf...October 24,2011...

    "Equities remain in a long term secular bear market dating back to 2000, one that is unlikely to end before 2017."

    "There is no price target on Gold, but he expects higher prices, and perhaps significantly higher prices over the next decade."
    Aug 29, 2015. 09:22 AM | 59 Likes Like |Link to Comment
  • The Disaster Of GDP Analysis [View instapost]
    Y-o-Y change of Gasoline Consumption and other Energy Goods...-95.6 billion

    Y-o-Y change in Petroleum and Natural Gas Structures..

    -52.9 billion


    YoY % change in Nominal GDP minus Gasoline Consumption
    and Petroleum and Natural Gas Structure spending... +4.7%
    Aug 29, 2015. 08:24 AM | Likes Like |Link to Comment
  • The Stock Market Speaks - We Learn Irrationality Isn't Always Associated With 'Exuberance' And 'Euphoria' [View article]
    Excellent article....thanks...
    Aug 29, 2015. 02:39 AM | 9 Likes Like |Link to Comment
  • Making Sense Of The Market Crash With Jeremy Siegel [View article]
    "From a price-to-earnings (P/E) perspective, the S&P 500 is selling at 17x earnings, where the median and average since 1954 are at 16.4x and 17x, respectively, "

    Median and average since 1954 for the Baa corporate bond is 7.4% and 8% respectively...the
    Baa corporate yield is currently 5.33%
    Aug 29, 2015. 01:19 AM | 4 Likes Like |Link to Comment
  • At the close [View news story]
    Summertime computer fun....
    Aug 27, 2015. 04:07 PM | 1 Like Like |Link to Comment
  • Oil skies 10% as Venezuela reportedly asks for emergency OPEC meeting [View news story]
    December 2019 WTI 59.84....was at one point this week at 55...
    Aug 27, 2015. 04:06 PM | 2 Likes Like |Link to Comment
  • Initial Jobless Claims [View news story]
    Year over Year NSA initial jobless claims...Texas,Oklahoma North Dakota,
    Alaska Louisiana...+2080

    Georgia Tennessee,North Carolina,South Carolina -4209

    California,Florida,New York and Illinois -7459
    Aug 27, 2015. 09:26 AM | Likes Like |Link to Comment
  • Q2 GDP growth estimate raised to 3.7% [View news story]
    Year over Year Nominal GDP minus Gasoline Consumption... +4.3%
    Aug 27, 2015. 08:44 AM | 1 Like Like |Link to Comment
  • How Long Will The Deflation Driven Stock Market Correction Last? [View article]
    "Lending levels relative to GDP in many sectors of the U.S. economy, including consumer borrowing, student loans, business loans and stock margin debt, show leverage in the U.S. financial market is currently flashing red, even without a mortgage lending crisis."

    http://bit.ly/1JnUnCc

    Leverage Subindex encompasses 36 indicators
    Aug 27, 2015. 05:32 AM | 2 Likes Like |Link to Comment
  • Durable goods orders gain in July [View news story]
    Shipments of durable goods, which are used in calculating gross domestic product, climbed 0.6 percent last month. They rose 0.9 percent in June, also revised up from a 0.3 percent increase.
    Aug 26, 2015. 09:08 AM | 1 Like Like |Link to Comment
  • Weekly Market Update - August 22nd, The FED And EARNINGS, Amidst A Strong Dollar And Weak Crude Oil [View article]
    FG...Wait and see.....buy now...both good positions depending on time frame...
    Aug 25, 2015. 06:35 PM | 2 Likes Like |Link to Comment
  • Weekly Market Update - August 22nd, The FED And EARNINGS, Amidst A Strong Dollar And Weak Crude Oil [View article]
    Merrill on Exxon...

    " If the firm assumes flat $45 per barrel West Texas Intermediate (WTI) in perpetuity oil, net debt peaks at $39 billion at year-end 2017, compared to $30 billion at the end of the second quarter of fiscal year 2015 (2QFY15, ended June 30, 2015). However, this implies a peak net debt to capitalization that increases just 3% to 17% and well below peak levels carried during the last downturn."

    Who thinks we will have $55 WTI in December 2019??
    Aug 25, 2015. 05:34 PM | Likes Like |Link to Comment
  • Stocks stumble to session lows [View news story]
    TLT -1.61%
    GLD -1.24%
    FXF -.91%
    SPY -1.18%

    ????
    Aug 25, 2015. 04:16 PM | 3 Likes Like |Link to Comment
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