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  • S&P 500 Weekly Update: In Short, If Bulls Are Going To Step Up, They Need To Do So Soon  [View article]
    Thanks for your article FG...

    I expect new closing lows on the S&P 500...I also do not expect a recession....so will I poke around at buying the S&P 500 or DJ30 if the selloff gets particularly virulent...

    Right now Dow Jones 30 Dividend yield is 2.71%....30 year treasury yield is 2.68%..
    On October 3,2011 the DJ30 Dividend yield was 2.82%...to get to that yield we need a further 4% selloff...
    Feb 7, 2016. 04:56 AM | 2 Likes Like |Link to Comment
  • Smelling The Recession  [View article]
    Right now I have 3 indicators that tell me we could go into recession...S&P 500,A High Yield
    Indicator I use and a Eurozone Sentiment index...I also have 13 that say we are not going into
    a recession....
    Feb 6, 2016. 11:12 AM | 5 Likes Like |Link to Comment
  • How Long Will The Next Bear Market Last  [View article]
    S&P 500 October 1965 92.41

    S&P 500 September 1995 584.40


    (Dividends not included)
    Feb 6, 2016. 10:40 AM | 2 Likes Like |Link to Comment
  • Consumer Credit tops expectations for December  [View news story]
    YoY Real Currency Growth...+6.2%...need this drop below 2.5% to get a possible recession signal....
    Feb 6, 2016. 09:50 AM | Likes Like |Link to Comment
  • How Long Will The Next Bear Market Last  [View article]
    "The next bear market may already be well underway."

    and

    "Instead, I believe the next bear market is one that could bring declines in excess of -30% or -50% or more. "

    I am assuming you are completely out of equities....
    Feb 6, 2016. 08:44 AM | 2 Likes Like |Link to Comment
  • Linn Energy -45% amid likelihood of bankruptcy  [View news story]
    HYG has 14 million in Linn Energy Bonds...HYG has 13.4 billion in assets...
    Feb 5, 2016. 05:26 PM | Likes Like |Link to Comment
  • At the close  [View news story]
    Did not get a buy signal today...need a new closing low...and a few days....
    Feb 5, 2016. 05:17 PM | 1 Like Like |Link to Comment
  • At the close  [View news story]
    30 year bond yield....2.68%...Dow Jones Dividend Yield...2.71%
    Feb 5, 2016. 04:32 PM | 3 Likes Like |Link to Comment
  • Payrolls miss, but UE rate dips to 4.9%  [View news story]
    Year over Year Private sector jobs created....2.587 milllion and that is after
    yoy job losses of 133,000 mining and logging,18,000 primary metals,22,000 fabricated metal products and 40,000 machinery....
    Feb 5, 2016. 10:09 AM | 2 Likes Like |Link to Comment
  • Are High Yield Bond Spreads High Enough?  [View article]
    Yield to maturity...

    Bloomberg High Yield Financals 7.07% Average Life 5.01
    Bloomberg High Yield Health Care 6.70% Average Life 5.60
    Bloomberg High Yield Consumer Discretionary 8.04% Average Life 5.39
    Bloomberg High Yield Communications 8.56% Average Life 5.92
    Bloomberg High Yield Energy 16.86% Average Life 7.27
    Feb 4, 2016. 03:07 AM | Likes Like |Link to Comment
  • U.S. Economy added 205K jobs in January  [View news story]
    1983 GDP per employee...$36,000

    2015 GDP per employee $121,000


    2007 GDP per employee $99,000
    Feb 4, 2016. 02:14 AM | Likes Like |Link to Comment
  • Economic activity in the non-manufacturing sector expanded at slower pace  [View news story]
    "The 10 non-manufacturing industries reporting growth in January — listed in order — are: Finance & Insurance; Real Estate, Rental & Leasing; Utilities; Retail Trade; Information; Construction; Agriculture, Forestry, Fishing & Hunting; Health Care & Social Assistance; Management of Companies & Support Services; and Public Administration. The eight industries reporting contraction in January — listed in order — are: Mining; Educational Services; Wholesale Trade; Other Services; Arts, Entertainment & Recreation; Accommodation & Food Services; Transportation & Warehousing; and Professional, Scientific & Technical Services."
    Feb 3, 2016. 10:17 AM | 1 Like Like |Link to Comment
  • U.S. Economy added 205K jobs in January  [View news story]
    Macintosh launched in 1984....
    Feb 3, 2016. 08:38 AM | Likes Like |Link to Comment
  • U.S. Economy added 205K jobs in January  [View news story]
    4.088 million private sector jobs created since Oil topped out in June 2014....1.046
    million private sector jobs created since August 2015....
    Feb 3, 2016. 08:26 AM | Likes Like |Link to Comment
  • S&P 500 Update: Bulls And Bears Focus On Crude Oil And The Fed. Both Have Taken Their Eye Off Of What Really Matters - Earnings  [View article]
    SAAR....Seasonal adjustments are essential for car sales and even then you need a moving average to smooth the data....hence the importance of the 6 month trailing SAAR...
    Feb 2, 2016. 06:14 PM | 1 Like Like |Link to Comment
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