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bbro

bbro
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  • Gold: Short And Waiting For The Washout [View article]
    Very very rare for both to go down together....and if they do it is a very short period...correlation over the last 26 years is -4.8....small but still negative correlation...
    Sep 16 11:51 AM | Likes Like |Link to Comment
  • BAML survey: Spring rate hike about baked in [View news story]
    3 month libor in December 2016 is currently priced at 2.15...
    Sep 16 10:15 AM | Likes Like |Link to Comment
  • Are Bear Markets The New Bull Markets? [View article]
    Harry...

    "The Dow has finally crossed the 17,000 mark and now I see it winding down, week after week… falling to 6,000 by late 2016 or early 2017."

    I assume Harry has bought loads of December 2016 SPY 70 and 80 puts....better yet he'll just get some suckers to buy his newsletter....
    Sep 16 10:09 AM | 3 Likes Like |Link to Comment
  • Gold: Short And Waiting For The Washout [View article]
    The Gold to S&P 500 ratio will fall to .50....the most likely scenario is a rising S&P 500 with a stagnant Gold price....as of yesterday it was .622..on October 9th 2007 it was .465
    Sep 16 08:20 AM | 1 Like Like |Link to Comment
  • Growth Debt And Secular Stagnation - Implications For The S&P 500 [View article]
    Got a pretty sweet earnings yield out in 2070 of 82%...
    Sep 15 03:10 PM | Likes Like |Link to Comment
  • Growth Debt And Secular Stagnation - Implications For The S&P 500 [View article]
    So by 2024 you have a earnings yield of 7% with a 10 year treasury at 4.7%

    What is Global GDP in 2024?
    Sep 15 03:01 PM | Likes Like |Link to Comment
  • Industrial Production declines in August [View news story]
    YoY Durable Consumer Goods +5.3%
    YoY Business Equipment +5.7%


    Good numbers...
    Sep 15 09:35 AM | 2 Likes Like |Link to Comment
  • Jobless Claims +11K to 315K [View news story]
    Both...
    Sep 15 07:33 AM | Likes Like |Link to Comment
  • Jobless Claims +11K to 315K [View news story]
    Shouldn't you be following debt to assets??
    Sep 15 07:33 AM | Likes Like |Link to Comment
  • Tell-Tale Signs Of A Market Top [View article]
    If you look at the history of data available back in the 1920's it is like talking about the dark ages. 1927 the only employment data provided was for manufacturing estabishments and railroads.They didn't start to cover nonmanufactring establishments until 1932. By 1939 it was finally covering all industries in the US.
    Sep 14 06:38 PM | 2 Likes Like |Link to Comment
  • Tell-Tale Signs Of A Market Top [View article]
    For the economy I track over 30 indicators and there is a lot of redundancy...could
    reduce them to about 8 and probably have the same potential accuracy....the stock market is another endeavor....
    Sep 14 02:18 PM | 1 Like Like |Link to Comment
  • Tell-Tale Signs Of A Market Top [View article]
    Bachelors degree or higher unemployment levels actually seems to have a slightly greater lead time
    (not a lot though)
    Sep 14 02:14 PM | 1 Like Like |Link to Comment
  • GLD - The Bottom Is Here [View article]
    Be very careful....during the period of January 1996 to January 1998...Gold 14 day RSI went below 30 12 times....Gold dropped 25% over that period and it was pretty
    much a steady drop...
    Sep 14 12:45 PM | 3 Likes Like |Link to Comment
  • Last Stand Approaching For Gold [View article]
    Gold will be of interest when the Gold to S&P 500 ratio moves above its 24 month moving average...
    Sep 14 10:15 AM | Likes Like |Link to Comment
  • Weighing The Week Ahead: Will The Fed Change Course? [View article]
    Another excellent presentation...when someone asks who is the best on the internet
    with regard to the general stock market I point to your Sunday posting...(I do reference your blog A Dash Of Insight for further study)....
    Sep 14 07:46 AM | 2 Likes Like |Link to Comment
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