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bbro

bbro
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  • Building permits unexpectedly slip in March [View news story]
    6 month moving average of housing starts is well above the 18 month moving average....no recession in sight....

    6 month moving average continues to move northward
    Apr 16 08:48 AM | 1 Like Like |Link to Comment
  • Housing Starts [View news story]
    6 month moving average of housing starts is well above the 18 month moving average....no recession in sight....

    6 month moving average continues to move northward....
    Apr 16 08:35 AM | 1 Like Like |Link to Comment
  • Real Retail Sales Set New High: Real Wages Decline [View article]
    Real Retail sales is the group of indicators that I track that either lead or coincide before a recession starts. Real Retail Sales tends to be more coincidental than leading in nature.
    Apr 15 03:43 PM | 1 Like Like |Link to Comment
  • Consumer Price Index rises by 0.1% [View news story]
    Y-o-Y 1.5%....Eurodollar futures projects a 1.5% libor rate in June 2016....
    Apr 15 08:35 AM | 1 Like Like |Link to Comment
  • Retail Sales rises 1.1% [View news story]
    Retail Sales ex gasoline yoy is 4.6%.....
    Apr 14 08:51 AM | 2 Likes Like |Link to Comment
  • Markets Headed For Steep Correction [View article]
    Money Markets plus Savings deposits to total market capitalization was 23% in March 2000,in October 2007 it was 42%...today this ratio is 49%
    Apr 14 08:49 AM | 1 Like Like |Link to Comment
  • Citigroup higher after beating estimates [View news story]
    170 billion dollars of Tangible Common Equity vs 30 billion dollars of TCE at the end of 2008....
    Apr 14 08:21 AM | 5 Likes Like |Link to Comment
  • Why Stocks Won't Crash (For Now) [View article]
    Y-o-Y Real Currency growth is 6.1%....way above the 2.5% warning level....
    Apr 14 04:21 AM | Likes Like |Link to Comment
  • Stocks More Overvalued Than At 10 Of Last 18 Market Peaks [View article]
    Money markets plus Savings Deposits to Total Market Capitalization is 49%....major market tops do not come with a ratio that high....
    Apr 13 09:38 AM | Likes Like |Link to Comment
  • Why Stocks Won't Crash (For Now) [View article]
    No recession has started over the last 60 years until the fed funds rate has reached at least 3%....
    Apr 13 09:13 AM | 10 Likes Like |Link to Comment
  • Bad Investor Behavior: Overemphasizing Experience [View article]
    First rule of thumb...know where you are in the business cycle....
    Apr 12 07:38 AM | 1 Like Like |Link to Comment
  • China Slowdown Will Trigger Black Swan Event [View article]
    What are total foreign exchange reserves of China compared to the world?
    Apr 12 01:09 AM | 1 Like Like |Link to Comment
  • The End Of The Correction-Less Fantasy Land [View article]
    25 out of the last 30 years had at least one 7% correction...
    Apr 11 06:06 PM | 1 Like Like |Link to Comment
  • Assessing The Recent Stock Market Damage [View article]
    The bull market will not end this year....
    Apr 11 05:20 PM | 8 Likes Like |Link to Comment
  • Producer Price Index rises by 0.5% [View news story]
    Y-o-Y...1.4%
    Apr 11 08:34 AM | Likes Like |Link to Comment
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