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bbro

bbro
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  • Face-Off On Greece: An Interim Update [View article]
    Excellent work Jeff...thank you for the article on Greece and the past observations of
    Mr Mauldin....you are my first recommendation for novice investors ( and seasoned
    investors for that matter). I have contributed to Mr Mauldin's coffers (bought his book Bull's Eye Investing). I wish I could get my $25 dollars back.
    Apr 9 01:51 AM | 7 Likes Like |Link to Comment
  • Private sector Hires,Private Sector Job Openings and Total Quits all point to no recession on the horizon....
    Apr 8 10:04 AM | 1 Like Like |Link to Comment
  • What The Equity Bulls Need For The Next Phase [View article]
    Carlos and John were married (assigned) to the product they had to trade.When I was
    a bond trader I dreaded being assigned to trade a particular product because
    you were generally tied to its performance and you had to meet customer
    needs. Dynamics of markets are changing all the time but certain pieces of data when analyzed to detect a change in momentum can warn you. Investors
    have much greater flexiblity but usually don't exercise it either through neglect or apathy or their financial advisor doesn't want to be bothered.
    Apr 7 12:00 PM | 1 Like Like |Link to Comment
  • What The Equity Bulls Need For The Next Phase [View article]
    I would prefer my historical indicators not be accepted by the general investing public. I am willing to give hints but not the formulas.
    Apr 7 10:19 AM | 3 Likes Like |Link to Comment
  • John Hussman: The Other Side Of The Mountain [View article]
    How about 2016?
    Apr 7 10:16 AM | 2 Likes Like |Link to Comment
  • John Hussman: The Other Side Of The Mountain [View article]
    Based on the amount of money in money market funds and savings deposits the market is currently 18% undervalued....
    Apr 7 09:16 AM | 2 Likes Like |Link to Comment
  • Gallup US Consumer Spending [View news story]
    This indicator is best followed on a year over year basis since it is not seasonally adjusted....
    Apr 7 08:33 AM | 1 Like Like |Link to Comment
  • What The Equity Bulls Need For The Next Phase [View article]
    The Deposits to Loans ratio indicates this business cycle has a long way to run....
    Apr 7 08:31 AM | 1 Like Like |Link to Comment
  • Thee Sunday reads [View news story]
    Tack....you are correct particularly if you look the relationship between profit margins to GDP and corporate bond yields (such as the Baa corporate bond
    yield)....
    Apr 6 02:03 PM | Likes Like |Link to Comment
  • Thee Sunday reads [View news story]
    Waiting for the mean reversion of corporate profits/GDP can be a costly endeavor
    for bearish investors...better to use more timely and less revision risk indicators to forecast
    that eventuality...
    Apr 6 10:15 AM | Likes Like |Link to Comment
  • Thee Sunday reads [View news story]
    The limitations behind the GDP data are basically three fold...one its frequency(quarterly) ,two its timeliness it comes a month or two after the fact, and
    three there is fair amount of revision risk to the data. That being said, the components within the GDP when tracked on a year over year basis yield tremendous predictive value.
    Apr 6 08:45 AM | Likes Like |Link to Comment
  • Economy Knocking At Recession's Door [View article]
    I track 16 indicators that either lead or coincide when a recession starts only one is currently negative and it is subject to many false signals. None of the higher value indicators point towards a recession.
    Apr 5 07:48 AM | 13 Likes Like |Link to Comment
  • 192K jobs gain in March about inline [View news story]
    Good numbers
    Apr 4 08:35 AM | 4 Likes Like |Link to Comment
  • Spanish borrowing costs below those in U.S. [View news story]
    The government debt service to government revenue ratio is way below danger levels...
    Apr 4 08:18 AM | Likes Like |Link to Comment
  • When Will The Bubble Burst? [View article]
    S&P 500 in January 1950 was 17.05 ....January 1980 it was 114.16...a gain of 670%
    (dividends not included)....
    Apr 3 11:50 AM | 1 Like Like |Link to Comment
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