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bbro

bbro
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  • Short These Oil & Gas Companies - They Are Going To Zero [View article]
    Vanguard Natural Resources 7.875 4/1/2020 trades around 79
    now...at end of the second quarter this bond was 97.... December 16 2014 this bond was trading around 78....
    Aug 19, 2015. 07:53 AM | 1 Like Like |Link to Comment
  • Atlanta Fed sees 1.3% Q3 GDP growth [View news story]
    You will find GDPnow to be an erratic forecaster...there is a reason GDP tracking models are generally kept in house...caveat emptor...
    Aug 18, 2015. 03:56 PM | Likes Like |Link to Comment
  • Housing starts come in strong in July [View news story]
    "The foreclosure rate for the U.S. has dropped to its lowest level since 2007, supported by a continuing decline in loans made before 2009, gains in employment and higher housing prices," said CoreLogic chief economist Frank Nothaft in a release."


    http://bit.ly/1IZNeYq
    Aug 18, 2015. 09:05 AM | 4 Likes Like |Link to Comment
  • Housing starts come in strong in July [View news story]
    6 month moving average of Housing Starts...highest in 7.33 Years....
    Aug 18, 2015. 08:42 AM | Likes Like |Link to Comment
  • Oil settles below $42 per barrel [View news story]
    On Friday..Bloomberg High Yield Energy Corporate Bond Index was the lowest it had been since October 14,2011. Yield to Maturity was 17.65%..3 weeks ago it was 11.74%...today it made another new low...
    Aug 17, 2015. 03:39 PM | 3 Likes Like |Link to Comment
  • It's Time To Get Mad [View article]
    Time to get mad?

    Methinks the author is about to announce his candidacy for President of the United States....
    Aug 17, 2015. 10:33 AM | 4 Likes Like |Link to Comment
  • Memorial Production Partners LP Cuts Distribution 45%. Now What? [View article]
    MEMP 7.625 5/01/2021 bonds....

    Traded Friday at 71.5....now below the low of 73 made on December 16 2014...on 3/17/15 was trading at 92...end of 2nd qtr closed at 95...
    Aug 17, 2015. 05:31 AM | 2 Likes Like |Link to Comment
  • Weekly Market Update: China Throws A Punch, The Market 'Bobs, 'Weaves', And Remains On Its Feet [View article]
    Shadowstats?.....

    b-bro.....B.Y.O.B.

    (retired early; former bond trader)
    Aug 15, 2015. 04:05 PM | 3 Likes Like |Link to Comment
  • Weekly Market Update: China Throws A Punch, The Market 'Bobs, 'Weaves', And Remains On Its Feet [View article]
    Excellent article...thorough and comprehensive...I have 3 proprietary indicators based on private sector job openings,private sector hires and total quits levels which
    come from the JOLTS survey....all were positive for the US economy.....
    Aug 15, 2015. 07:08 AM | 6 Likes Like |Link to Comment
  • Industrial production increased in July [View news story]
    Y-o-Y Durable Consumer Goods +5.9%

    Y-o-Y Oil and Gas Well Drilling -53.2%
    Aug 14, 2015. 09:20 AM | 2 Likes Like |Link to Comment
  • PPI increases more than expected in July [View news story]
    Y-o-Y Final Demand less Energy +0.5%
    Aug 14, 2015. 08:35 AM | Likes Like |Link to Comment
  • Retail Sales Still Down For Now 7 Months [View article]
    Year over Year Gasoline Station sales...

    2014 10 -3.28%
    2014 11 -4.53
    2014 12 -15.01
    2015 01 -24.02
    2015 02 -22.53
    2015 03 -20.02
    2015 04 -22.08
    2015 05 -18.59
    2015 06 -16.09
    2015 07 -15.18%
    Aug 14, 2015. 02:17 AM | 2 Likes Like |Link to Comment
  • Retail Sales Still Down For Now 7 Months [View article]
    Year over Year Retail Sales ex Gasoline Station Sales....

    2014 10 5.49%
    2014 11 5.83
    2014 12 5.52
    2015 01 7.14
    2015 02 4.88
    2015 03 4.78
    2015 04 4.19
    2015 05 5.02
    2015 06 3.93
    2015 07 4.47%

    Well above what would be considered recessionary...
    Aug 14, 2015. 02:08 AM | 2 Likes Like |Link to Comment
  • U.S. crude oil plunges another 2.5%, lowest since March 2009 [View news story]
    Bloomberg High Yield Energy Corporate Bond Index broke the lows made on December 16th 2014 today. This index is now the lowest it has been since October 21,2011. Yield to Maturity is now 15.25%..little over 2 weeks ago it was 11.74%
    Aug 13, 2015. 08:35 PM | 1 Like Like |Link to Comment
  • U.S. crude oil plunges another 2.5%, lowest since March 2009 [View news story]
    Columbus Ohio....

    Today 2.883 Yesterday 2.533 One week ago 2.389
    Aug 13, 2015. 07:52 PM | Likes Like |Link to Comment
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