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bbro

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  • Fed's Next Problem: The Iran Nuke Deal And Oil [View article]
    If the 3 year period for 2015-2017 averages $65 a yr for WTI crude it yields a $600
    billion dollar benefit to the US economy versus a $200 billion loss that is realized in
    high yield oil and gas bonds and the oil and gas structure component (Capex) in GDP. The losses are front loaded. Get ready for the wailing in suboptimal GDP as the frontloading shows up in the structures component in GDP national accounts. We have seen this story before and the business recovery was actually extended as a result.
    Mar 20, 2015. 08:14 AM | 3 Likes Like |Link to Comment
  • Shale Oil Is Entering Price-Induced Production Decline, Could Last Until 2017 [View article]
    Eagle Ford discussion at the local level....Notice the "Life at $50" breakfast panel
    held by the San Antonio Petroleum Club on April 2....

    http://bit.ly/1Lymna2
    Mar 20, 2015. 01:58 AM | Likes Like |Link to Comment
  • Leading Indicators edges up 0.2% to 121.4 [View news story]
    6 month % change...+2.4%

    On November 21,2007...

    "During the six-month span through October, the leading index decreased 0.5 percent,"
    Mar 19, 2015. 10:04 AM | Likes Like |Link to Comment
  • Initial Jobless Claims [View news story]
    Year over Year NSA initial jobless claims for Oil producing states ( Texas,Louisiana,
    Oklahoma,North Dakota and Alaska) up 5006. The rest of the country yoy NSA jobless claims down 29392....

    Oil Producing states yoy NSA initial jobess claims have been rising for 7 weeks now...
    Mar 19, 2015. 08:39 AM | 6 Likes Like |Link to Comment
  • 'The U.S. Is Broke' [View article]
    From 1st qtr 1981 to 3rd qtr 1998...the government debt service to total
    government revenue ratio was above 20%.....over 17 consecutive years....

    Nominal GDP grew 192% during that period...
    Mar 19, 2015. 08:25 AM | 4 Likes Like |Link to Comment
  • WTI - It's About Dollar Strength [View article]
    Thanks Tom good article....

    Here is a good article on Iran and Oil....

    http://bloom.bg/1MMfWxh

    The Brent-WTI gap basically started in 2010...Iran pumping an addtional million barrels
    will probably close that gap...
    Mar 19, 2015. 03:00 AM | 1 Like Like |Link to Comment
  • Pain turns to gain as Fed issues dovish tone [View news story]
    After yesterday 2% 3 month libor doesn't appear on the Eurodollar futures curve until March 2018....last September 18 2014,,2% was showing in December 2016...
    Mar 19, 2015. 12:49 AM | 1 Like Like |Link to Comment
  • Oil: Dallas Sellers Club [View article]
    The Texas Rig Count was 898 at the end of September 2014...at the end of this
    week new numbers will come out and place this number under 500...the 2009 low for this number was 329 made in June 2009. Historically,rig count lows come after
    after crude oil price lows....
    Mar 19, 2015. 12:36 AM | 5 Likes Like |Link to Comment
  • At the close [View news story]
    It was more of a color (green vs red) commentary...Yes the dollar got whupped on today...
    Mar 18, 2015. 05:02 PM | Likes Like |Link to Comment
  • At the close [View news story]
    Looks like everybody had fun today...except the Yen and the Pound
    Mar 18, 2015. 04:05 PM | 1 Like Like |Link to Comment
  • Stocks stage sharp turnaround, yields dive following dovish Fed news [View news story]
    December 2015 Eurodollar futures now .72....started year at .92
    Mar 18, 2015. 02:18 PM | 3 Likes Like |Link to Comment
  • 'The U.S. Is Broke' [View article]
    Highest was 1991..27.5%
    Mar 18, 2015. 12:34 PM | 21 Likes Like |Link to Comment
  • 'The U.S. Is Broke' [View article]
    What is government debt service to total government revenue?
    Mar 18, 2015. 11:35 AM | 17 Likes Like |Link to Comment
  • On the hour [View news story]
    At the start of the year December 2015 Eurodollar futures was pricing in .92 3 month libor....today that contract prices .80....the market has been reducing its expectations of the rate rises over the last couple of months...
    Mar 18, 2015. 11:28 AM | Likes Like |Link to Comment
  • Crude tumbles ahead of stockpiles data, Fed decision [View news story]
    Last fall when analysts were publishing break even points all over the place the lowest break even for Eagle Ford Shale that I saw was 42....
    Mar 18, 2015. 07:02 AM | Likes Like |Link to Comment
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