Seeking Alpha

bbro

bbro
Send Message
View as an RSS Feed
View bbro's Comments BY TICKER:
Latest  |  Highest rated
  • Oil And Gas Bloodbath Spreads To Junk Bonds, Leveraged Loans; Defaults Next [View article]
    Uber....ever try and talk to them about a false charge....
    Dec 7, 2014. 10:38 AM | Likes Like |Link to Comment
  • Weighing The Week Ahead: Time For A Santa Claus Rally? [View article]
    The S&P Price to Sales at 1.79 is the one metric that has the S&P 500
    overvalued. However it is dangerous to hang your hat solely on that metric
    after all EWI (Italy) has a Price to Sales of .56.....

    When Conference Board Index of Leading Indicators on a year over year
    basis has gone negative it has tended to precede a the y-o-y drop in S&P 500 forward earnings...currently y-o-y LEI is +7.9%....
    Dec 7, 2014. 10:22 AM | 3 Likes Like |Link to Comment
  • Oil And Gas Bloodbath Spreads To Junk Bonds, Leveraged Loans; Defaults Next [View article]
    USO is about 8% away from its February 18 2009 low....
    Dec 7, 2014. 08:13 AM | 1 Like Like |Link to Comment
  • Oil And Gas Bloodbath Spreads To Junk Bonds, Leveraged Loans; Defaults Next [View article]
    "Turns out, the Fed, so ingeniously prolific in buying financial assets to inflate their prices, can't buy oil."

    You can bet the majors are looking at possible takeover bids....
    Dec 7, 2014. 07:11 AM | 4 Likes Like |Link to Comment
  • Will Oil Price Decline Be The Trigger For A Larger Global Economic Slowdown? [View article]
    Yardeni's look at World Oil Revenues and Outlays....

    http://bit.ly/1BqaFID
    Dec 7, 2014. 07:04 AM | Likes Like |Link to Comment
  • Weighing The Week Ahead: Time For A Santa Claus Rally? [View article]
    Another great summation...

    Question...

    How many trades over a three year period would you estimate Oscar would
    make versus Felix ? I do understand the answer may have variability.
    Dec 7, 2014. 04:21 AM | 1 Like Like |Link to Comment
  • Is This Irrational Exuberance 3.0? [View article]
    "According to the trailing twelve month S&P 500 P/E data, we are currently at a PE of about 20.04."

    This website says it's current but it's actually 2nd qtr data...98.2% of the 3rd qtr is in...here is a better website for current PE data...

    http://bit.ly/1pCGUzG
    Dec 6, 2014. 03:35 PM | 2 Likes Like |Link to Comment
  • Oil tumbles to five-year low [View news story]
    Heavy Truck Sales just in...Highest since February 2007....

    Heavy Trucks are trucks with a gross vehicle weight larger than 14,000 pounds.
    Dec 5, 2014. 10:54 AM | 3 Likes Like |Link to Comment
  • 321K jobs added in November [View news story]
    Heavy Truck Sales just in....Highest since February 2007...

    Heavy Trucks are trucks with more than 14,000 pounds gross vehicle
    weight...

    Heavy Trucks....

    http://bit.ly/1Au6ubo
    Dec 5, 2014. 10:29 AM | 3 Likes Like |Link to Comment
  • The Retail Apocalypse Accelerates: Collapsing Holiday Sales Are A Signal That A Recession Is Coming [View article]
    "financial disaster porn".....excellent....
    Dec 5, 2014. 10:12 AM | 2 Likes Like |Link to Comment
  • 321K jobs added in November [View news story]
    How many jobs does it take to have 4.5% nominal GDP growth?
    Dec 5, 2014. 09:58 AM | Likes Like |Link to Comment
  • 321K jobs added in November [View news story]
    Total Private 6 month span Diffusion Index (over 264 industries) comes in at
    75.8...the highest reading since May 1998....
    Dec 5, 2014. 09:18 AM | 5 Likes Like |Link to Comment
  • 321K jobs added in November [View news story]
    10.4 million jobs since February 2010....all leading indicators inside the payroll
    and household surveys are positive....Full time to Part-time due to Economic
    Reasons Ratio makes a 6 year high....No recession next year...
    Dec 5, 2014. 08:42 AM | 9 Likes Like |Link to Comment
  • $150B+ of oil projects likely to be put on hold in 2015 [View news story]
    Does the data say how much is US based?
    Dec 5, 2014. 06:59 AM | 1 Like Like |Link to Comment
  • Texas banks suffer alongside oil [View news story]
    Phew....saw the headline...thought I was back at Interfirst...
    Dec 3, 2014. 01:52 PM | 1 Like Like |Link to Comment
COMMENTS STATS
9,834 Comments
15,606 Likes