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bbro

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  • Today's Jobs Report And The Cult Of Central Banking: Counting Angels On The Head Of A Pin While Main Street Flounders [View article]
    "Did the author misuse the word "flack" in the second sentence?"

    They probably don't have spell check in Greenwich....
    Sep 7 02:39 PM | Likes Like |Link to Comment
  • Today's Jobs Report And The Cult Of Central Banking: Counting Angels On The Head Of A Pin While Main Street Flounders [View article]
    "Australian economists"


    I always thought the Austrian economists were from down under....
    Sep 7 02:11 PM | 3 Likes Like |Link to Comment
  • Today's Jobs Report And The Cult Of Central Banking: Counting Angels On The Head Of A Pin While Main Street Flounders [View article]
    David Stockman on March 5,2012

    "I wouldn't touch the stock market with a 100-foot pole. It's a dangerous place. It's not safe for men, women or children."

    " I'm just in short-term, yeah. Call it cash. I have some gold. I'm not going to take any risk."

    Since 3/05/12 SPY up 54.7% IJH up 53.2% (dividends reinvested)

    SHV (Cash) up 00.1% GLD down 26.3%
    Sep 7 01:52 PM | 11 Likes Like |Link to Comment
  • Weighing The Week Ahead: Finding Stocks For The 2014 Homestretch [View article]
    Another excellent presentation...

    With regard to Bob Dieli's aggregate spread (which is excellent) it is heavily reliant
    on an inverted yield curve or a spike in the inflation rate to trigger a recession call.
    I prefer to focus more on employment and unemployment indicators ( using momentum techniques to detect turning points). The reason behind this is largely because we are in lower trajectory growth pattern (i.e. sub 5% yoy nominal GDP). If
    we can achieve a plus 5% nominal GDP growth pattern then I would give Dieli's aggregate spread greater weight.
    Sep 7 08:08 AM | 2 Likes Like |Link to Comment
  • Why A Market Correction Now Would Be The Best Scenario [View article]
    We would like to think the politicians we choose are more powerful than the business cycle...but in the end the business cycle rules...the Business Cycle Gods are laughing.
    Sep 6 03:40 PM | 2 Likes Like |Link to Comment
  • The Average Investor's Biggest Mistake [View article]
    Stansberry Conference....let me guess...stock the storm shelter...buy some gold...
    the physical kind...
    Sep 6 10:40 AM | 2 Likes Like |Link to Comment
  • QE3's Ominous End Looms For Stock Markets [View article]
    5 and half years later....still waiting for the big inflation

    http://seekingalpha.co...

    Since 1/23/09...GLD up 38%...SPY up 171% (dividends reinvested)
    Sep 6 09:25 AM | 16 Likes Like |Link to Comment
  • Despite The Dow Soaring To A Record High, The Dow/Gold Ratio Is Still Low On An Historical Basis [View article]
    An indicator I use is the Gold to S&P 500 monthly ratio...I watch this ratio versus its 24 month moving average. Currently ( as of the end of August) this ratio is .642 and its 24 month moving average is around .85 with it dropping at a rate that should take it to .78 by the end of the year. Gold versus Equities tends to have more pronounced secular trends.
    Sep 6 12:25 AM | Likes Like |Link to Comment
  • The Ghosts Of October Crashes Past... And The Present [View article]
    "The market lost 96% between October 1987 and November 1987."

    ???
    Sep 6 12:05 AM | Likes Like |Link to Comment
  • The Ghosts Of October Crashes Past... And The Present [View article]
    How can you include crashes like 1907 and 1929? The quality of relevant data for
    an investor back then was appallingly low. A study of the history of payroll employment data reveals there was no comprehensive way of knowing the economic
    health back then.No wonder there were crashes and booms it was pretty much all heresay and conjecture. In fact the idea of coming up with legitimate cyclical indicators didn't get published until 1938.

    http://bit.ly/1lMRAKw
    Sep 6 12:02 AM | Likes Like |Link to Comment
  • Will The U.S. Jobs Data Matter? [View article]
    a NON Government number...


    http://bit.ly/RascK8
    Sep 5 05:21 PM | Likes Like |Link to Comment
  • Will The U.S. Jobs Data Matter? [View article]
    Kranzler's prediction...

    http://bit.ly/UsjQoZ

    He is selling a bill of goods...
    Sep 5 03:45 PM | 2 Likes Like |Link to Comment
  • Big banks get hit with CDS lawsuit [View news story]
    More money for the legal profession....
    Sep 5 04:07 AM | 6 Likes Like |Link to Comment
  • Will The U.S. Jobs Data Matter? [View article]
    "The July JOLTS report, to be released next week (September 9), may contain more important information about the labor market than the non-farm payrolls report itself for Fed officials."

    One of my favorite leading indicators resides in the JOLTS report...Quits Levels...
    Sep 5 03:08 AM | 1 Like Like |Link to Comment
  • Housing Market Data Continues To Support The Bearish View [View article]
    Seriously? Hanauer? Very Pie in the Sky stuff....to follow the future direction of American politics track two items....the views of millennials and the
    growth of the Hispanic electorate.....and to cull it down to the the most basic...
    The winners of the last 4 presidential elections pulled off the quadfecta..they
    won all four of these statesFlorida,Ohio,Vir... Colorado....everything
    else is noise....
    Sep 5 02:32 AM | Likes Like |Link to Comment
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