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bbro

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  • Maybe they're not all little Greeces, but 46 U.S. states are looking at budget shortfalls of a combined $112B for the fiscal year ending next June - with new cutbacks and taxes running counter to any federal stimulus that might come for the rest of the year.  [View news story]
    There is 320 billion in stimulus left for the next year and a quarter....
    Jun 25 11:37 AM | Likes Like |Link to Comment
  • The ECRI Leading Index turns up again but growth keeps dropping, pointing to the "inevitability of the slowdown." The measure rose to 122.9 from 122.4, but annualized growth fell to -6.9% from -5.8%.  [View news story]
    A .5 real GDP has to have zero job growth....
    Jun 25 11:05 AM | 1 Like Like |Link to Comment
  • The ECRI Leading Index turns up again but growth keeps dropping, pointing to the "inevitability of the slowdown." The measure rose to 122.9 from 122.4, but annualized growth fell to -6.9% from -5.8%.  [View news story]
    No double dip...but keep selling boys....
    Jun 25 10:58 AM | 2 Likes Like |Link to Comment
  • Final Q1 GDP Revision Trips Up the Bulls [View article]
    Residential investment is 2.4% of GDP today....
    Jun 25 10:33 AM | Likes Like |Link to Comment
  • Final Q1 GDP Revision Trips Up the Bulls [View article]
    Nominal GDP was revised down 9 billion...Corporate profits after
    tax revised up 32 billion....
    Jun 25 10:07 AM | Likes Like |Link to Comment
  • Markets, Earnings and the Economy Behind Risk Aversion [View article]
    NIPA corporate profits after tax for 1q 2010 revised up 32 billion....
    Jun 25 09:36 AM | Likes Like |Link to Comment
  • Corporate Profits Up, U.S. GDP Down [View article]
    Nominal GDP revised down 9 billion...corporate profits after tax revised up 32 billion....net cash flow also revised up 33 billion....
    Jun 25 09:17 AM | Likes Like |Link to Comment
  • Q1 GDP, final: +2.7% vs. +3% expected, +3% second estimate. Corporate profits +9.7% vs. +9.7% prior. Core PCE price index +0.8% vs. +0.6% prior. Consumer spending (real final sales) was revised down to +0.8% vs. a preliminary +1.4% and +1.7% in Q4.  [View news story]
    Nominal GDP revised down 9 billion...corporate profits after tax
    revised up 32 billion.....
    Jun 25 09:08 AM | Likes Like |Link to Comment
  • Q1 GDP, final: +2.7% vs. +3% expected, +3% second estimate. Corporate profits +9.7% vs. +9.7% prior. Core PCE price index +0.8% vs. +0.6% prior. Consumer spending (real final sales) was revised down to +0.8% vs. a preliminary +1.4% and +1.7% in Q4.  [View news story]
    NIPA corporate profits before tax also revised up from 1549 to 1584....
    net cash flow revised up also....
    Jun 25 08:59 AM | Likes Like |Link to Comment
  • Q1 GDP, final: +2.7% vs. +3% expected, +3% second estimate. Corporate profits +9.7% vs. +9.7% prior. Core PCE price index +0.8% vs. +0.6% prior. Consumer spending (real final sales) was revised down to +0.8% vs. a preliminary +1.4% and +1.7% in Q4.  [View news story]
    NIPA corporate profits after tax revised up from 1129 to 1161.....
    Jun 25 08:43 AM | 2 Likes Like |Link to Comment
  • Top Ten Reasons to Be Bearish [View article]
    12 years experience....
    Jun 25 06:52 AM | 8 Likes Like |Link to Comment
  • Just in case you thought the housing market wasn't bad enough already, Barry Ritholtz believes home prices are still too high and will sink below historic levels. "Without the heavy hand of the government intervening, the residential real estate market is about to experience what price discovery [through basic supply and demand] is all about."  [View news story]
    Another piece of data for the chart presented... 30 year mortgage rate
    averaged 9.98 % over the period of 1977 to 2002....
    Jun 24 03:58 PM | 2 Likes Like |Link to Comment
  • Just in case you thought the housing market wasn't bad enough already, Barry Ritholtz believes home prices are still too high and will sink below historic levels. "Without the heavy hand of the government intervening, the residential real estate market is about to experience what price discovery [through basic supply and demand] is all about."  [View news story]
    Use of apples and oranges...median household income is relevant towards renting..use median family income versus existing home
    not new home....using skewed data on both sides to buttress an argument....
    Jun 24 03:26 PM | 4 Likes Like |Link to Comment
  • 7 Reasons Why Housing Is Going to Get Even Worse [View article]
    Home prices are still way too high for most Americans in the current economic environment. Based on current wage levels, house prices should actually be much lower.


    ????
    Jun 24 09:53 AM | 4 Likes Like |Link to Comment
  • Initial Jobless Claims: -19K to 457K vs. 465K consensus. Continuing claims -45K to 4,584,000.  [View news story]
    California still elevated at 18% of jobless claims....won't mention the
    positive things i saw......
    Jun 24 08:36 AM | 2 Likes Like |Link to Comment
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