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bbro

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  • Initial Jobless Claims: -5K to 457K vs. 455K consensus. Continuing claims +12K to 4,579,000.  [View news story]
    52 week moving average of nonseasonally adjusted jobless claims
    better (.91 correlation to U3 unemployment rate)

    52 moving average of nonseasonally adjusted continuing claims
    better ( .90 correlation to over 15 week unemployed)

    52 week moving average of nonseasonally adjusted jobless claims
    in California Better...

    better,,,,better..bett...
    Mar 18 08:42 AM | 2 Likes Like |Link to Comment
  • Thoughts on the Economic Blogosphere [View article]
    BIngo....
    Mar 18 08:23 AM | 2 Likes Like |Link to Comment
  • The New Foreclosure Trend [View article]
    The securitization of mortgages has made dealing with this foreclosure issue a real headache....the securities are trading where they should be but unwinding these monstrosities is almost impossible....
    Mar 17 12:28 PM | 3 Likes Like |Link to Comment
  • Housing Needs SCUBA Gear [View article]
    Good...what i sent you was the 3rd qtr report....
    Mar 17 11:27 AM | 1 Like Like |Link to Comment
  • Housing Needs SCUBA Gear [View article]
    Thank you...yes it appears to be a bit of mess...
    here is the 4th qtr Core Logic Neagtive Equity report...you probably have it...
    www.docstoc.com/docs/2...

    If somehow you can get a hold of the 3rd qtr it shows for the over
    25% negative equity crowd the average property value is around 200,000 with an outstanding average mortgage amount of 300,000
    Mar 17 11:24 AM | 2 Likes Like |Link to Comment
  • Housing Needs SCUBA Gear [View article]
    i am putting my money on you over Meredith now....a year and a half ago it would have been the other way around...she needs to start learning some different tunes....
    Mar 17 11:12 AM | 1 Like Like |Link to Comment
  • Housing Needs SCUBA Gear [View article]
    Core Logic provides a wealth of info with regard to the "negative equity" problem specifically the 3rd quarter report which showed
    the price differential in each positive of ngagtive equity class. The big question is who owns these really problematic loans ( negative equity
    of 25% or greater). I still can't find out who lent in Nevada and Arizona
    specifically. I suspect a lot of these loans were securitized which means markdowns have occurred but unwinding is almost impossible
    to provide relief to the borrower. Thoughts???
    Mar 17 10:41 AM | 2 Likes Like |Link to Comment
  • Is America Losing Interest in the Stock Market? [View article]
    Where are you making 8% in bond funds going forward???
    Mar 17 08:53 AM | 2 Likes Like |Link to Comment
  • Is America Losing Interest in the Stock Market? [View article]
    Love it...."the most annoying person on Seeking Alpha"....please
    check my stats....
    Mar 17 08:15 AM | Likes Like |Link to Comment
  • U.K. joblessness data surprises, with unemployment claims of -32.3K in February vs. an expected +6K. January's +23.5K is revised down to a much more mild +5.3K, ending concerns about January's large increase. The pound is up 0.5% against the dollar.  [View news story]
    No double dip in Europe???
    Mar 17 06:21 AM | Likes Like |Link to Comment
  • Scary Housing Statistics Dampen Hope for Near-Term Recovery [View article]
    A flat market for two years is a victory....
    Mar 17 05:52 AM | 2 Likes Like |Link to Comment
  • More upside surprises lie ahead for the "new normal" crowd, Brian Wesbury and Robert Stein say. The consensus still underestimates the resilience and robustness of the U.S. economy, but productivity is strong, monetary policy is (and will continue to be) easy, inventories are razor-thin and corporate profits are growing rapidly.  [View news story]
    On second thought...please stay bearish,,,,
    Mar 17 05:29 AM | Likes Like |Link to Comment
  • Is America Losing Interest in the Stock Market? [View article]
    S&P 500 divided by NIPA corporate profits after tax times the year over year inflation rate and you've got the cheapest stock market
    in 50 years.....
    Mar 17 04:16 AM | 2 Likes Like |Link to Comment
  • ABC Consumer Comfort Index: An out-of-the-ordinary +6 to -43. But 90% of Americans rate the economy negatively, 54% are negative on their personal finances and 71% say it's a bad time to spend money.  [View news story]
    I've got a better idea...let's go out for drink...
    Mar 16 07:23 PM | 2 Likes Like |Link to Comment
  • Do We Really Want Housing Starts to Increase? [View article]
    What does that tell you will happen when the shadow inventory is dealt
    with???
    Mar 16 06:56 PM | 1 Like Like |Link to Comment
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