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bbro

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  • Jul. S&P Case-Shiller Home Price Index: +0.6% M/M vs. +1% prior. +3.2% Y/Y vs. -0.1% expected, +4.2% prior.  [View news story]
    Actually stress test had unemployment rate at 10.3% in the 2nd qtr 2010.....
    Sep 28, 2010. 09:17 AM | 1 Like Like |Link to Comment
  • Jul. S&P Case-Shiller Home Price Index: +0.6% M/M vs. +1% prior. +3.2% Y/Y vs. -0.1% expected, +4.2% prior.  [View news story]
    July 2010 S&P Case Shiller 10 index....160.92...

    Banks were stressed to S&P Case Shiller 10 at 120 by July 2010.....
    Sep 28, 2010. 09:09 AM | 1 Like Like |Link to Comment
  • The Bubble in Bonds [View article]
    Bank of America just recently issued a 5 year at 3.7%....
    Sep 28, 2010. 08:54 AM | Likes Like |Link to Comment
  • Foreclosures and 'Structural Unemployment': Cost-Benefit Analysis of Policy Action [View article]
    Did you know securitized holders have already taken a hit??? and
    did you know purchase accounting writedowns with regard to
    Washington Mutual,Wachovia,County... and IndyMac have already
    marked down the mortgages to carrying value??? How about a 50/50
    sharing of losses for lenders who lent to much and borrowers who
    borrowed too much???
    Sep 28, 2010. 08:53 AM | Likes Like |Link to Comment
  • Better Buying Opportunities Lie Ahead [View article]
    "averaging the earnings per share of the stock market for each of the past ten years. CAPE is a simple way to calculate the equilibrium rather than the current level of earnings."

    Equilibrium encompasses 2 of the biggest earnings drops since
    World War 2.....that is equilibrium????
    Sep 28, 2010. 07:19 AM | 2 Likes Like |Link to Comment
  • The Ultimate Bull vs. Bear Debate [View article]
    38,820....that is a lot of nominal GDP growth....doesn't seem possible
    but who knows??/
    Sep 28, 2010. 07:16 AM | Likes Like |Link to Comment
  • The Dow Remains on Track for 11,235 by Election Day [View article]
    "The total for “The Great Credit Crunch” is up to 292 continuing its path to my predicted 500 to 800 by the end of 2012 into 2013."


    Out of 6.676 banks....

    www2.fdic.gov/SDI/SOB/
    Sep 28, 2010. 04:32 AM | Likes Like |Link to Comment
  • The Fed will boost its balance sheet by half a trillion dollars over the next half year, economists say. In a new survey crafted to gauge sentiment on the Fed's QE policies, 70% of the respondents believed the Fed will restart QE; of those 80% think it will happen before year-end. "The trigger for the resumption of quantitative easing late this year will be an increase in unemployment back into double-digits," Moody's Mark Zandi said.  [View news story]
    Never had a recession without negative real M1......
    Sep 27, 2010. 07:56 AM | Likes Like |Link to Comment
  • Trends in the U.S. Banking System [View article]
    "In the short term, mergers with neighboring peers will be the likeliest response, continuing the decline in the number of small banks. Outright failures will also continue, with recent trends expected to accelerate in 2010 (2009: 140 banks; H1/2010: 86)."

    Absolutely correct...way too many small banks with very little
    preprovison earnings power to survive long term....
    Sep 27, 2010. 05:39 AM | Likes Like |Link to Comment
  • Slow Growth May Offer Comfort - And Crush Shorts [View article]
    When you call ZIRP "artificial" the implication is that demand for loans
    is out there??? Methinks you give the Fed greater power than it really
    has....ZIRP will die a quick death when we get job growth and substantial incremental demand ( globally which includes the U.S.
    and Europe).....
    Sep 27, 2010. 05:34 AM | Likes Like |Link to Comment
  • Big Banks May Be Forced to Buy Back Bad Mortgage Loans [View article]
    I can't spell either....
    Sep 25, 2010. 08:36 AM | 1 Like Like |Link to Comment
  • Friday’s Rally Makes No Sense at All [View article]
    How about this....12 month trailing S&P 500 GAAP earning yield...
    5.86%...Moody's Baa yield 5.65%....Plus this third quarter could add
    an additional 2 bucks or more to S&P 500 ttm....
    Sep 24, 2010. 03:58 PM | 1 Like Like |Link to Comment
  • Big Banks May Be Forced to Buy Back Bad Mortgage Loans [View article]
    "They have a negative net worth"

    Need to read some 10q's...
    Sep 24, 2010. 03:27 PM | 3 Likes Like |Link to Comment
  • New Home Sales Still Dismal [View article]
    We are working off the excess...plus excess housing inventory
    resides in specific areas...not all- around....
    Sep 24, 2010. 03:24 PM | 2 Likes Like |Link to Comment
  • Big Banks May Be Forced to Buy Back Bad Mortgage Loans [View article]
    "the almost zero interest rates being used to rescue the banks."

    The inference fere is that the economy has nothing to do with interest rates. That all the fed is doing is lowering rates to save
    the banking system, What about the drop in economic demand ??
    That has nothing to do with interest rates??? Too many houses were
    built and consumers decided to save and not spend.....
    Sep 24, 2010. 03:16 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
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