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bbro

bbro
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  • Which Way Is the Market Going Next? [View article]
    "In other words, money is not flowing in AND doesn't appear poised to flow in anytime soon."

    There is still another 300 billion of stimulus money scheduled to be
    spent by October 2011.....
    Jul 14 05:03 AM | 1 Like Like |Link to Comment
  • Eventually, Bond Vigilantes Will Go After the U.S. [View article]
    The Bond Vigilantes will emerge because we have a too strong recovery???
    Jul 14 04:07 AM | 1 Like Like |Link to Comment
  • Intel (INTC): Q2 EPS of $0.51 beats by $0.08. Revenue of $10.7B (+34.2%) vs. $10.3B. (PR)  [View news story]
    Intel is Global GDP...S&P 500 has a greater correlation to Global GDP than U.S. GDP....
    Jul 13 05:44 PM | 3 Likes Like |Link to Comment
  • David Rosenberg's explanation for the market surge of recent days: a "few jolts of liquidity" and a short-covering spree... "nothing fundamental here."  [View news story]
    " Real Yield Curve" what an exercise in curve fitting....and I thought
    David Rosenberg said he would never be married to a forecast....
    Jul 13 02:14 PM | 5 Likes Like |Link to Comment
  • What to Expect From U.S. Q2 GDP [View article]
    Stimulus has spent 420 billion with another 300 billion to go....residential investment is now at 2.4% of GDP an alltime low and
    employment has increased 1.3 million since December 2009....
    Jul 13 12:35 PM | Likes Like |Link to Comment
  • What to Expect From U.S. Q2 GDP [View article]
    Remember the combination of structures,residential investment and
    state and local expenditures took only 27 billion off of nominal GDP
    growth....nominal GDP grew 139 billion....
    Jul 13 11:27 AM | 1 Like Like |Link to Comment
  • Hussman: The Market Is 40% Overvalued [View article]
    "if gdp goes down from here and yields go up"

    More explanation please....
    Jul 13 11:21 AM | Likes Like |Link to Comment
  • A gloomy outlook from the National Federation of Independent Businesses, as its Small Business Optimism Index drops 3.2 points to 89 after posting modest gains for several months. "The U.S. economy faces hurricane force headwinds, and the government is at the center of the storm," NFIB chief economist William Dunkelberg says. The index typically bounces back quickly following a recession, but not this time.  [View news story]
    I guess i can dream...
    Jul 13 10:59 AM | 2 Likes Like |Link to Comment
  • Why Not to Buy Bank Stocks [View article]
    "although I believe that the Fed will keep rates low indefinitely and that the carry trade in government debt will persist for some time, it will go with a bang when it goes."

    So the economy is going to grow.....????
    Jul 13 10:50 AM | 1 Like Like |Link to Comment
  • Hussman: The Market Is 40% Overvalued [View article]
    S&P 500 to GDP plus Baa yield is near an alltime low....range over the
    last 60 years has usually been between 14 and 17.5....we are 13.50
    today...on March 9,2009 we were 13.00...
    Jul 13 10:47 AM | 4 Likes Like |Link to Comment
  • A gloomy outlook from the National Federation of Independent Businesses, as its Small Business Optimism Index drops 3.2 points to 89 after posting modest gains for several months. "The U.S. economy faces hurricane force headwinds, and the government is at the center of the storm," NFIB chief economist William Dunkelberg says. The index typically bounces back quickly following a recession, but not this time.  [View news story]
    Wish Dunkelberg was more of an economist than a politico....
    Jul 13 10:42 AM | 4 Likes Like |Link to Comment
  • Hussman: The Market Is 40% Overvalued [View article]
    If interest rates climb what is happening to nominal GDP growth???
    Jul 13 07:01 AM | 3 Likes Like |Link to Comment
  • Hussman: The Market Is 40% Overvalued [View article]
    S&P GAAP earnings yield exceeded Moody's Baa yield last week...
    first time since 1980....
    Jul 13 06:07 AM | 2 Likes Like |Link to Comment
  • Is the Market on the Verge of Collapsing? [View article]
    You need to do some homework on "Dollar rolls"... It is a tempest in
    a teapot.
    Jul 13 05:48 AM | 5 Likes Like |Link to Comment
  • Are Stocks Calling for Recession? [View article]
    Had the yield curve been inverted or was real M1 negative yr over yr???
    Jul 12 03:16 PM | 2 Likes Like |Link to Comment
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