Seeking Alpha

bbro

bbro
Send Message
View as an RSS Feed
View bbro's Comments BY TICKER:
Latest  |  Highest rated
  • Bounce in Weekly Claims Could Be Bad Seasonal Adjustment [View article]
    If the NSA initial jobless claims break 395,000 next week then we
    know there is a seasonal adjustment factor issue....
    Aug 19, 2010. 03:28 PM | 3 Likes Like |Link to Comment
  • Some Recovery, Half a Million More Unemployed Last Week [View article]
    You had me until until you decided to go conspiracy theorist.....
    Aug 19, 2010. 01:17 PM | 2 Likes Like |Link to Comment
  • Initial Jobless Claims Back Up to Half a Million [View article]
    Jobless claims are always a leading indicator....
    Aug 19, 2010. 12:50 PM | 2 Likes Like |Link to Comment
  • It may not be a double-dip, but it sure looks like a flat line, analysts say after the latest weekly jobless claims. "No matter how you spin this, no matter how you look at corporate earnings... the economy is not recovering until you get those jobs moving in the other direction," although some take solace in the drop in continuing claims.  [View news story]
    NSA jobless claims better break below 395,000 next week....
    Aug 19, 2010. 09:41 AM | Likes Like |Link to Comment
  • 5 Trillion Dollars More to Fix Fannie and Freddie? [View article]
    Don't Wahoo's know there is an asset side of the equation or did they not teach that to you at Mcintire???
    Aug 19, 2010. 09:20 AM | 1 Like Like |Link to Comment
  • Initial Jobless Claims: +12K to 500K vs. 480K consensus, climbing to the highest level in nine months. Continuing claims -13K to 4,478,000.  [View news story]
    California still at a too high 18% of jobless claims....
    Aug 19, 2010. 08:37 AM | 1 Like Like |Link to Comment
  • Initial Jobless Claims: +12K to 500K vs. 480K consensus, climbing to the highest level in nine months. Continuing claims -13K to 4,478,000.  [View news story]
    Weak...NSA Jobless claims cannot break May lows....
    Aug 19, 2010. 08:32 AM | 1 Like Like |Link to Comment
  • Deciphering the Yield Curve [View article]
    What about the corporate yield curve???
    Aug 19, 2010. 06:21 AM | Likes Like |Link to Comment
  • The Myth of the Great Bond 'Bubble' [View article]
    8/10/2010

    " For the first time since the start of the financial crisis in August 2007, US investors own more Treasuries than foreign holders. "

    www.bloomberg.com/news...
    Aug 19, 2010. 05:07 AM | 4 Likes Like |Link to Comment
  • Further Thoughts on My Treasury Meeting [View article]
    I know a lot of people believe the Fed engineers interest rates down
    but their influence wanes once you get into the realm of Baa corporate
    bonds (medium grade) even down to 90 day nonfinancial commercial
    paper....supply and demand considerations assert themselves....when
    people talk the yield curve being manipulated by the Fed there is a point with regard to treasuries but can someone explain the steepness
    of the corporate yield curve across all spectrums???
    Aug 19, 2010. 03:23 AM | 1 Like Like |Link to Comment
  • Yves Smith ridicules the notion that below-book value bank stocks are cheap, noting that bank earnings involve substantial "artwork" even in good times and are especially problematic now. The biggest banks are carrying large portfolios of second mortgages at "implausible" valuations, she says, and risky assets are carried "at marks well in excess of their likely long-term value."  [View news story]
    If someone has a good income and assets and is current on his home equity loan
    and the CLTV ( Combined Loan to Value) is over 100%...is this loan
    going to default??? Why would a person ruin their credit over something that has become an unsecured loan....You people act like
    every loan that is over 100% LTV is in imminent default....
    Aug 18, 2010. 04:07 PM | 1 Like Like |Link to Comment
  • A Bubble in the Bond Market [View article]
    Don'T you think the economic weakness ( primarily in the housing market) contibutes a great deal to the low interest rates....The Fed
    cannot directly effect medium grade coporate bonds or 90 day nonfinancial commercial paper....
    Aug 18, 2010. 12:00 PM | 1 Like Like |Link to Comment
  • Professional Double-Dip Guesses Are 'Probably' Wrong [View article]
    How does the FED rig a medium grade corporate bond?? For that
    matter a 90 day non financial commercial paper.....It can influence
    but Rigging is a bit of stretch....
    Aug 18, 2010. 08:03 AM | 1 Like Like |Link to Comment
  • America without bailouts: a functioning banking system, a healthier housing sector, much smaller federal deficits, no moral hazard. Barry Ritholtz describes what was done vs. what should have been done - and it's not the same as what was done vs. doing nothing.  [View news story]
    HIstory??? I think you need to reread some of your ( better yet somebody else's) history books....
    Aug 18, 2010. 01:27 AM | 1 Like Like |Link to Comment
  • America without bailouts: a functioning banking system, a healthier housing sector, much smaller federal deficits, no moral hazard. Barry Ritholtz describes what was done vs. what should have been done - and it's not the same as what was done vs. doing nothing.  [View news story]
    What a joke....
    Aug 17, 2010. 06:57 PM | 3 Likes Like |Link to Comment
COMMENTS STATS
9,738 Comments
15,430 Likes