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bbro

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  • Aug. Retail Sales: +0.4% vs. +0.3% expected, +0.4% prior. Ex-auto +0.6% vs. +0.4% expected, +0.2% prior.  [View news story]
    Well let's see Retail Sales ex gas has had a negative month 66 times
    out of the last 222 months....and if you take out recessions the odds
    are miniscule....
    Sep 14, 2010. 11:09 AM | 3 Likes Like |Link to Comment
  • August Retail Sales: Debunking Mainstream Media Coverage [View article]
    "The more accurate reporting of August 2010 retail sales is +0.4% (plus or minus 0.5%), so the number could actually have been minus 0.1% and the headline could have stated, 'No Conclusive Evidence Retail Sales "

    The number could have been +.9% according to your reasoning.....
    you must have gotten a D in statistics...because you seem to have a grudge against statistics....unless it backs up your preordained belief....
    Sep 14, 2010. 10:59 AM | 5 Likes Like |Link to Comment
  • Aug. Retail Sales: +0.4% vs. +0.3% expected, +0.4% prior. Ex-auto +0.6% vs. +0.4% expected, +0.2% prior.  [View news story]
    Well if it reverts to the mean...it means the S&P 500 is undervalued compared to
    Retail Sales ex Gas....
    Sep 14, 2010. 10:38 AM | 2 Likes Like |Link to Comment
  • Jul. Business Inventories: +1.0% to $1,375.7B vs. +0.7% expected and +0.3% last month. Sales +0.7% to $1,090B. Inventory/sales ratio remains unchanged from June at 1.26, and vs. 1.35 a year ago.  [View news story]
    The S&P 500 to Business Sales ratio is 1.02...the 18 year average is
    1.16......
    Sep 14, 2010. 10:27 AM | Likes Like |Link to Comment
  • More on Basel III: Finding the Path of Least Resistance [View article]
    Since BAC announced it wanted to sell 100 billion in noncore assets
    I amnot sure that is as big of a deal since they have 2.3 trillion in assets.....
    Sep 14, 2010. 09:53 AM | Likes Like |Link to Comment
  • Aug. Retail Sales: +0.4% vs. +0.3% expected, +0.4% prior. Ex-auto +0.6% vs. +0.4% expected, +0.2% prior.  [View news story]
    Retail sales ex Gas to S&P 500 Ratio is 2.92....15 year average of this ratio is 2.53.....
    Sep 14, 2010. 08:57 AM | 2 Likes Like |Link to Comment
  • What Basel III Means for Banks [View article]
    BAC has 10.7 Tier 1 and 8% Tier 1 common....Bloomberg is citing
    a report that is not updated....however the big deal is the the new risk
    weightings that will be coming out...
    Sep 14, 2010. 07:56 AM | Likes Like |Link to Comment
  • Coincident to Lagging Ratio: Economy Not So Bright [View article]
    David Rosenberg in his Merrill days considered it one of his favorite
    indicators...he however has been silent about it recently.....
    Sep 14, 2010. 05:48 AM | Likes Like |Link to Comment
  • David Rosenberg wants to see more upward revisions in analyst earnings projections before he'll consider turning bullish. Consensus earnings estimates on a 12-month forward basis peaked in April but have since declined for five months in a row and down so far in September. Based on this indicator, he says we still have room to fall.  [View news story]
    I worked with a trader ( who didn't last long) that said I won't
    take a position until AFTER the numbers come out.....
    Sep 13, 2010. 02:25 PM | 10 Likes Like |Link to Comment
  • David Rosenberg wants to see more upward revisions in analyst earnings projections before he'll consider turning bullish. Consensus earnings estimates on a 12-month forward basis peaked in April but have since declined for five months in a row and down so far in September. Based on this indicator, he says we still have room to fall.  [View news story]
    Where do think stocks will be after he waits for analysts' upward revisions????
    Sep 13, 2010. 02:19 PM | 13 Likes Like |Link to Comment
  • John Hussman: Impulse Response [View article]
    But private sector job openings are up year over year and the actual numbers are at an 18 month high.....
    Sep 13, 2010. 12:13 PM | 1 Like Like |Link to Comment
  • Basel III Arrives [View article]
    The real story is the risk weightings for assets....
    Sep 13, 2010. 06:07 AM | 1 Like Like |Link to Comment
  • Using the Past to Predict the Future [View article]
    As an aside 1962 was a pretty nasty bear market....
    Sep 13, 2010. 05:33 AM | 1 Like Like |Link to Comment
  • Double Dip? You Already Know the Answer [View article]
    So...when are we going to get a negative GDP quarter????
    Sep 13, 2010. 02:42 AM | 1 Like Like |Link to Comment
  • Basel III Tightens Capital Requirements [View article]
    There are going to be share buybacks and dividend increases with
    these ratios from the big banks....look at the preprovison earnings
    among the Big 4....
    Sep 13, 2010. 02:27 AM | 1 Like Like |Link to Comment
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