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bbro

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  • Time to bargain shop? Barron's thinks so: Thirteen of the top 25 companies in the S&P 500 now trade at or below 10 times estimated 2011 profits.  [View news story]
    Markets certainly can go lower but...food for thought,,,,

    The S&P 500 is now 7% of GDP and the Moody's Baa yield is 5.98...at the March 9,2009 low S&P 500 was 4.71% of GDP and
    Moody's Baa yield was 8.29. The combination of S&P 500 to GDP
    plus Moody's Baa yield is now 12.98 ....a 55 year low....the 60 year
    average for this combination is 16.07.....
    Jul 5, 2010. 06:20 AM | 3 Likes Like |Link to Comment
  • June Employment Report Preview [View article]
    Plus the S&P 500 is now 7% of GDP and the Moody's Baa yield is 5.98...at the March 9,2009 low S&P 500 was 4.71% of GDP and
    Moody's Baa yield was 8.29....there is no credit stress
    Jul 3, 2010. 12:35 PM | 2 Likes Like |Link to Comment
  • The market has wiped out any idea of forward earnings at these prices....it is in a Missouri state...show me.....
    Jul 1, 2010. 03:11 PM | 2 Likes Like |Link to Comment
  • Initial Jobless Claims: +13K to 472K vs. 455K consensus. Continuing claims +43K to 4,616,000.  [View news story]
    Sorry guys there is only so much homework I am willing do for you.....
    look it up....you will be able to judge it for yourself.....
    Jul 1, 2010. 09:18 AM | Likes Like |Link to Comment
  • Initial Jobless Claims: +13K to 472K vs. 455K consensus. Continuing claims +43K to 4,616,000.  [View news story]
    Sorry 6/27/09 559857
    Jul 1, 2010. 08:42 AM | 4 Likes Like |Link to Comment
  • Initial Jobless Claims: +13K to 472K vs. 455K consensus. Continuing claims +43K to 4,616,000.  [View news story]
    Non seasonally adjusted jobless claims....

    6/26/10 438305
    6/27/09 598857
    6/28/03 394214
    6/21/83 383500
    Jul 1, 2010. 08:39 AM | 5 Likes Like |Link to Comment
  • June Employment Report Preview [View article]
    Excellent...thank you....
    Jul 1, 2010. 05:25 AM | 4 Likes Like |Link to Comment
  • Thoughts on the Equity Premium Puzzle [View article]
    On March 9 2009 the S&P 500 was trading at around 4.71% of then current nominal GDP and Moody's Baa yield was 8.29 for a combined total of 13.00. Today the S&P 500 trades at 7.07% of GDP with
    Moody's Baa yield at 6.09. Combined total of 13.16. The 60 year average of this combination has been 16.05.
    Jul 1, 2010. 05:14 AM | Likes Like |Link to Comment
  • Is Chance of Double Dip Recession 0% or 50%? [View article]
    "it took 2 years of 10% of GDP in deficit spending " ...you have to subtract 8 million jobs lost....now if we had 10% of GDP deficit spending and little job loss then we would we talking about inflation
    instead of deflation....
    Jun 29, 2010. 12:59 PM | Likes Like |Link to Comment
  • Is Chance of Double Dip Recession 0% or 50%? [View article]
    20%...based on the possibility that current job holders might cut back
    on spending....but we are operating on a low equilibrium level....historically low 2.3% of GDP... residential investment...11 million car sales...low inventory to
    sales ratio....better capitalized large banks than in 2008...BAA yields
    still lower than April 23....lengthening workweek...
    Jun 29, 2010. 12:28 PM | Likes Like |Link to Comment
  • U.S. taxpayers are already on the hook for about $145B in housing losses connected to Fannie Mae (FNM -5%) and Freddie Mac (FRE -5.5%) loans. But that number could balloon to $400B, and if housing prices fall further, up to $1T.  [View news story]
    Does anybody know the macro assumptions of the 1 trillion scenario???
    Jun 29, 2010. 11:48 AM | Likes Like |Link to Comment
  • June Consumer Confidence Index: 52.9 vs. 62 expected and 62.7 prior (revised downward from 63.3). Present situation 25.5 vs. 29.8 prior. Expectations 71.2 vs. 84.6 prior. "Until the pace of job growth picks up, consumer confidence is not likely to pick up."  [View news story]
    Increase in Jobs hard to get to 44.8 not good....
    Jun 29, 2010. 10:16 AM | Likes Like |Link to Comment
  • April S&P Case-Shiller Home Price Index: +0.8% M/M vs. -0.5% prior. +3.8% Y/Y vs. +3.5% expected, +2.3% prior.  [View news story]
    S&P Case Shiller 10 city at 159...Banks were stress tested to a
    122 level by April 2010
    Jun 29, 2010. 09:15 AM | 3 Likes Like |Link to Comment
  • 18 Reasons to Assume Near Term Market Direction Is Down [View article]
    So with all this data are you saying the employment level of the household survey will be below 139.5 million at the end of 2010?
    Jun 29, 2010. 07:59 AM | 1 Like Like |Link to Comment
  • The Future of Housing, Near and Far [View article]
    So you are saying the employment level of the household survey
    will be below 139.5 million by the end of 2010???
    Jun 29, 2010. 07:47 AM | 2 Likes Like |Link to Comment
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