Seeking Alpha

bbro

bbro
Send Message
View as an RSS Feed
View bbro's Comments BY TICKER:
Latest  |  Highest rated
  • Will The U.S. Jobs Data Matter? [View article]
    "The July JOLTS report, to be released next week (September 9), may contain more important information about the labor market than the non-farm payrolls report itself for Fed officials."

    One of my favorite leading indicators resides in the JOLTS report...Quits Levels...
    Sep 5 03:08 AM | 1 Like Like |Link to Comment
  • Housing Market Data Continues To Support The Bearish View [View article]
    Seriously? Hanauer? Very Pie in the Sky stuff....to follow the future direction of American politics track two items....the views of millennials and the
    growth of the Hispanic electorate.....and to cull it down to the the most basic...
    The winners of the last 4 presidential elections pulled off the quadfecta..they
    won all four of these statesFlorida,Ohio,Vir... Colorado....everything
    else is noise....
    Sep 5 02:32 AM | Likes Like |Link to Comment
  • Housing Market Data Continues To Support The Bearish View [View article]
    I love it...I get four indicators to follow... you restrict yourself to one...
    Sep 5 02:11 AM | Likes Like |Link to Comment
  • Housing Market Data Continues To Support The Bearish View [View article]
    Housing tracks housing inventory,job growth,income growth and mortgage rates...all four in combination...
    Sep 4 04:20 PM | 1 Like Like |Link to Comment
  • Housing Market Data Continues To Support The Bearish View [View article]
    Oh my...if don't write an article my comments will get no respect....
    Here is a call.. there will be no recession in US this year or next...
    Sep 4 11:58 AM | 4 Likes Like |Link to Comment
  • Investissements Sans Frontieres [View article]
    The CAPE says we supposed to be loading up on Greece and Russia....

    http://bit.ly/1qguEU8
    Sep 4 11:22 AM | 1 Like Like |Link to Comment
  • Housing Market Data Continues To Support The Bearish View [View article]
    Errata....January 18,2013 should be January 29,2013...SPY is correct...
    Sep 4 11:15 AM | 2 Likes Like |Link to Comment
  • ISM Non-Manufacturing Index at 59.6 [View news story]
    "The 15 non-manufacturing industries reporting growth in August — listed in order — are: Construction; Retail Trade; Management of Companies & Support Services; Educational Services; Transportation & Warehousing; Wholesale Trade; Information; Public Administration; Other Services; Professional, Scientific & Technical Services; Health Care & Social Assistance; Agriculture, Forestry, Fishing & Hunting; Finance & Insurance; Accommodation & Food Services; and Real Estate, Rental & Leasing. The two industries reporting contraction in August are: Arts, Entertainment & Recreation; and Mining."
    Sep 4 10:05 AM | 4 Likes Like |Link to Comment
  • Housing Market Data Continues To Support The Bearish View [View article]
    SPY up 37% (dividends reinvested) since the author started shorting homebuilders on January 18,2013...
    Sep 4 09:55 AM | 4 Likes Like |Link to Comment
  • Housing Market Data Continues To Support The Bearish View [View article]
    It would have been better to go long SPY in January 2013...
    Sep 4 09:39 AM | 4 Likes Like |Link to Comment
  • George Soros Is Betting Against The Market And Why Investors Should Take Notice [View article]
    I can't tell from the article total size of Soros Fund management.... last time i checked it was 30 billion...sounds like a hedge....
    Sep 2 05:12 PM | 2 Likes Like |Link to Comment
  • ISM Manufacturing Index rises sharply in August [View news story]
    "Companies doing more with same or less employees."

    9.3 million new nonfarm jobs since February 2010....More employees not same or
    less employees

    Of the 9.3 million....5 million of the higher paying variety....
    Sep 2 11:39 AM | 3 Likes Like |Link to Comment
  • Surprising jump brings ISM to highest since March 2011 [View news story]
    "Of the 18 manufacturing industries, 17 are reporting growth in August in the following order: Plastics & Rubber Products; Furniture & Related Products; Fabricated Metal Products; Apparel, Leather & Allied Products; Wood Products; Printing & Related Support Activities; Miscellaneous Manufacturing; Paper Products; Petroleum & Coal Products; Food, Beverage & Tobacco Products; Nonmetallic Mineral Products; Chemical Products; Primary Metals; Transportation Equipment; Computer & Electronic Products; Machinery; and Electrical Equipment, Appliances & Components. The only industry reporting contraction in August is Textile Mills."

    In December 2007 the number of industries reporting growth had dropped to 7..
    Sep 2 10:18 AM | 3 Likes Like |Link to Comment
  • ISM Manufacturing Index rises sharply in August [View news story]
    "Of the 18 manufacturing industries, 17 are reporting growth in August in the following order: Plastics & Rubber Products; Furniture & Related Products; Fabricated Metal Products; Apparel, Leather & Allied Products; Wood Products; Printing & Related Support Activities; Miscellaneous Manufacturing; Paper Products; Petroleum & Coal Products; Food, Beverage & Tobacco Products; Nonmetallic Mineral Products; Chemical Products; Primary Metals; Transportation Equipment; Computer & Electronic Products; Machinery; and Electrical Equipment, Appliances & Components. The only industry reporting contraction in August is Textile Mills."

    In December 2007 the number of industries reporting growth had dropped to 7.
    Sep 2 10:04 AM | 4 Likes Like |Link to Comment
  • Labor Market Conditions Index - The Right Answer To The Wrong Question? [View article]
    LMCI is too bogged down in satisfying economists...the indicators within the index are some of the best at finding early warning signals on the economy. Theorists get
    bogged down in the why....Life is too short...I want to know the turning points....
    let the Keynesians and Austrians go outside and mud wrestle....
    Sep 2 08:46 AM | Likes Like |Link to Comment
COMMENTS STATS
9,447 Comments
14,930 Likes