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bbro

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  • At the close [View news story]
    Looks like everybody had fun today...except the Yen and the Pound
    Mar 18, 2015. 04:05 PM | 1 Like Like |Link to Comment
  • Stocks stage sharp turnaround, yields dive following dovish Fed news [View news story]
    December 2015 Eurodollar futures now .72....started year at .92
    Mar 18, 2015. 02:18 PM | 3 Likes Like |Link to Comment
  • 'The U.S. Is Broke' [View article]
    Highest was 1991..27.5%
    Mar 18, 2015. 12:34 PM | 21 Likes Like |Link to Comment
  • 'The U.S. Is Broke' [View article]
    What is government debt service to total government revenue?
    Mar 18, 2015. 11:35 AM | 17 Likes Like |Link to Comment
  • On the hour [View news story]
    At the start of the year December 2015 Eurodollar futures was pricing in .92 3 month libor....today that contract prices .80....the market has been reducing its expectations of the rate rises over the last couple of months...
    Mar 18, 2015. 11:28 AM | Likes Like |Link to Comment
  • Crude tumbles ahead of stockpiles data, Fed decision [View news story]
    Last fall when analysts were publishing break even points all over the place the lowest break even for Eagle Ford Shale that I saw was 42....
    Mar 18, 2015. 07:02 AM | Likes Like |Link to Comment
  • Crude tumbles ahead of stockpiles data, Fed decision [View news story]
    Crude Oil December 2016 futures makes a new low 57.70...this contract was 88.56
    on September 18,2004 when the S&P 500 was 2011.36,the Euro was 1.2913 and
    10 year was 2.63 and the Baa corporate yield was 4.91...
    Mar 18, 2015. 05:58 AM | Likes Like |Link to Comment
  • EIA: Oil production falling at Eagle Ford, Bakken, Niobrara shale plays [View news story]
    If WTI closes this quarter below 49.64 it will be lowest 1st quarter close in 11 years....
    Mar 18, 2015. 12:17 AM | 2 Likes Like |Link to Comment
  • Iran nuclear deal could open oil flood, hitting an already glutted market [View news story]
    We will probably have the lowest gasoline prices for July 4 weekend in 10 years....
    Which is good...
    Mar 17, 2015. 06:00 PM | Likes Like |Link to Comment
  • Builders set for lower open as housing starts fall sharply [View news story]
    http://bit.ly/1nT7Nw4
    Mar 17, 2015. 09:27 AM | 1 Like Like |Link to Comment
  • Builders set for lower open as housing starts fall sharply [View news story]
    6 month moving average of Housing Starts remains above its 18 month moving average....
    Mar 17, 2015. 08:48 AM | Likes Like |Link to Comment
  • Crude oil tumbles, ignoring OPEC's warning on U.S. oil boom [View news story]
    Crude Oil December 2016 futures did not make a new low yesterday....
    Mar 17, 2015. 03:33 AM | Likes Like |Link to Comment
  • Industrial production shy of estimates [View news story]
    Year over year Change in Industrial Production for Oil and Gas Wells -21.4%

    Over the last 42 years this index has dropped on a yoy basis in the minus 25% or more range 6 times...

    2 of the times were at the very tail end of a recession (also happened to be stock
    market bottom)..the other four did not see a recession for years..This is not a good
    predictor for recessions it is a very good predictor for the NonResidential Fixed Investment component for Petroleum and Natural gas physical structures found in
    the Structures account in GDP. About 90% of Oil and Gas Capex spending is physical structures.
    Mar 16, 2015. 09:43 AM | Likes Like |Link to Comment
  • My Confessions As A Gambler And Why You're Likely One Too [View article]
    Confirmation bias,sunk cost fallacy,anchoring,over... etc etc
    This is a great book written 15 years ago....

    http://amzn.to/1HVnRpg
    Mar 16, 2015. 07:31 AM | 1 Like Like |Link to Comment
  • Oil slumps to six-year low [View news story]
    Crude Oil December 2016 futures currently 59.40..Low was 57.83 on January 20,2015...52 week high 91.82...July 15 2014....
    Mar 16, 2015. 05:22 AM | 1 Like Like |Link to Comment
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