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bbro

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  • This Is No Time for More Federal Stimulus [View article]
    There is still another 303 billion in stimulus money to be paid out over
    the next year and a quarter....
    Jul 8, 2010. 03:44 AM | 1 Like Like |Link to Comment
  • Charting Banking XII: The Texas Ration by Bank Size [View article]
    You are leaving out a very important ingredient.....what are the pre
    provision earnings for each one of these banks???? Preprovision
    earnings are the "air cover" for chargeoffs.....
    Jul 8, 2010. 03:40 AM | Likes Like |Link to Comment
  • Investors should sell bonds and buy commodities as a “refuge” against continuing problems in the world economy, Jim Rogers says. Agricultural commodities are even better than metals as prices are “very depressed,” he says, pointing to sugar, which is 75% below its all-time high in 1974.  [View news story]
    So i guess we should get a "sugar high"??
    Jul 7, 2010. 03:19 PM | 1 Like Like |Link to Comment
  • European Stress Test Update [View article]
    Thanks for update...
    Jul 7, 2010. 03:13 PM | Likes Like |Link to Comment
  • Be on the Right Side of S&P Earnings Estimate Cuts [View article]
    S&P 500 GAAP earnings yield is below Baa yield...first time since 1980....
    Jul 7, 2010. 03:10 PM | 3 Likes Like |Link to Comment
  • Allstate (ALL) CEO Thomas Wilson says government borrowing at all levels is "way out of control" and is positioning his company's bond holdings accordingly. “We think there’s a greater chance that interest rates [eventually] will go up, and we’re spending hundreds of millions of dollars hedging off our portfolio for a large spike.”  [View news story]
    So nominal GDP is going to pick up???
    Jul 7, 2010. 02:58 PM | Likes Like |Link to Comment
  • The Fallacy of 'Record Corporate Cash' [View article]
    That's it????
    Jul 7, 2010. 01:21 PM | 1 Like Like |Link to Comment
  • Bank of America now sees the Fed keeping rates where they're at until March 2012, later than its forecast of action in August 2011, on lower forecasts of economic growth. The 10-year Treasury yield should end this year at 3.25%, the bank's analysts say, compared to earlier predictions of 3.75%.  [View news story]
    They also believe nominal GDP will be 15.044 trillion by the end of 2010...with NIPA corporate profits after tax at 1238.....
    Jul 7, 2010. 12:48 PM | 2 Likes Like |Link to Comment
  • European Stress Tests Don't Seem So Tough [View article]
    Agreed....on first glance looks modest....would love to know
    time frame...is it over 2 years,3 years ??? plus what are the macro assumptions????
    Jul 7, 2010. 12:38 PM | Likes Like |Link to Comment
  • Money Supply Comes Alive: Can the Economy Be Far Behind? [View article]
    Also ...real M1 is still up 5% year over year....
    Jul 7, 2010. 11:38 AM | 1 Like Like |Link to Comment
  • Consumer loan delinquencies dipped to 2.98% in Q1 from 3.19% the quarter before, the third consecutive quarterly improvement, while bank card delinquencies fell to the lowest level in eight years. Individuals are "borrowing less, saving more and building wealth. These are all positive signs" of an overall economic improvement.  [View news story]
    I see 705,000 full..you see 1.3 million empty...but GDP counts the
    production and the income of the 705,000,,,,would love to have
    the 1.3 million employed but i will take a half sandwich....
    Jul 7, 2010. 10:56 AM | Likes Like |Link to Comment
  • How U.S. Stimulus Missed the Boat [View article]
    Agreed stimulus was mish mosh of items but there still is another
    303 billion to go in the next year and a quarter....
    Jul 7, 2010. 10:41 AM | Likes Like |Link to Comment
  • Consumer loan delinquencies dipped to 2.98% in Q1 from 3.19% the quarter before, the third consecutive quarterly improvement, while bank card delinquencies fell to the lowest level in eight years. Individuals are "borrowing less, saving more and building wealth. These are all positive signs" of an overall economic improvement.  [View news story]
    10% of what percentage???
    Jul 7, 2010. 08:45 AM | 1 Like Like |Link to Comment
  • Consumer loan delinquencies dipped to 2.98% in Q1 from 3.19% the quarter before, the third consecutive quarterly improvement, while bank card delinquencies fell to the lowest level in eight years. Individuals are "borrowing less, saving more and building wealth. These are all positive signs" of an overall economic improvement.  [View news story]
    2nd quarter should be even better since quarterly employment improved by 705,000 jobs....
    Jul 7, 2010. 08:44 AM | Likes Like |Link to Comment
  • MBA Mortgage Applications: +6.7% vs. +8.8% last week. Thirty-year fixed mortgage rate increased to 4.68% from 4.67%.  [View news story]
    Residential Investment declines 5% on an annualized basis = 4 billion
    .1 GDP annualized growth equals 3.65 billion.....recession requirement is a cutback in personal consumption expenditures.....
    Jul 7, 2010. 07:21 AM | Likes Like |Link to Comment
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