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bbro

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  • Why Jobless Claims Aren't Yet Signaling Double Dip [View article]
    Also private sector job openings are up year over year,,,,you
    do not get a recession in that environment,,,,
    Sep 12, 2010. 06:49 AM | 2 Likes Like |Link to Comment
  • The Distribution of Households' Balance Sheets and the Recovery [View article]
    Postponable Purchases ( Housing,Autos,Business investment etc.)to Gross Domestic Income is currently 17%....the 40 year average is
    21%.....
    Sep 12, 2010. 05:35 AM | Likes Like |Link to Comment
  • ECRI's WLI Growth Rate Ticks Up [View article]
    Private sector job openings up year over year..equals no recession....
    Sep 11, 2010. 02:31 AM | 3 Likes Like |Link to Comment
  • Jul. Wholesale Trade (.pdf): Inventories +1.3% to $405.0B vs. consensus of +0.4%, +0.2% (revised from +0.1%) in June. Sales +0.6% to $350.1B. Inventory-to-sales ratio rose slightly to 1.16 from 1.15 in June.  [View news story]
    I/S ratio averaged 1.19 from 2003 to 2007
    Sep 10, 2010. 12:16 PM | 1 Like Like |Link to Comment
  • Weekly Claims and Trade Deficit Not as Good as Reported [View article]
    The 9 states are D.C,Illinois,Idaho,Haw...
    California and Virginia for a total of 109,578 claims ( based on August
    28 numbers)....a 10% error makes the non seasonally adjusted number
    387,495 .....seasonal factor was .835.....387,495 divided by .835 =
    464,065....still better than expectations of 470,000
    Sep 10, 2010. 11:55 AM | 1 Like Like |Link to Comment
  • Jul. Wholesale Trade (.pdf): Inventories +1.3% to $405.0B vs. consensus of +0.4%, +0.2% (revised from +0.1%) in June. Sales +0.6% to $350.1B. Inventory-to-sales ratio rose slightly to 1.16 from 1.15 in June.  [View news story]
    Good for GDP...
    Sep 10, 2010. 10:35 AM | 3 Likes Like |Link to Comment
  • Basel III: The Compromise [View article]
    A de facto standard will impact the smaller banks too,,,,
    Sep 10, 2010. 09:57 AM | Likes Like |Link to Comment
  • A Glance at Unemployment: 1930s vs. Today [View article]
    "Guarantee".....
    Sep 10, 2010. 07:30 AM | Likes Like |Link to Comment
  • The Output Gap: Welcome to the Balance Sheet Recession [View article]
    For a full discussion don't we need to talk about debt service too???.....
    Sep 10, 2010. 04:28 AM | 3 Likes Like |Link to Comment
  • Deutsche Bank (DB -3.2%) ostensibly wants to raise cash through a huge stock sale to fund an acquisition of Deutsche Postbank (DEUPF.PK), but it could have as much to do with new capital requirements. By moving first, John Carney says it may hope to avoid a squeeze that could result from so much banking share inventory coming onto the market.  [View news story]
    The time frame to meet the capital requirements is pretty long....
    Sep 9, 2010. 04:45 PM | 2 Likes Like |Link to Comment
  • Deutsche Bank (DB) reverses sharply to -2.9% on a report it's considering a share sale of €9B ($11.4B) - about a third of its market cap - in order to increase its 30% stake in Deutsche Postbank (DEUPF.PK).  [View news story]
    you wish....
    Sep 9, 2010. 04:22 PM | 5 Likes Like |Link to Comment
  • Initial Jobless Claims: -27K to 451K vs. 470K consensus. Continuing claims -2K to 4,478,000.  [View news story]
    there is a stongter correlation to Global GDP than US GDP...in
    fact 40% of S&P profits are foreign based up from 20% 15 years ago....
    Sep 9, 2010. 12:52 PM | 2 Likes Like |Link to Comment
  • Jobless Claims Drop Sharply - If You Believe the Numbers [View article]
    You do not have a recession...when private sector job openings are
    increasing...

    2010 07 2723.
    2010 06 2537.
    2010 05 2597.
    2010 04 2675.
    2010 03 2363.
    2010 02 2266.
    2010 01 2471.
    2009 12 2130.
    2009 11 2113.
    2009 10 2164.
    2009 09 2333.
    2009 08 2098.
    2009 07 2046.
    2009 06 2197.
    2009 05 2183.
    2009 04 2108.
    2009 03 2227.
    2009 02 2483.
    2009 01 2396.
    Sep 9, 2010. 12:44 PM | Likes Like |Link to Comment
  • Jobless Claims Drop Sharply - If You Believe the Numbers [View article]
    the 9 states are D.C,Illinois,Idaho,Haw...
    California and Virginia for a total of 109,578 claims ( based on August
    28 numbers)....a 10% error makes the non seasonally adjusted number
    387,495 .....seasonal factor was .835.....387,495 divided by .835 =
    464,065....still better than expectations of 470,000
    Sep 9, 2010. 11:19 AM | 1 Like Like |Link to Comment
  • Jobless Claims Drop Sharply - If You Believe the Numbers [View article]
    9 states which make up 29% of total claims....how far off do you think they are???
    Sep 9, 2010. 10:25 AM | Likes Like |Link to Comment
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