Seeking Alpha

bbro

bbro
Send Message
View as an RSS Feed
View bbro's Comments BY TICKER:
Latest  |  Highest rated
  • Greece, America and the Four Stages of Economic Collapse [View article]
    5 states receive substantially more federal money than they pay in taxes....Oklahoma,Kent... Carolina,Mississippi and Alabama.....do think these senators will promote cutbacks????
    May 5, 2010. 04:34 AM | Likes Like |Link to Comment
  • Greece, America and the Four Stages of Economic Collapse [View article]
    Yes...probably..but without talking about debt service it could be next
    year ...three years....ten years.....twenty years...we don't know....
    May 5, 2010. 04:32 AM | Likes Like |Link to Comment
  • Face-Off: Consumer Strength [View article]
    www.bloomberg.com/apps...
    May 4, 2010. 07:48 AM | 1 Like Like |Link to Comment
  • Greece, America and the Four Stages of Economic Collapse [View article]
    Not one word about debt service.....driving with one eye closed....
    If your income is 50,000 and your mortgage is 56,300...are you going
    to default??? Not enough information....
    May 4, 2010. 06:06 AM | Likes Like |Link to Comment
  • Face-Off: Consumer Strength [View article]
    Great article,,,,thanks...

    Job Growth.....here are the last 8 quarters.....this will help
    drive the aggregate demand ( and replace the declining stimulus
    in future months).......Household survey data.....

    2010 01 488.0000000000
    2009 04 -1201.0000000000
    2009 03 -1120.0000000000
    2009 02 -1128.0000000000
    2009 01 -2336.6666666670
    2008 04 -1317.0000000000
    2008 03 -791.3333333330
    2008 02 -220.6666666670
    May 4, 2010. 05:18 AM | 1 Like Like |Link to Comment
  • Warren Buffett says the economy is showing signs of "real strength" thanks to increased manufacturing activity and improved consumer demand as people regain confidence. Berkshire Hathaway (BRK.A) is "net hiring" right now, he tells CNBC, due to renewed demand for the products its subsidiaries make.  [View news story]
    Stock market is up 35% since Warren's "Buy American I am" comment.....
    May 3, 2010. 07:31 PM | 2 Likes Like |Link to Comment
  • Is the Stock Market Cheap? [View article]
    1982 stock market....We had...


    10 year treasury 13%

    30 year mortgage 16%

    Fed Funds Rate 12%

    Wouldn't that contribute to a low P/E???
    May 3, 2010. 05:52 PM | 4 Likes Like |Link to Comment
  • Why isn't there a Greece-like panic over California - which, after all, could still default? There are key differences, chiefly that California's is a political crisis through and through: California's deficit is 1% of GDP and its debt 5% of GDP, while Greece owes more than the size of its economy.  [View news story]
    Again Debt to GDP while important is being abused as a metric....
    Debt Service to GDP and Debt to Net Worth......
    May 3, 2010. 02:17 PM | Likes Like |Link to Comment
  • Help Wanted Index's Positive S&P Correlation [View article]
    Interesting...thanks...
    May 3, 2010. 01:39 PM | Likes Like |Link to Comment
  • Apr. ISM Manufacturing Index: 60.4 vs. 60 consensus and 59.6 prior. Prices index 78 vs. 75 prior. Employment 58.5 vs. 55.1. Inventories 49.4 vs. 55.3. New orders 65.7 vs. 61.5.  [View news story]
    The 12 month moving average of the new orders minus inventories
    differential is at its highest level in 33 years.....
    May 3, 2010. 12:04 PM | 3 Likes Like |Link to Comment
  • March Personal Income and Outlays Income: Income +0.3% in-line with consensus and vs. +0.1% prior. Spending +0.6% in-line with consensus and vs. +0.5% prior. PCE core price index: +0.1% vs. 0% expected, 0% prior.  [View news story]
    Ignore it...its free info.....I am not going to do the homework for you to understand it....not worth my time....
    May 3, 2010. 08:59 AM | Likes Like |Link to Comment
  • March Personal Income and Outlays Income: Income +0.3% in-line with consensus and vs. +0.1% prior. Spending +0.6% in-line with consensus and vs. +0.5% prior. PCE core price index: +0.1% vs. 0% expected, 0% prior.  [View news story]
    Median new home to disposable income per capita ratio is 5.97...
    20 year average is 6.71.....
    May 3, 2010. 08:46 AM | Likes Like |Link to Comment
  • ETF Update: Homebuilders Showing Surprising Strength [View article]
    I too am puzzled by homebuilders but here are some numbers...

    The housing starts to nonfarm payrolls ratio....

    It currently is .4824...the low was made in April 2009 at .3641
    it broke its 12 month moving average and is moving up slowly.
    The high during the housing boom was 1.68 in January 2006.
    At the start of the recession it was .7517. The low in 1990's was .7312 and the low in the 1980's was 1.15. The 20 year average
    for this ratio is 1.16.
    May 3, 2010. 06:10 AM | Likes Like |Link to Comment
  • Economic Recovery? Some Historical Perspective in 5 Charts [View article]
    Charts??? Grey Road wants words words words.....and if you could
    make it confirm his beliefs that would be nice too....(another hint: he doesn't
    like smarty people)......
    May 3, 2010. 05:33 AM | 2 Likes Like |Link to Comment
  • Economy Is Moving in the Right Direction (Not Down) [View article]
    I agree...i actually think it is a combination...the mix probably could be
    roughly calculated but that is way too much homework for me....still
    I point it out because it does change some conceptions about savings
    today. ( it does not mean we dont need more savings in the long run though).
    May 3, 2010. 04:51 AM | 1 Like Like |Link to Comment
COMMENTS STATS
10,131 Comments
16,210 Likes