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bbro

bbro
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  • 3rd Quarter GDP Likely Negative, Recession Never Ended [View article]
    So Americans are going to increase their imports even more in the 3rd Quarter???
    Aug 23, 2010. 09:05 AM | Likes Like |Link to Comment
  • The Biggest Risk to the Market Is Wall Street Itself [View article]
    Just track TTM GAAP earnings....
    Aug 23, 2010. 08:53 AM | 1 Like Like |Link to Comment
  • More Treasury Meeting Views [View article]
    John...not exactly related but the American Housing Survey came out
    last week....a wealth of interesting data....

    www.census.gov/hhes/ww...
    Aug 23, 2010. 08:51 AM | 2 Likes Like |Link to Comment
  • Dirty Deficits and Gross Domestic Product [View article]
    Excellent....thanks....
    Aug 23, 2010. 07:06 AM | Likes Like |Link to Comment
  • The Secret of the Shrinking Equity Risk Premium? It's Deflation [View article]
    Interesting,,,,,you use the maximum return from the bonds and the
    In theory) the minimum return on equities....why not put it apples to
    apples ....Maximum return on Bonds and the ttm GAAP
    earnings yield of equities ( remember no forward earnings projections
    no operating earnings....GAAP earnings).....
    Aug 23, 2010. 06:51 AM | 1 Like Like |Link to Comment
  • FDIC Swan Song: 8 Banks a Week [View article]
    8 banks a week x 52 weeks = 416 banks...There are 6,772 banks
    in the U.S......6,249 are under 1 billion in asset size....
    Aug 23, 2010. 06:29 AM | 1 Like Like |Link to Comment
  • Weighing the Week Ahead: The Confusing Effect of Politics [View article]
    The S&P 500 ttm GAAP earnings yield as of Friday was 6.27%..
    67.20 divided by 1072....Moody's Baa yield ( medium grade bonds)
    closed at 5.51%...
    Aug 23, 2010. 06:16 AM | 1 Like Like |Link to Comment
  • Forget next quarter - David Rosenberg figures GDP could go negative this quarter, planning for a -1.5% rate vs. others' 2.5-3.5%. It's not about a double-dip, he says; the recession never ended.  [View news story]
    Missing a key point of the data..,,,,
    Aug 21, 2010. 01:25 PM | 1 Like Like |Link to Comment
  • Forget next quarter - David Rosenberg figures GDP could go negative this quarter, planning for a -1.5% rate vs. others' 2.5-3.5%. It's not about a double-dip, he says; the recession never ended.  [View news story]
    Actually most of my energy is devoted to the data...right or wrong....
    political discussions are generally a waste of time in my book...in
    my many years of bond trading I found when people let their politics
    get in the way they eventually lost money....
    Aug 21, 2010. 12:33 PM | 2 Likes Like |Link to Comment
  • Update: The ECRI Weekly Leading Index [View article]
    Geez...Manny give it a break...go play with your kids.....take some lithium...something....
    Aug 21, 2010. 11:38 AM | 1 Like Like |Link to Comment
  • Forget next quarter - David Rosenberg figures GDP could go negative this quarter, planning for a -1.5% rate vs. others' 2.5-3.5%. It's not about a double-dip, he says; the recession never ended.  [View news story]
    Yes unfortunately the employment situation hasn't materialized....
    I personally want to see people employed....and I hope you do too...
    we can disagree about the methods to get there....
    Aug 21, 2010. 11:34 AM | 5 Likes Like |Link to Comment
  • Forget next quarter - David Rosenberg figures GDP could go negative this quarter, planning for a -1.5% rate vs. others' 2.5-3.5%. It's not about a double-dip, he says; the recession never ended.  [View news story]
    40 year Personal Savings to GDP average ....5.0%
    Aug 21, 2010. 10:10 AM | 2 Likes Like |Link to Comment
  • Forget next quarter - David Rosenberg figures GDP could go negative this quarter, planning for a -1.5% rate vs. others' 2.5-3.5%. It's not about a double-dip, he says; the recession never ended.  [View news story]
    Manny......"Trading frequency: Daily "???.....
    Aug 21, 2010. 09:59 AM | 2 Likes Like |Link to Comment
  • Forget next quarter - David Rosenberg figures GDP could go negative this quarter, planning for a -1.5% rate vs. others' 2.5-3.5%. It's not about a double-dip, he says; the recession never ended.  [View news story]
    Personal Savings was 1.56% of GDP in the 4th qtr 2007....today
    it is 4.84% of GDP....highest level since 1992....
    Aug 21, 2010. 09:54 AM | 3 Likes Like |Link to Comment
  • Forget next quarter - David Rosenberg figures GDP could go negative this quarter, planning for a -1.5% rate vs. others' 2.5-3.5%. It's not about a double-dip, he says; the recession never ended.  [View news story]
    Why not use Gross Domestic Income???
    Aug 21, 2010. 09:36 AM | 1 Like Like |Link to Comment
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