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bbro

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  • Initial Jobless Claims: +13K to 472K vs. 455K consensus. Continuing claims +43K to 4,616,000.  [View news story]
    Sorry 6/27/09 559857
    Jul 1, 2010. 08:42 AM | 4 Likes Like |Link to Comment
  • Initial Jobless Claims: +13K to 472K vs. 455K consensus. Continuing claims +43K to 4,616,000.  [View news story]
    Non seasonally adjusted jobless claims....

    6/26/10 438305
    6/27/09 598857
    6/28/03 394214
    6/21/83 383500
    Jul 1, 2010. 08:39 AM | 5 Likes Like |Link to Comment
  • June Employment Report Preview [View article]
    Excellent...thank you....
    Jul 1, 2010. 05:25 AM | 4 Likes Like |Link to Comment
  • Thoughts on the Equity Premium Puzzle [View article]
    On March 9 2009 the S&P 500 was trading at around 4.71% of then current nominal GDP and Moody's Baa yield was 8.29 for a combined total of 13.00. Today the S&P 500 trades at 7.07% of GDP with
    Moody's Baa yield at 6.09. Combined total of 13.16. The 60 year average of this combination has been 16.05.
    Jul 1, 2010. 05:14 AM | Likes Like |Link to Comment
  • Is Chance of Double Dip Recession 0% or 50%? [View article]
    "it took 2 years of 10% of GDP in deficit spending " ...you have to subtract 8 million jobs lost....now if we had 10% of GDP deficit spending and little job loss then we would we talking about inflation
    instead of deflation....
    Jun 29, 2010. 12:59 PM | Likes Like |Link to Comment
  • Is Chance of Double Dip Recession 0% or 50%? [View article]
    20%...based on the possibility that current job holders might cut back
    on spending....but we are operating on a low equilibrium level....historically low 2.3% of GDP... residential investment...11 million car sales...low inventory to
    sales ratio....better capitalized large banks than in 2008...BAA yields
    still lower than April 23....lengthening workweek...
    Jun 29, 2010. 12:28 PM | Likes Like |Link to Comment
  • U.S. taxpayers are already on the hook for about $145B in housing losses connected to Fannie Mae (FNM -5%) and Freddie Mac (FRE -5.5%) loans. But that number could balloon to $400B, and if housing prices fall further, up to $1T.  [View news story]
    Does anybody know the macro assumptions of the 1 trillion scenario???
    Jun 29, 2010. 11:48 AM | Likes Like |Link to Comment
  • June Consumer Confidence Index: 52.9 vs. 62 expected and 62.7 prior (revised downward from 63.3). Present situation 25.5 vs. 29.8 prior. Expectations 71.2 vs. 84.6 prior. "Until the pace of job growth picks up, consumer confidence is not likely to pick up."  [View news story]
    Increase in Jobs hard to get to 44.8 not good....
    Jun 29, 2010. 10:16 AM | Likes Like |Link to Comment
  • April S&P Case-Shiller Home Price Index: +0.8% M/M vs. -0.5% prior. +3.8% Y/Y vs. +3.5% expected, +2.3% prior.  [View news story]
    S&P Case Shiller 10 city at 159...Banks were stress tested to a
    122 level by April 2010
    Jun 29, 2010. 09:15 AM | 3 Likes Like |Link to Comment
  • 18 Reasons to Assume Near Term Market Direction Is Down [View article]
    So with all this data are you saying the employment level of the household survey will be below 139.5 million at the end of 2010?
    Jun 29, 2010. 07:59 AM | 1 Like Like |Link to Comment
  • The Future of Housing, Near and Far [View article]
    So you are saying the employment level of the household survey
    will be below 139.5 million by the end of 2010???
    Jun 29, 2010. 07:47 AM | 2 Likes Like |Link to Comment
  • Double Dip Is Virtually Guaranteed [View article]
    One question...will the employment level in the household survey
    be lower than 139.5 million at the end of 2010???
    Jun 29, 2010. 07:25 AM | 1 Like Like |Link to Comment
  • Returning to a New Normal, aka Reality, Is Not a Bad Thing [View article]
    Total household debt service is 1.383 trillion...peak was in
    3rd qtr 2008 at 1.482 trillion....
    Jun 29, 2010. 06:50 AM | Likes Like |Link to Comment
  • The Shanghai composite fell 4.3% and the Nikkei dropped 1.4% Tuesday. A sharp revision to the Conference Board's China Leading Indicators (to +0.3% from +1.7%), due to a calculation error, seems to have spooked markets. U.S. stock futures are down sharply, with S&P -1.3% to 1057, and 10-year Tsy +0.4% to 122-20.  [View news story]
    Total floor space....
    Jun 29, 2010. 05:57 AM | Likes Like |Link to Comment
  • To Double-Dip or Not to Double-Dip? [View article]
    " Not a scientific survey" says it all....
    Jun 28, 2010. 11:24 AM | Likes Like |Link to Comment
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