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bbro

bbro
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  • Differentiating an Inflation Induced Rally From a Normal Retracement [View article]
    The reset for our economy is less 8 million jobs than it was 2 years ago......this rally is not so much driven by new money as it is
    anticipation of the market that we will get new job growth of 3 to
    4 million over the next 2 years.....
    Apr 20, 2010. 05:15 AM | 1 Like Like |Link to Comment
  • Created, Not Earned, Earnings at Citigroup [View article]
    "Citi’s earnings going forward – and those for many of the other big banks – are wholly dependent on an economic rebound "

    So when is the double dip going to come???? as an aside
    Citibank has 722 billion inloans....Citibank has a huge 49 billion allowance for loan losses,,,,
    at the end of 2007 Citibank had 778 billion in loans with an allowance
    of only 16 billion.....
    Apr 19, 2010. 11:14 AM | 5 Likes Like |Link to Comment
  • 4 Reasons Why the Goldman Sachs Fraud Scandal Is So Dangerous [View article]
    I reduced risk on June 25,2008 ( yes I should have gone straight to cash) but I increased risk measurably on April 29.2009.....I am a position trader not a day trader by nature.......
    Apr 18, 2010. 06:55 PM | Likes Like |Link to Comment
  • Weighing the Week Ahead: Skip the Sideshow [View article]
    Thanks for the explanation....
    Apr 18, 2010. 01:57 PM | Likes Like |Link to Comment
  • Earnings Will Drive, Or Halt, This Bull Market [View article]
    The historical median of S&P 500 earnings to NIPA Corporate profits after tax is 7.4%. If GDP is 15.5 trillion next year and NIPA corporate
    profits after tax is 8% of GDP ( it is 7.65% today). That would put NIPA
    corporate profits after tax at 1240. 7.4% of 1240 gives you 92.00 dollars. Using a 16 P/E Ratio ( which could be too high if rates are higher) ..that would be 92 x16 = 1472......as with everything a lot of
    assumptions.....
    Apr 18, 2010. 10:02 AM | 2 Likes Like |Link to Comment
  • A U.S. Recovery, Of Dubious Distinction [View article]
    This is interesting for those thinking about strategic default....

    www.bloomberg.com/apps...
    Apr 18, 2010. 09:00 AM | 2 Likes Like |Link to Comment
  • A U.S. Recovery, Of Dubious Distinction [View article]
    I believe the "strategic" default is way overblown....do you a reasonable data source???
    Apr 18, 2010. 08:47 AM | 1 Like Like |Link to Comment
  • Weighing the Week Ahead: Skip the Sideshow [View article]
    I like Ed Hyman,,,and he is a Longhorn too!!
    Apr 18, 2010. 08:40 AM | Likes Like |Link to Comment
  • 4 Reasons Why the Goldman Sachs Fraud Scandal Is So Dangerous [View article]
    Your calculations miss an 8 million job loss....plug in 4 million jobs over
    the next 2 years and see what you get.....it all comes down to job creation.....
    Apr 18, 2010. 08:37 AM | 10 Likes Like |Link to Comment
  • Weighing the Week Ahead: Skip the Sideshow [View article]
    Jeff please correct me but doesn't the survey week have to include the
    12th so this weeks numbers will encompass the survey week???....
    Apr 18, 2010. 08:03 AM | Likes Like |Link to Comment
  • Weighing the Week Ahead: Skip the Sideshow [View article]
    To me the most negative data last week was the nonseasonally adjusted jobless claims number....after setting a new low on a year over year
    basis of -33%....we moved to a too modest -16%....we will see if that was an aberration.....
    Apr 18, 2010. 07:59 AM | 1 Like Like |Link to Comment
  • 4 Reasons Why the Goldman Sachs Fraud Scandal Is So Dangerous [View article]
    That is a lot of meat to miss.....
    Apr 18, 2010. 07:54 AM | 6 Likes Like |Link to Comment
  • Chaos Theory: Could a Volcano Crash the Markets? [View article]
    Stronger dollar.....lower interest rates....weaker exports....On and On....of course it could also be Classic "plucking" model.....
    Apr 18, 2010. 07:48 AM | Likes Like |Link to Comment
  • Too Much Market Optimism or a Real Global Recovery? [View article]
    How about a selloff due to Iceland Volcano????
    Apr 18, 2010. 07:18 AM | 2 Likes Like |Link to Comment
  • 4 Reasons Why the Goldman Sachs Fraud Scandal Is So Dangerous [View article]
    80% is a bear market rally???? what do you consider a bull market???
    Apr 18, 2010. 07:00 AM | 13 Likes Like |Link to Comment
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