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bbro

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  • More jobs added in September [View news story]
    Table B-3

    http://1.usa.gov/n7EsqZ
    Oct 1 09:43 AM | Likes Like |Link to Comment
  • More jobs added in September [View news story]
    5.1 million higher paying private sector jobs added since March 2010...
    Oct 1 09:13 AM | Likes Like |Link to Comment
  • More jobs added in September [View news story]
    And no recession...
    Oct 1 09:10 AM | Likes Like |Link to Comment
  • More jobs added in September [View news story]
    Year over year private nonfarm employment..up 2.492 million....year over year
    has been above 2 million for 3 straight years....
    Oct 1 08:26 AM | 2 Likes Like |Link to Comment
  • A Skeptics View Of The Census Bureau's August New Home Sales Report [View article]
    Meanwhile Dr Kranzler's other prediction....1/27/14

    "I do think that gold has a more than reasonable chance of hitting $2,000 in the next 12-18 months. I base this on using the move to new highs that followed the 2006 and 2008 price corrections as "benchmarks."
    Oct 1 08:11 AM | 2 Likes Like |Link to Comment
  • U.S. Stocks And Ebola: A Risk Without Precedent [View article]
    "For if there is one thing that markets dislike more than anything else, it is uncertainty. Stay tuned."

    And yet markets can climb a wall of worry....

    http://bit.ly/1vwaLdw

    Certainty itself is an emotional state, not an intellectual one. To create a feeling of certainty, the brain must filter out far more information than it processes, which, of course, greatly increases its already high error rate during emotional arousal. In other words, the more certain you feel, the more likely you are wrong in some respect.
    Oct 1 03:14 AM | 2 Likes Like |Link to Comment
  • Reasonably Reliable Leading Indicator [View article]
    "My research indicated that Corporate Profits adjusted for inventory build was one of several important Reasonably Reliable Leading Indicators regarding future business activity and stock market values. "

    I prefer the relationship between total market capitalization,net cash flow and Baa
    corporate yields...
    Oct 1 02:26 AM | 1 Like Like |Link to Comment
  • Consumer confidence unexpectedly tumbles in September [View news story]
    And yet Dirt owns stocks....one of the best leading indicators of the economy
    Sep 30 03:44 PM | Likes Like |Link to Comment
  • Consumer confidence unexpectedly tumbles in September [View news story]
    Year over Year Jobs Hard to get vs Jobs Plentiful Index remains positive....
    Sep 30 10:12 AM | Likes Like |Link to Comment
  • Bank of America to pay $7.65M fine for overstating capital [View news story]
    Do they get a bonus if they understate capital?
    Sep 29 03:12 PM | Likes Like |Link to Comment
  • Q2 GDP revised higher to 4.6% growth [View news story]
    Where does it say temp/parttime? Which were your words "Most jobs added are temp/part time." You mean High wage vs Low Wage...The High wage to Low Wage ratio did drop in the last recession but the ratio has remained .495 since late 2009 around the time you were calling for no recovery. I'll let you do the math to find out how many higher paying jobs have been created since your no recovery mantra in the fall of 2009.
    Sep 29 10:29 AM | Likes Like |Link to Comment
  • Corporate Profits And Market Peaks - Are We There Yet? [View article]
    "Never use one indicator alone for assessing market conditions."

    Prefer more timely data like jobless claims,credit spreads,housing starts,etc etc etc
    Sep 29 07:11 AM | Likes Like |Link to Comment
  • Q2 GDP revised higher to 4.6% growth [View news story]
    "Most jobs added are temp/part time."....Incorrect...
    Sep 29 01:37 AM | Likes Like |Link to Comment
  • Weighing The Week Ahead: Investor Lessons From This Week's Data Deluge [View article]
    Thanks again..Jeff...

    One indicator that I track is the 5 to 10 treasury curve. I know some strategists
    highlight the 10's to 30's curve but looking at the 5 to 10 curve accomplishes the same result. Currently the 5 to 10's is 73 basis points....I consider when it narrows to less than 25 it qualifies as a warning. Conventional wisdom considers an inversion
    of this curve to be an official warning.

    With last weeks GDP numbers the Durable Goods and Residential Investment to GDP ratio is currently 10.7% slowly rising and way below the 13% level which has been a minimum requirement before a recession warning going all the way back to Truman.
    Sep 28 02:08 AM | 10 Likes Like |Link to Comment
  • Are Leading Indicators Saying The Economy Is Accelerating? [View article]
    There are ways of dealing with revision risk that deliver actionable signals...
    Sep 27 12:42 PM | 2 Likes Like |Link to Comment
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