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  • Bank of America beats by $0.02, misses on revenue  [View news story]
    $22 billion in Oil and Gas loans out of $903 billion in loans.....
    Jan 19, 2016. 08:22 AM | 7 Likes Like |Link to Comment
  • China GDP growth sinks to 25-year low  [View news story]
    "In 2015, the national per capita disposable income of residents was 21,966 yuan, a nominal growth of 8.9 percent over last year, or a real increase of 7.4 percent after deducting price factors.

    In 2015, the total retail sales of consumer goods reached 30,093.1 billion yuan, a nominal annual rise of 10.7 percent (a real growth of 10.6 percent after deducting price factors)."
    Jan 19, 2016. 03:19 AM | 2 Likes Like |Link to Comment
  • Hide Under The Covers Or Back Up The Truck?  [View article]
    A heavy weight truck purchase decision has much more to do with future business prospects than oil prices....
    Jan 19, 2016. 02:55 AM | 1 Like Like |Link to Comment
  • Hide Under The Covers Or Back Up The Truck?  [View article]
    F150 is not considered a heavy weight truck....Heavy Weight is Class 4 and above....Big Trucks....
    Jan 19, 2016. 02:51 AM | Likes Like |Link to Comment
  • Oil slides below $29 as Iran sanctions lifted  [View news story]
    Chinese communists ripping off the Chinese consumers...what a surprise....

    http://bloom.bg/1ng5OWj
    Jan 18, 2016. 06:06 PM | Likes Like |Link to Comment
  • Hide Under The Covers Or Back Up The Truck?  [View article]
    The last 6 recessions have started after heavy weight truck sales were in a declining trend...of course this time is different...right?
    Jan 18, 2016. 05:45 PM | 4 Likes Like |Link to Comment
  • Sell-Off In Wells Fargo Creates Long-Term Buying Opportunity  [View article]
    " Energy exposure is only 2% of the balance sheet compared to 36% in consumer real estate."

    Total Oil and Gas exposure of the Big 4 banks is $105 billion...out of total loans of $ 3.197 trillion in loans....
    Jan 18, 2016. 02:40 PM | Likes Like |Link to Comment
  • Weekly Update For The S&P 500: Is It Time To 'Buy The Dip' Or 'Sell The Rally'?  [View article]
    Day to day moves....I have no idea....
    Jan 18, 2016. 09:39 AM | Likes Like |Link to Comment
  • Weekly Update For The S&P 500: Is It Time To 'Buy The Dip' Or 'Sell The Rally'?  [View article]
    Side note: Despite some technical indicators indicating a decent buy point....Highly unlikely Friday was the low for the S&P 500...
    Jan 18, 2016. 08:22 AM | Likes Like |Link to Comment
  • Weekly Update For The S&P 500: Is It Time To 'Buy The Dip' Or 'Sell The Rally'?  [View article]
    Using Barron's.....

    Current trailing 12 month Dow Jones Operating Earnings P/E ratio is 14.70....

    On 5/22/15 the trailing P/E was 16.66....

    On 12/31/12 the trailing P/E was 14.38...
    Jan 17, 2016. 01:03 PM | 1 Like Like |Link to Comment
  • Weighing The Week Ahead: Can Earnings Season Provide A Floor For Stocks?  [View article]
    For bears...December 2016 SPY 200 calls available for sale at 7.50...

    For bulls....December 2016 SPY 160 puts available for sale at 7.30....

    Or sell both and have Break evens at 214.80 or 145.2
    Jan 17, 2016. 04:57 AM | 6 Likes Like |Link to Comment
  • Weighing The Week Ahead: Can Earnings Season Provide A Floor For Stocks?  [View article]
    Thanks again Jeff for your comprehensive presentaion....
    Jan 17, 2016. 04:19 AM | 12 Likes Like |Link to Comment
  • Weekly Update For The S&P 500: Is It Time To 'Buy The Dip' Or 'Sell The Rally'?  [View article]
    Thanks again for another comprehensive work....
    Jan 17, 2016. 04:17 AM | 6 Likes Like |Link to Comment
  • James A. Kostohryz Positions For 2016: An Upside Surprise For The Year?  [View article]
    "Employment is, and always will be, a lagging indicator."

    Change in Job growth momentum is a leading indicator....
    Jan 16, 2016. 08:52 AM | 3 Likes Like |Link to Comment
  • James A. Kostohryz Positions For 2016: An Upside Surprise For The Year?  [View article]
    Of the 7 states in the Midwest on January 5,2008 5 of the 7 were experiencing year over year
    increasing continuing jobless claims...

    On January 5 2016....none were experiencing yoy increasing continuing jobless claims....
    Jan 16, 2016. 07:51 AM | 1 Like Like |Link to Comment
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