Seeking Alpha

bbro

bbro
Send Message
View as an RSS Feed
View bbro's Comments BY TICKER:
Latest  |  Highest rated
  • When Even The Est. Survey Slows... [View article]
    Private payroll jobs have grown 7.977 million over the last 3 years...the fastest 3 year private payroll growth in 15 years....

    6 month diffusion Index....71.5...20th straight month above 70...last business cycle
    had nada above 70
    Aug 9, 2015. 09:57 AM | 1 Like Like |Link to Comment
  • Here's The Next Crisis 'Nobody Saw Coming' [View article]
    Question regarding data...what happened in 2004 for the State and Local Governments (Debt)Credit Market Instruments Liability Level data ?...look at year over year percentage change...was there an accounting change?

    2000 01 1.42%
    2001 01 8.80
    2002 01 11.09
    2003 01 8.32
    2004 01 56.08% *** NOTE ****
    2005 01 5.78
    2006 01 3.89
    2007 01 5.45
    2008 01 0.63
    2009 01 3.95
    2010 01 2.34
    2011 01 -1.73
    2012 01 -0.17
    2013 01 -1.30
    2014 01 -0.46%

    Certainly skews the numbers to support your premise.
    Aug 8, 2015. 05:03 PM | Likes Like |Link to Comment
  • Linn Energy: Low Bankruptcy Risk Through 2017; Future Hinges On 2018 Market Conditions [View article]
    Linn Energy 6.50 5/15/2019 bonds traded Friday at 50...this bond was 80 at the end of the second quarter....on July 29th ( before suspension announcement) it was trading at 59....
    Aug 8, 2015. 03:15 PM | 2 Likes Like |Link to Comment
  • Weekly Market Update - Recent Earnings And Economic Data Are Positive As The Market Sells Off [View article]
    Excellent presentation..."Economic expansions generally don't die of old age, but die of excess.".....spot on....

    30 year treasury to 10 year treasury spread at market tops...

    November 1980 -.40
    August 1987 .17
    July 1990 .06
    July 1998 .22
    March 2000 -.19
    October 2007 .26

    30 to 10 spread on May 21 2015 S&P 500 high... .79
    Aug 8, 2015. 05:18 AM | 11 Likes Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #79 [View instapost]
    Bloomberg High Yield Energy Corporate Bond Index closed
    Friday at 121.18. This index is down 7% from the end of the second quarter..and about 11% from its May 15th high of 135.70...the low to watch is 119.05 made on December 16th...
    Yield to Maturity is currently 12.55%...Average life 6.04...there
    are currently 395 issues in this index....

    The Bloomberg High Yield Corporate Bond Index is down 1.3% from the end of the second quarter...there are 2236 issues in this index....YTM for this index is currently 7.56%...Average life 5.39
    Aug 8, 2015. 03:54 AM | Likes Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #79 [View instapost]
    Sectors...

    Since June 30...

    XLE -10.8%
    XLK +1.7%
    XLF +3.4%
    XLV +1.3%
    XLY +2.4%
    XLP +5.4%
    Aug 7, 2015. 04:30 PM | 1 Like Like |Link to Comment
  • What Kind Of 'Improvement' Does The Fed Want? [View article]
    Private payroll jobs have grown 7.977 million over the last 3 years...the fastest 3 year private payroll growth in 15 years....
    Aug 7, 2015. 03:02 PM | 1 Like Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #79 [View instapost]
    L.....Ominous = Opportunity ?
    Aug 7, 2015. 11:57 AM | 1 Like Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #79 [View instapost]
    Look at the WTI December 2016 crude oil contract....

    http://bit.ly/1KVAw0m
    Aug 7, 2015. 10:38 AM | Likes Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #79 [View instapost]
    L...do not like the action in the energy high yield market,,,that
    needs to stabilize for energy equities... we are 6 to 7 weeks from quarterend and bond positions
    will be "officially" mark to market...big losses...
    Aug 7, 2015. 10:19 AM | Likes Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #79 [View instapost]
    YoY change in Parttime employment due to economic reasons
    was -1.108 million...this is the largest year over year drop in
    over 21 years....
    Aug 7, 2015. 09:59 AM | 1 Like Like |Link to Comment
  • Jobs up 215K in July; UE rate flat at 5.3% [View news story]
    6 month diffusion Index....71.5...20th straight month above 70...last business cycle
    had nada above 70
    Aug 7, 2015. 09:31 AM | Likes Like |Link to Comment
  • Stock futures add to losses, dollar turns higher after jobs numbers [View news story]
    6 month diffusion Index....71.5...20th straight month above 70...last business cycle
    had nada above 70....
    Aug 7, 2015. 09:04 AM | 1 Like Like |Link to Comment
  • U.S. crude oil settles below $45 but energy equities outperform [View news story]
    The Oil and Gas Capex component in the Structures component in GDP dropped
    57% from 3q 1985 to 2q 1987....51% from 4q 2008 to 3q 2009....today from the peak 2q 2014 the decline has been 40%.....

    Note: after the 1986 collapse....this component did not get back near their 3q 1985 highs
    until 2q 1998...and actually surpass until 4q 2000.....
    Aug 7, 2015. 02:08 AM | 1 Like Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #79 [View instapost]
    MEMP 7.625 5/01/2021 bonds....

    Currently with a bid at 79....made a low of 73 on December 16 2014...on 3/17/15 was trading at 92...end of 2nd qtr closed at 95...this bond closed at 84.5 last week...
    Aug 7, 2015. 01:36 AM | Likes Like |Link to Comment
COMMENTS STATS
10,709 Comments
17,346 Likes