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  • U.S. Jobless Claims Fall, Moving Closer To Multi-Decade Low... Again [View article]
    Jobless Claims excellent leading indicator...Labor Force Participation Rate lousy leading indicator
    Oct 8, 2015. 11:29 AM | 2 Likes Like |Link to Comment
  • Jobless claims drops 13K to 263K [View news story]
    Good numbers...,.
    Oct 8, 2015. 08:44 AM | 3 Likes Like |Link to Comment
  • Margin Pressures = Subdued L-T Equity Returns [View article]
    "A San Francisco Fed study showed that P/E ratios are influenced by age demographics. It projects a bottom in P/E ratios around the end of this decade, and a rise afterwards."

    The all important Employment 35-44 age group peaked in 2000 and bottomed in 2011 and is beginning a slow steady rise being fed over time by the rapid employment growth in the 25 to 34 year old age group.
    Oct 7, 2015. 07:35 AM | 1 Like Like |Link to Comment
  • Weighing The Week Ahead: What Is Behind The Recent Market Volatility? [View article]
    Thanks again...
    Oct 5, 2015. 06:20 AM | 3 Likes Like |Link to Comment
  • The Last 2 Times This Happened, The U.S. Fell Into A Recession [View article]
    "The last two times that earnings of the S&P 500 companies reached this point - in Q1 of 2001 and in Q4 2007 - the US was already in a recession."

    Q1 2001 and Q4 2007 had rising jobless claims and declining momentum in housing starts (to name just a few)....tain't happen' now.....
    Oct 5, 2015. 06:19 AM | 10 Likes Like |Link to Comment
  • Market Update : The Market 'Reversal' On Friday Was Impressive. Will It Be Sustained? Or Does The Market Re-Test The Lows? [View article]
    Excellent presentation.
    Oct 5, 2015. 04:37 AM | 2 Likes Like |Link to Comment
  • The Expectations Of A Fed Rate Hike Are Collapsing, Even In The Long Term [View article]
    The December 2019 Eurodollar contract 2 years ago was pricing a 4.36% 3 month libor...on Friday's close this contract was 2.17%....a new all time low....
    Oct 4, 2015. 01:18 PM | 2 Likes Like |Link to Comment
  • Oil posts gain in volatile session [View news story]
    Over a 3 year period America consumes around 410 billion gallons of gasoline....

    Going into the 2008 recession the 3 year average topped out at 2.85 in October 2008 and bottomed in August 2009 at 2.73....the 3 year average hit 3.49 in February September 2015 the 3 year average was 3.12....the 3 year average
    is on pace to hit 3.00 by the end of the year....
    Oct 3, 2015. 01:38 AM | 1 Like Like |Link to Comment
  • U.S. economy added 200K private jobs [View news story]
    Year over Year Private Employment up 2.548 million....50th consecutive month
    of yoy 2.0 million+....last business cycle had 17 consecutive months...
    Sep 30, 2015. 04:11 PM | 1 Like Like |Link to Comment
  • Personal Income and Outlays [View news story]
    Y-o-Y Wage and Salary Disbursements +4.35%
    Sep 28, 2015. 10:59 AM | Likes Like |Link to Comment
  • Weighing The Week Ahead: Will Global Weakness Drag Down The U.S. Economy? [View article]
    Great Sunday Homework...thanks...

    On a cyclical note...

    Consumer discretionary stocks weakened against consumer staples stocks before
    the 1990 recession,2001 recession and the 2008 recession...that is not the case today....
    Sep 27, 2015. 03:52 AM | 15 Likes Like |Link to Comment
  • The S&P 500 Death Cross - Time To Panic? [View article]

    Using the 50 day simple moving average crossing the 200 day simple moving average results in a crossing on August 28,2015...which was 1988.87.
    7.2% from the all time highs....

    Using a 50 day exponential moving average crossing the 200 day exponential moving average the crossing occurs on September 1,2015 ...which was 1913.85
    11.4% from the all time highs....
    Sep 27, 2015. 01:12 AM | Likes Like |Link to Comment
  • Weekly Market Update: The Jury Deciding The Stock Market's Fate Is Still Out [View article]
    Sep 26, 2015. 09:54 AM | 2 Likes Like |Link to Comment
  • Goodrich Petroleum investors fight for scraps as shale rout deepens [View news story]
    Bloomberg High Yield Energy Corporate Bond Index is - 13.5% since June 30th...this index was down 12.1% in the 4th qtr last year
    Sep 26, 2015. 08:50 AM | Likes Like |Link to Comment
  • Year-Over-Year Rail Trends Continue To Degrade [View instapost]
    Y-o-Y Truck Transportation Employment +2.77%
    Sep 26, 2015. 08:26 AM | Likes Like |Link to Comment