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Papaswamp

Papaswamp
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  • The Zero Sum Game Of Lower Interest Rates And Why Mortgage Rates Will Rise [View article]
    Every loan an asset? Yikes! No way. Most housing loans are govt backed in an attempt to keep the economy afloat....and it is failing. Fewer and fewer are able to afford a house.
    3.6 million job openings...
    11 million on unemployment
    8.1 million part time wanting full time
    5.6 million not in labor force wanting work
    +300,000 NEW unemployment filings per week
    45 MILLION on food stamps

    The math is clear...we have too many people and no where near enough jobs...much less living wage jobs.
    Jul 29 08:19 PM | Likes Like |Link to Comment
  • RadioShack (RSH): Q2 EPS of -$0.21 misses by $0.25. Revenue of $953.2M (+1.2% Y/Y) misses by $18.33M. (PR)  [View news story]
    Expect to see more companies do the same.
    Jul 25 06:45 AM | Likes Like |Link to Comment
  • Apple (AAPL): FQ3 EPS of $9.32 misses by $1.04. Revenue of $35B (+22% Y/Y) misses by $2.5B. 26M iPhones sold, 17M iPads, 4M Macs. Shares -5.5% AH. (PR).  [View news story]
    Revenue worldwide are trending down.
    http://bit.ly/Owx8pO
    Jul 24 05:17 PM | 1 Like Like |Link to Comment
  • Apple (AAPL): FQ3 EPS of $9.32 misses by $1.04. Revenue of $35B (+22% Y/Y) misses by $2.5B. 26M iPhones sold, 17M iPads, 4M Macs. Shares -5.5% AH. (PR).  [View news story]
    Higher*... Woooo time to switch from water to bourbon.
    Jul 24 05:15 PM | Likes Like |Link to Comment
  • Apple (AAPL): FQ3 EPS of $9.32 misses by $1.04. Revenue of $35B (+22% Y/Y) misses by $2.5B. 26M iPhones sold, 17M iPads, 4M Macs. Shares -5.5% AH. (PR).  [View news story]
    I think this has less to do with APPL and much more to do with the economic condition of the consumer.
    Jul 24 04:57 PM | 4 Likes Like |Link to Comment
  • Apple (AAPL): FQ3 EPS of $9.32 misses by $1.04. Revenue of $35B (+22% Y/Y) misses by $2.5B. 26M iPhones sold, 17M iPads, 4M Macs. Shares -5.5% AH. (PR).  [View news story]
    -10% Y/Y in US should worry people. Not as to the condition of APPL (with even hire cash reserves now) but as to the health of the US economy.
    Jul 24 04:55 PM | 3 Likes Like |Link to Comment
  • Initial Jobless Claims: 350K vs. 375K consensus (prior week revised to 376K from 374K). Continuing claims -14K at 3.31M.  [View news story]
    The NSA spike is worrisome especially with a holiday midweek. The seasonal adjustment is huge.
    Jul 12 03:24 PM | Likes Like |Link to Comment
  • Alcoa (AA): FQ2 EPS of $0.06 in-line. Revenue of $5.96B (-9.4% Y/Y) beats by $130M. Shares +0.9% AH. (PR)  [View news story]
    -9.4% y/y is positive...I see now..Less bad is the new amazing.
    Jul 9 09:17 PM | Likes Like |Link to Comment
  • May Consumer Credit: +$17.1B vs. +$8.5B expected and $10.0B prior (revised). The month saw the biggest jump in consumer credit since December. Non-revolving debt (student loans, car and personal loans) up $9.1B, while revolving debt (credit cards) increased $8.0B.  [View news story]
    Credit increases 8% .... Wages 0.2%....
    Jul 9 03:09 PM | 4 Likes Like |Link to Comment
  • Japan's May current-account surplus -62.6% Y/Y to ¥215.1B ($2.7B) - the 15th consecutive month of declines - vs. ¥511B consensus. Balance of trade in goods and services comes in as a deficit of ¥941B. Natural-gas imports, a slowdown in exports to Europe, and a smaller-than-expected income surplus offset strong car exports and falling oil prices.  [View news story]
    Huge news that no one wants to look at.
    Jul 9 09:59 AM | Likes Like |Link to Comment
  • June Nonfarm Payrolls: +80K vs. consensus +100K, prior +77K (revised from 69K). Unemployment rate 8.2% vs. consensus 8.2%, 8.2% previous.  [View news story]
    Internals not too ugly except for the Not SA adj. U-6 and unemployment rate (both rising). More people in the labor force that want a job.
    Jul 6 08:34 AM | 1 Like Like |Link to Comment
  • Is this rally for real? CNBC's Jeff Cox says don't trust it, here's why: First, Europe isn't really fixed, just muddied up more. Second, The U.S. economy is slowing, as illuminated by weak GDP, slow job growth and dwindling spending. Third, China, India and Russia, emerging markets that were once counted on to drive global demand, aren't. Finally, at the core of this crisis is debt. Unfortunately, as individual wealth shrinks and public debt keeps expanding, a real fix appears illusive.  [View news story]
    Depends on which aspect one bets on.
    Jun 30 07:54 AM | Likes Like |Link to Comment
  • Initial Jobless Claims: 386K vs. 385K consensus (prior week revised to 392K from 387K). Continuing claims -15K at 3.31M.  [View news story]
    Here is that improvement for you...notice weaker trend this year than last.
    http://bit.ly/KOHlBK

    Yes my gold and silver mine investments are doing well thanks. Equities require QE and Twists to keep afloat. Bailouts, forced low interest rates...yep definite sign of a healthy economy....just keep telling yourself that.
    Jun 28 09:17 AM | 1 Like Like |Link to Comment
  • Initial Jobless Claims: 386K vs. 385K consensus (prior week revised to 392K from 387K). Continuing claims -15K at 3.31M.  [View news story]
    All is well with +300,000 NEW weekly filings for several years now.
    Jun 28 08:47 AM | 2 Likes Like |Link to Comment
  • Spain's borrowing costs again soar as the government auctions €3.08B in short-term bills, which was above its target of €2B-€3B. The Treasury sold €1.6B of 3-month paper at a yield of 2.36%, up from 0.85% in May, while the bid-to-cover ratio fell to 2.6 from 4. Spain also auctioned €1.48B of 6-month bills with a yield of 3.24% vs. 1.74% and a bid-to-cover ratio of 2.8 vs. 4.3.  [View news story]
    No way they an afford those rates. Germany just got stuck with a big bill.
    Jun 26 08:46 AM | Likes Like |Link to Comment
COMMENTS STATS
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3,743 Likes