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Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: zzpat who wrote (5284)12/14/2017 11:50:47 AM
From: robert b furman  Read Replies (2) | Respond to of 27124
 
So with GDP growing - looks like bank loans about to go nuts - just in time for rates to go up along with bank profits.

Buy the local and regional banks!

Bob



To: zzpat who wrote (5284)12/14/2017 11:56:42 AM
From: Kirk ©  Read Replies (2) | Respond to of 27124
 
Loans seem to be a lagging indicator .... people borrow to invest when things are good then cut spending when times are bad then wait for signs of a turn to start borrowing again.

Have you tried overlaying that chart with ECRI's WLI and WLI growth?


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