XJO - Bear Posts only (Factors which might cause the markets to fall), page-14496

Mike Green is very sharp:

He discusses a range of things including:

• how changes in the jobs report birth death model in the US exaggerate the creation estimate for small businesses (threshold to report dropped from $20k to $600, simpler form and report - more compliance). And how in another survey fed into data compliance has dropped from 7o% to 30% and how the BLS assumes all those who don't report anymore behave the same as those who do - quite inaccurate.