12%ayear's Account Talk

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Good job today. You and ebbnflow have been picking the market well during the last 2 months. I may put 50% towards your moves, and 50% towards his. Of course, when I start doing so, you will both be cursed and your accounts will go down the crapper.

Should be interesting tomorrow as you and ebbnflow have opposing picks.
 
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Motorola lowers outlook. . Inventory problems are brewing in many sectors. Earnings will not be as bright as before. This tells me that the markets will need a interest cut. This sounds postive at first, but it is not. Why? because the stock market will say Recession. Like I sad this morning FedEx was a tellingtale with the shipping. Less shipping, less spending,less profits. Next week the markets will digest today and spin it to a different tune. I am going to be careful and protect profits. But as of tonight Asian and Europe should be good and a weaker dollar.
 
12%ayear said:
I sad this morning FedEx was a tellingtale with the shipping. Less shipping, less spending,less profits. Next week the markets will digest today and spin it to a different tune. I am going to be careful and protect profits. But as of tonight Asian and Europe should be good and a weaker dollar.
Click to expand...

Does anyone have access to the report that shows the amount of tonnage hauled by the Trucking Industry (monthly or quarterly)? It is a good indicator of the economy.

Carey
 
Recession Talk If You Ask Me

http://biz.yahoo.com/ap/070322/fed_interest_rates.html?.v=4 Time to be careful in the markets. Although the markets rallied , this will not last IMO. A interest rate cut is not a good sign under these conditions unless when Greenspan did it. Real Estate Markets are in trouble and will get worse. Fed is not saying that,just being careful not to spook the markets. Watch next week, IMO a sell-off on digestive news.
 
dieselscout80 said:
Does anyone have access to the report that shows the amount of tonnage hauled by the Trucking Industry (monthly or quarterly)? It is a good indicator of the economy.

Carey
Click to expand...

This came out on Tuesday, Feb. 27, 2007

tonnage022607.jpg


http://www.truckline.com/NR/exeres/4A0B0CCB-895A-47D3-93EE-9FB4349989D7.htm

http://www.truckline.com/index

This is all I could find.

Jeff
 
Slow day today after that nice rally. I am still debating my next move,as of yesterday close +9.31% for year need 2.69%. Next week scares me a tad based on yesterdays rally. When the Fed is talking dovish in a slow Real Estate period it means something(Recession)and with oil going back into the 60s that inflationary. Taking it day by day. Good Luck and I hope everyone is making money.
 
Scary times ahead

KB Home profits plummet 84 percent

No. 5 homebuilder hit by steep decline in U.S. housing market, CEO warns of more woes.
whip2.gif
 
12%, with new home sales and existing home sales econ rpts due out tomorrow and monday, are you seeing these as market moving? If so, in what direction?
 
I went 100% F Fund for Friday. Several reasons, Mar 23 .... 10:00 AM....Existing Home Sales...If home sales are really off, this might spook the market. Why? it is confirming a inventory problem(slowing economy). Worries about the subprime mortgage market can resurface again on that news. I think bonds are safer now, with the Fed acting more dovish. However;how many times can I go to the well? I want to protect my profits and wait on the sidelines. No rush to chase at this pivotal stage. Markets can easily tank on all these worries. :)
 
The F Fund should go well tomorrow based on the housing numbers at 10. Nice little drop today for a rebound Friday.
 
Warning Season Has Begun

This will tell us that spending has been cutback. Thus far, Motorola,FedEX and many builders. I will wait . Market looks risky at this stage. So be careful out there. :)
 
I want to be in the market but just 20% Monday. So, I went in the L funds to reduce risk. Just 20%. Next week I feel will be a bad week based on what i wrote in previous posts. GL
 
You and ebb both playing conservative means I'm out of the market. I would have been out anyway due to awaiting my elusive phase 3 of the correction.

One thing I noticed is that the L funds are not on the tracker, since they are just a combination of the other funds anyways. You might want to do EWGuy a favor and calculate how much is actually in the G, F, C, S, I, so that it is easier to track.
 
Ditto, spreading across the L-funds is sorta like picking the one in the middle anyway. They beat that into my head early on.
 
I was thinking similar thoughts.

Also, my understanding is fees for running the accounts are reflected in the account's prices. Are there higher fees associated with the L fund accounts? And, if so, would it actually be better to place the money yourself? Just asking. Not saying that is the case. Any more knowledgable folks out there that know if the L funds charge higher fees for operation of the accounts?
 
Aspiration said:
I was thinking similar thoughts.

Are there higher fees associated with the L fund accounts? And, if so, would it actually be better to place the money yourself?
Click to expand...

Per the TSP web site: The Administrative Expense Ratio is "... based on administrative expenses of the G, F, C, S, and I Funds in proportion to their allocations in the L Funds." Therefore, the L Funds are no more expensive than doing the same allocation yourself. ​
 
12%ayear said:
I want to be in the market but just 20% Monday. So, I went in the L funds to reduce risk. Just 20%. Next week I feel will be a bad week based on what i wrote in previous posts. GL
Click to expand...
12% please check your PM's on this subject. We need to provide EWGuy all of the percentages for your IFT today. I sent you instructions via the PM.
Thanks
Norman
 
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