350zCommtech's Account Talk

Well, it's actually heartening to me that it appears the financial system is not going to get away with claiming Caveat Empor when they sold something not as advertised and whose seal of approval was made of brass.
not true..we have rebates and the govt wont let these companys fall...u have it all wrong...we will get whatever rebates and bail outs needed .....our fed and congress will assure us of that ...its time to be 100% long equities...as kudlow said on cnbc tonoght ...another 1000 pts up on the dow like a rocket ship...be long be strong...sit tight...be right.:nuts:
 
not true..we have rebates and the govt wont let these companys fall...u have it all wrong...we will get whatever rebates and bail outs needed .....our fed and congress will assure us of that ...its time to be 100% long equities...as kudlow said on cnbc tonoght ...another 1000 pts up on the dow like a rocket ship...be long be strong...sit tight...be right.:nuts:


Do you realize that kudlow has not changed his view since Day 1. It is what his show is all about. Everything is Wonderful, Beautiful, The Bull, The Bull, The Bull, lives on. Come On. Get for real. :blink:
 
Do you realize that kudlow has not changed his view since Day 1. It is what his show is all about. Everything is Wonderful, Beautiful, The Bull, The Bull, The Bull, lives on. Come On. Get for real. :blink:

Agree with your assessment of his "goldilocks" mentality, except that he was pleading for the Fed to cut rates when the markets tumbled. If the bull was alive and well, Kudlow never explained why these cuts were necessary.
 
Hi 350z,
I read this, and thought of you:
Friday, February 01, 2008
Closing hour:
Bulls kick the door open again. Overnight lows were never even threatened.
Note BRCM up 6%, the day after Cramer said to sell it. That man is truly a plague. He did the same thing to INTC in 2006 when it was at 18. I like the losers of 2007 and if BRCM closes above 23.20, it will be its first close above the 20 dma since early December. Earnings were great, as was guidance. A winner for 2008, in my opinion. It's a very volatile stock, so not for the faint of heart. http://aheadofthenews.com/
-(I thought of you, as hoping, you'ld get a chuckle from what they said.) ;)

Wanted to say thanks for your posts re: bond insurers! I heard about it here first - from you!
Mucho gracias, amigo!
Please do continue to keep us up on this subject - as I agree & see it as our biggest issue - and still looming. For now its being largely "brushed aside (hence the semi-rally). Many folks seem to be counting on solution on this "from somewhere," but I think soon, that more pain is ahead, until they finally come to terms that these SIVs are simply hoodoo-voodoo, (and those insurers) cease this BS. :sick:
I really want to stay on top of this - any suggestions how I can do this myself? I want to be vigilent on this!
Its this more than anything requiring us to be nimble in our allocations!:cool:
Thanks for posting on this!
VR
 
not true..we have rebates and the govt wont let these companys fall...u have it all wrong...we will get whatever rebates and bail outs needed .....our fed and congress will assure us of that ...its time to be 100% long equities...as kudlow said on cnbc tonoght ...another 1000 pts up on the dow like a rocket ship...be long be strong...sit tight...be right.:nuts:


Damn, you and Birch from the same mold. Guess you can count me in your group as well. I've been 100% I since Christmas. As of yesterday, my losses have been cut in half, including contributions.
 
Do you realize that kudlow has not changed his view since Day 1. It is what his show is all about. Everything is Wonderful, Beautiful, The Bull, The Bull, The Bull, lives on. Come On. Get for real. :blink:


Poolman,

It’s always the same old Bull-crap from Kudlow. However, I do enjoy some of his political guests from time-to-time.


Birchtree was on last year giving some market thoughts. I thought he was much older, but looked very young. It must be his ability to handle life that keeps him looking so young.
He is one of the coolest buy-and-hold investor I have ever blogged with and I might add I do enjoy exchanging comments with him on his Bullish thread.

Wait a minute, I think I'm getting Dennis confused with Art Laffer. Sorry Dennis!

Anyway, while Kudlow was telling folks to buy stocks, Henry was shorting the DOW.

Signal Date: October 4, 2007 50% Short at 13,956, and on January 9, 2008 he covered his 50% short position in our DJIA Timing System at a DJIA print of 12,630, giving him a gain of 1,326 points, he also went 50% long at the same price.

http://www.safehaven.com/article-9374.htm


My point is during this entire time Kudlow was telling investors to buy.

Bottom Line: PermaBulls and PermaBears are to be avoided if you’re a Market Timer or Trader.

Take Care!


A permabull is a financial pundit who is always bullish on the market.

Lawrence Kudlow is such a permabull. He never changes his stance on the market or economy.


http://www.urbandictionary.com/define.php?term=Permabull
 
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Poolman,

It’s always the same old Bull-crap from Kudlow. However, I do enjoy some of his political guests from time-to-time.


Birchtree was on last year giving some market thoughts. I thought he was much older, but looked very young. It must be his ability to handle life that keeps him looking so young.
He is one of the coolest buy-and-hold investor I have ever blogged with and I might add I do enjoy exchanging comments with him on his Bullish thread.

Wait a minute, I think I'm getting Dennis confused with Art Laffer. Sorry Dennis!

Anyway, while Kudlow was telling folks to buy stocks, Henry was shorting the DOW.

Signal Date: October 4, 2007 50% Short at 13,956, and on January 9, 2008 he covered his 50% short position in our DJIA Timing System at a DJIA print of 12,630, giving him a gain of 1,326 points, he also went 50% long at the same price.

http://www.safehaven.com/article-9374.htm


My point is during this entire time Kudlow was telling investors to buy.

Bottom Line: PermaBulls and PermaBears are to be avoided if you’re a Market Timer or Trader.

Take Care!


A permabull is a financial pundit who is always bullish on the market.

Lawrence Kudlow is such a permabull. He never changes his stance on the market or economy.


http://www.urbandictionary.com/define.php?term=Permabull


iagree.gif
with everything you just said, and you said it very well.

My Father was like Birthtree always getting dividend's in the mail. I admit I don't understand everything and don't try to pretend I am Better than Birthtree. I know Better. He is one of the wisest men on the MB. Now my mother follows everything my Dad taught her. I don't agree with it all, but I do respect it.

I'll be honest my mother gave me and wife and child in a increment of 4 check's a total of $10,000 this year. Of course the checks kept coming as long as I was helping her in many way's. I installed 4 LCD HD television's in her pad and got rid of the Big Bulky Analog set's. Also replaced her thermostat with a nice digital Honeywell. :D
 
Yep got mine the other day, framed it and hung it on the wall. A reminder of how broken our government is, guess I'm part of it myself!


Now I feel better, finally got my letter. Feels nice belonging to the 3000
bad frequent traders.



 
Hey TSP Abusers ( The 3,000 )....... I have shifted by focus to writing my senators and quoting the TSP Board's own facts - { 88% of the 2007 Costs of IFT's were attributed to "I" fund trades.... this TSP isn't broken..it's the"I" Fund that is weighing it down...I suggest they just deal with this problem and leave the 3,000 to trade in and out of the G, F, C and S funds without penalty or IFT fees... and immediately make a two day window for trades in and out of the "I" fund to offset the time variances.. MIke in NH
 
350z, I understand you need a break from posting estimates, but I would still like to here your opinions on the market and what your doing and why. Your opinion is greatly appreciated. Thanks....:D
 
I'm not so sure that the fund managers at Barclay's might be making a bit of money off this deal with the TSP managers. They are crying because they want that money to stay put. Sounds like something sneaky going on to me. I wonder just what kind of deals were actually made to satisfy Barclays.:D
 
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Looks like the Nasdaq composite gave the market support this morning at the 20dma. A close below that could be bad. Furthur upside is limited IMO. There is just too much overhead resistance.

I'm staying in F fund.

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