350Z's 2007 I Fund Thread

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350z, I have 22 more years of doing this

so once in awhile you have to get hit. Part of doing business. That is why I would love to obtain 12% a year. Historically, the markets pull in 10%. I have 19 years in , 22 to go...lol :)
 
Re: 350Z's I Fund Thread-Feb07

Are you planning to stay in the I fund?

IMHO, the buyers are trying their best to keep this market afloat. If they win again today, the bears sitting on the sideline might give up tomorrow and the rally will continue. But if they fail, it's down, down, and down, we go.

Wow! It's happening again. The bulls are buying the morning dips again, for the third day in a roll, and pushing the market up towards green. How much longer can they keep this up? Sooner or later they will join the bears and take profit. On the other hand, the bears might give up and join the bulls to drive this market up even higher. IMO, anybody that's buying homebuilder stocks or financial stocks that deal with subprime mortgages are asking to get spanked! The bottom is not here yet.

As for the I fund, Japan is due for a sell-off. If the USM ends in the red, look out. But the dollar is due to fall. I have a feeling the sellers will try to take the market down again tomorrow, so it might not be good for the I fund tomorrow.
 
Re: 350Z's I Fund Thread-Feb07

Wow! It's happening again. The bulls are buying the morning dips again, for the third day in a roll, and pushing the market up towards green. How much longer can they keep this up? Sooner or later they will join the bears and take profit. On the other hand, the bears might give up and join the bulls to drive this market up even higher. IMO, anybody that's buying homebuilder stocks or financial stocks that deal with subprime mortgages are asking to get spanked! The bottom is not here yet.

As for the I fund, Japan is due for a sell-off. If the USM ends in the red, look out. But the dollar is due to fall. I have a feeling the sellers will try to take the market down again tomorrow, so it might not be good for the I fund tomorrow.
350, The overseas markets are due for a rally. They are cheap compared to the US markets. The yen is overdone. I thought the I fund would run today,but based on that inflationary number and a down morning, the I Fund retreated. After that 12 deadline, it seems the markets came back from the dead. Europe and Japan should have a nice day next opening day. Japanese bank should lead the way. Amazing the S fund is up yet again .06% thus far. Did you postion yourself for tomorrow in the I ?
 
Re: 350Z's I Fund Thread-Feb07

I wouldn't be getting all goo-goo gaa-gaa yet. Yes it seems to be coming around but the rate hike impact is still a factor.
 
Re: 350Z's I Fund Thread-Feb07

Inflationary numbers = Greater Chance Fed will raise interest rates in the future = dollar strength = dollar index goes up = also negatively impacts OSM = double negative whammy to I-fund = ouch.

I actually expected the opposite, lower CPI. I figured the lower fuel cost these last couple months had helped those numbers.

Mayday, you and I will pay for that mistake today. Oh well, it is a marathon not a sprint, more days ahead.


In 2005, what rate of return did the I Fund yield? And what price level did the Dollar achieve within the Dollar Index?

Oil does not cause price inflation.

Reasses some of your premisis.
 
Re: 350Z's I Fund Thread-Feb07

fed minutes have lots of policy on foreign currency

http://www.federalreserve.gov/fomc/minutes/20070131.htm

Seems much more detailed on econ rpts. Seems they're focussed on how the markets are interpretting the data, and awareness that the market is watching how the FED is interpretting the data. Maybe a buch of mumbo jumbo for "we're watching and reacting to the data and its under control."
 
Re: 350Z's I Fund Thread-Feb07

350, The overseas markets are due for a rally. They are cheap compared to the US markets. The yen is overdone. I thought the I fund would run today,but based on that inflationary number and a down morning, the I Fund retreated. After that 12 deadline, it seems the markets came back from the dead. Europe and Japan should have a nice day next opening day. Japanese bank should lead the way. Amazing the S fund is up yet again .06% thus far. Did you postion yourself for tomorrow in the I ?

No, because the OSM will almost, always follow the USM. IF the USM is down tomorrow morning, the OSM will be down or drop from where they were prior to the USM's open. And as I've said before, Japan is due for profit taking. Yes, the markets sort of came back from the dead, but they've been doing this for three days in a row now. How much longer can they keep this up?
 
Re: 350Z's I Fund Thread-Feb07

In 2005, what rate of return did the I Fund yield? And what price level did the Dollar achieve within the Dollar Index?

Oil does not cause price inflation.

Reasses some of your premisis.

Nah, I'll stick with my short term outlook.

2005 was being influenced by a Fed raising rates. Dollar went up because of Fed raising rates NOT because of oil prices rising. Oil was going through the roof with the oil stocks going gang busters. The oil stocks were a big part of the gain in 2005 in the I-fund. When oil prices come down it feels like you have more in your pocket and thus you spend more. More spending (this last CPI would have had some Christmas effect as well) tends to keep prices lower. I see where you are coming from and perhaps what I'm expecting will show up in the next CPI. Time will tell.
 
350z, they are doing good across the street

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AustraliaASX 100+22.50+0.46%4,832.902/22 10:30am
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AustraliaASX All Ords+27.40+0.46%5,960.702/22 10:30am
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AustraliaASX Mid-cap 50+28.00+0.45%6,208.802/22 10:30am
 
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