350Z's I fund thread DEC 07

Status
Not open for further replies.
Are you guys bailing out today?

eject.jpg
 
Trying to decide between G or F. TNX is falling this morning and it's making me nervous about the this afternoon.:worried:

This is far fetched but hear me out... What are the odds that the markets react negatively this afternoon, and a HUGE -FV happens ? Barclays has to be looking at all the people expecting a +FV and departing the "I", and then BOOOOM, they slam everyone with an overinflated -FV !:nuts:

The last couple FV's were not what we expected, ever since the announcement of 2 transfers a month, Barclays has either been conservative or crazy ?!?!

Or am I the crazy one ?
 
This is far fetched but hear me out... What are the odds that the markets react negatively this afternoon, and a HUGE -FV happens ? Barclays has to be looking at all the people expecting a +FV and departing the "I", and then BOOOOM, they slam everyone with an overinflated -FV !:nuts:

The last couple FV's were not what we expected, ever since the announcement of 2 transfers a month, Barclays has either been conservative or crazy ?!?!

Or am I the crazy one ?

That's a good point, and I can see it happening if the Feds don't cut and the market is beyond disappointed. But if the Fed just cut .25% FFR and .50% in the discount rate, I don't see a big sell off.

Trying to play for the -FV is too risky IMO. If the Feds disappoints, the selling might continue for a while. That's why I'm getting out today. I'll take what I can get today. If it's a hit, then It will be for just one day.
 
Last edited:
This is far fetched but hear me out... What are the odds that the markets react negatively this afternoon, and a HUGE -FV happens ? Barclays has to be looking at all the people expecting a +FV and departing the "I", and then BOOOOM, they slam everyone with an overinflated -FV !:nuts:

The last couple FV's were not what we expected, ever since the announcement of 2 transfers a month, Barclays has either been conservative or crazy ?!?!

Or am I the crazy one ?

Or maybe crazy like a FOX!! I think the market is getting ready for the 25 announcement...that's already in the market. I bet you its a blood bath after the announcement. Everyone will be adjusting for the long-haul on the market and solidify their position.
BUT, the dollar may not do much after that (fingers crossed)....could save the "I" team. Long reach though!:cool:
 
Down 4 cents.


The EFA is showing down .50% at the moment. That must be scaring some folks.:D

I am a gambler and I have a problem.

50/50 c/s for today to 100% I for tomorrow.

Come on Big -FV... No Whammies No Whammies !!!

(everyone can call me stupid or genius at about 4 p.m. today)
 
I am calling for shawk and awh!.....50 points basis cut by the feds today...I was 50s/50i but following Boxholder in but going 100s by noon today.....the markets are going to surge after 2:15 EST to force Barclay to +FV territory for I fund close of business today.....Goin all in! Good luck everyone.....
 
I am calling for shawk and awh!.....50 points basis cut by the feds today...I was 50s/50i but following Boxholder in but going 100s by noon today.....the markets are going to surge after 2:15 EST to force Barclay to +FV territory for I fund close of business today.....Goin all in! Good luck everyone.....

I call your all in, I am on a flush draw.:o
 
I am a gambler and I have a problem.

50/50 c/s for today to 100% I for tomorrow.

Come on Big -FV... No Whammies No Whammies !!!

(everyone can call me stupid or genius at about 4 p.m. today)

I truly wish you good luck.


For tomorrow that is...:D
 
350Z...the last time we had the rate cut the Fed said in there press release they were done cutting if I remeber correctly and the next day the market tanked cause the market didnt like what it heard....this time I hope they dont make that mistake and at least leave it open....I am ready for the end of year rally and hope this is the catalyst......50 points and boom goes the dynamite!
 
350Z...the last time we had the rate cut the Fed said in there press release they were done cutting if I remeber correctly and the next day the market tanked cause the market didnt like what it heard....this time I hope they dont make that mistake and at least leave it open....I am ready for the end of year rally and hope this is the catalyst......50 points and boom goes the dynamite!

They didn't actually say they were done cutting. They just sort of went neutral in their statement, which usually doesn't mean anything.

What I find interesting is all the bad news that is being thrown out in front of the Fed.
 
OK, how's about we play a game before the big announcement (since I spent the last FOMC day visiting the men's room last time -- bad Posole experience):

You have 3 days this week to: buy, hold(stay with the previous day's allocation) and sell... what do you do? what do you do?

I'm in today and 50G and 50F for Wed.: (sell)
Thursday I stay (hold)
Friday I buy back mixed between C and S (60/40 or some semblance thereof).

What do YOU do ???(the TSP Board has a gun pointed at your head forcing you to "hit the button" each morning before noon :laugh:)

... sorry 350 If you like, I can find another thread...
 
Last edited:
Fed cuts anything less than .25 FFR/.50 discount and doesn't provide future hints on additional cuts we sell off.

Anything above those three things, we melt upwards (if we get .75 discount cut... Birchtree is gonna blow a wad). The last time we had the .25 cut on 10/31 we had suprisingly low volume on 10/31 through the close with a sell off in the last 20 minutes, hinting at the real market reaction. Volume and momentum in that last half hour should give directional hints for tomorrow's IFT... I hope.

GL, hope we all get some crazy bananas today. Gotta get the third paragraph ASAP!!!!!!!!
 
Status
Not open for further replies.
Back
Top