ATCJeff's Account Talk

OK, I'm in a different boat then some. I was already 100% F today so I can approach this differently then others. I see the USM have stabilized at the current levels. With that said, I'm putting some cash to work. 25% in both the C and S. I'll leave the remainder in the F for another day(50%).

I don't like the I fund right now. To much unknown at the current time. However, the dollar did help alot today. And I see the dollar continue moving down tomorrow. I still think the I fund will lose tomorrow.

Good luck everyone!

Jeff
 
Movingt to the G after today. Keeping to the plan. Today is looking like a possible +FV in the I fund. That would be great! I'm seeing a move down this morning of 100 pts then a rebound. I hope the rebound is after 12PM.

Fingers crossed!
 
Listening to talking heads this morning, it might be time to accelerate our learning curve on trading the bond fund. This could be turning into a G/F fund play for the next month or two.
 
Stick to the plan.....NOT

Changed my mind and will remain 100% I. March is such a great month to be 100% long. I will ride this bucking bull a little longer.

Off to work..gonna be very ugly tonight! Sick Leave Hmmmm?????
 
Moving all to the F today. I tried to play this market a little to cute last week.

I was out for the turn down Tuesday. I was back in on Wednesday for a little relief rally. Then move to the I for Thursday hoping the relief rally would spill over to the OSM. NOT!!!! SO I went from up 4.29% YTS to 2.02% YTD as of Friday. I'll take a hit today, but will be out at COB. Maybe the FV will save me.

In the F and filling better.....
 
Moving all to the F today. I tried to play this market a little to cute last week.

I was out for the turn down Tuesday. I was back in on Wednesday for a little relief rally. Then move to the I for Thursday hoping the relief rally would spill over to the OSM. NOT!!!! SO I went from up 4.29% YTS to 2.02% YTD as of Friday. I'll take a hit today, but will be out at COB. Maybe the FV will save me.

In the F and filling better.....

Decided to stay in the I.
 
What to do?

Friday's jobs report has me scared. I'm thinking we will see an increase in unemployement numbers. Been lots of news about layoffs lately. Think I'll jump into the G for Fridays penny.

Tomorrow I just don't know. I see the market going either way. I don't like bonds at this level. OSM didn't do much last night. Hmmm....

Think I'll play it safe.......
 
Sticking with the plan no matter what! Moved to the G for tomorrow. Will get the penny then look towards next weeks play.

Off to work.

Go Jackets!!!!!!!!!!!:D
 
I see you got tempted back into I for a bounce. :cheesy:

I started the morning in G, then went to I and now, like you, split the difference.
 
Taking a slight risk by moving 50% into the I fund.

My thinking....After today's gain in the F fund, I look for the Bonds to move lower tomorrow. However, I do think we have better then 50/50 chance bonds move higher after the Feds tell us they see the Sub-Prime problems moving to other areas of the housing industry. That should push bonds higher and yields well below 4.5%. But it could go the other way if they ramp up their inflation speak!

USM look to much of a risk after today's slight gain.

My plan is to get out of the I fund tomorrow. If the USM rally after the FED annoucement then I'm in for a FV steal. If the USM stay flat, I should walk away with a wash. If USM fall big (unlikely) I'll be in trouble. However, I do see the dollar continuing today's downward trend tomorrow to the 83.05 area and that would help the I.

A very big reason I'm also willing to jump in the I fund is that I am ahead (4.22%) since I managed to miss both of the Tueday's sell offs.
 
Just made a last minute change. Now 25% G and 75% I.

I like what I see in the USM today. Looking for a follow through on the OSM tonight. Now if I can get the dollar to fall tomorrow to the 80.05 mark.
 
Well the dollar got down to the 83.05 area. It closed yesterday at 83.07. That's one day too early. That could be trouble for the I fund today. Europe is green as we speak, which is good for the I fund. US futures look ok. However, futures can be misleading. Time will tell.
 
Taking a slight risk by moving 50% into the I fund.

My thinking....After today's gain in the F fund, I look for the Bonds to move lower tomorrow. However, I do think we have better then 50/50 chance bonds move higher after the Feds tell us they see the Sub-Prime problems moving to other areas of the housing industry. That should push bonds higher and yields well below 4.5%. But it could go the other way if they ramp up their inflation speak!

USM look to much of a risk after today's slight gain.

My plan is to get out of the I fund tomorrow. If the USM rally after the FED annoucement then I'm in for a FV steal. If the USM stay flat, I should walk away with a wash. If USM fall big (unlikely) I'll be in trouble. However, I do see the dollar continuing today's downward trend tomorrow to the 83.05 area and that would help the I.

A very big reason I'm also willing to jump in the I fund is that I am ahead (4.22%) since I managed to miss both of the Tueday's sell offs.


Well guess I got some of today's action correct. We should see a huge +FV tonight in the I fund. Today's light volume could spell trouble for tomorrow. Tomorrow is a tough call. I think the market could go either way.

Jeff
 
Got my 0.43 FV steal yesterday. Now I sit in the G today and wait for a better entry point. Today should show us were the market is heading. Lots of "experts" are saying the market went too far yesterday. I believe what Tom said in today's comments that shorts had to cover. I also believe there was pent-up demand to buy back into the market. All this together over extended the market. I would expect a modest pullback today.

OSM look great this morning. Dollar is up and I would expect the dollar to continue it's move higher today. Bonds, no clue!
 
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