Birchtree's Account Talk

I own CLF and three or four steel companies and I DCA them as often as practical.

It looks like mom and pop are trying to get through the door - stand aside because here we go. They are finally smart enough to recognize the risk of getting left behind once more.
 
The small caps feel like a potential shock and awe are on the horizon at any moment. The lack of obvious euphoria from amoeba may actually extend the bull market's life.

"Once liberal regs relax, companies will start CapEX and acquisitions. Then the market is a moon short as we lay the foundation for over expansion. You want to be long that wild ride."

Ride the secular bull market four more years, says Ed Yardeni - The Tell - MarketWatch
 
I'm sure that some every now and then may ask the question of why is Birchtree so mega bullish - well it's because the structural bear market of the last 13 years has now become a structural bull market that may roll on for several decades - a purrfect environment to make serious money. Looking at 52 week breadth shows no warning signs of a major top forming and suggests the bulls remain in charge. I'll wait until hell freezes over until I get my 4 days of triple digit gains. The ability to be contrarian is what separates me from the herd and I like it that way. The more rabble that hate this market the better.
 
The small caps feel like a potential shock and awe are on the horizon at any moment. The lack of obvious euphoria from amoeba may actually extend the bull market's life.

"Once liberal regs relax, companies will start CapEX and acquisitions. Then the market is a moon short as we lay the foundation for over expansion. You want to be long that wild ride."

Ride the secular bull market four more years, says Ed Yardeni - The Tell - MarketWatch
So Birch, I can eat crow. Are you saying that the S fund is likely to do poorly in the upcoming months compared to the C and I fund? The I fund is what you are mainly in, and I think it could take off and do well in the next few months, heck, the next 6 months... But the S Fund has done the best of the three this year. The C fund is doing very well too now. You say you are contrarian and will go with the I fund, some C, indefinitely. All this while you've said your wife is mostly in the S fund. Sounds like you've got most of your bases covered which is what most of us are doing if we (somewhat evenly) diversify among the three funds. I am C 30%, S 50%, I 20% today after being more evenly distributed C, S, I for the last few months (forget my tracker, I'll maintain it better next year). Anyway, I hope the I Fund catches fire in the next few months because it's due. If it does I'll make a change in December. Between you going I fund, your wife (and mine) going S fund, and the rest of us with >20% gains this year sitting somewhat evenly distributed in the equities funds, I think we're all doing pretty darn good. What we all would do best to agree on is that we will keep making money in the market if we stay in these funds, and only these funds. I've recently predicted that the S&P will hit 1850 by the end of the year. You predict higher and it very well may hit 1900 or more. Today was a good day in the market my friends. Birch, thanks for leading the way.
 
The small caps feel like a potential shock and awe are on the horizon at any moment. The lack of obvious euphoria from amoeba may actually extend the bull market's life.

"Once liberal regs relax, companies will start CapEX and acquisitions. Then the market is a moon short as we lay the foundation for over expansion. You want to be long that wild ride."

Ride the secular bull market four more years, says Ed Yardeni - The Tell - MarketWatch
I agree its going to be a moon shot, a rocket to S&P 1850 or even 1900 by the end of Dec. Then when Yellen gets her feet wet, 2014 will see another 25% boom. Everybody into the pool.
 
Like us.....You guys feel like family to me. Interesting how we've never been face to face and I owe you guys.
 
Like us.....You guys feel like family to me. Interesting how we've never been face to face and I owe you guys.
Yeah. We're like the Kardashians, with a little less money but a lot more testosterone, and charts. There's a few women chiming in every now and then. It's all good.
 
If guys like Ralph Acampora, Stan Weinstein, Ed Yardeni, Laszlo Biriyini and our own RMI are correct this bull is just getting warmed up and will continue to stampede higher.
 
Just got first tap on the higher highs line. Have your train warming up. Are you going to get it going or what.:)
 
Bull markets do one thing, and one thing only, they resolve to new bull market highs. Will tomorrow see Dow above 16,000 and SPX above 1800. Stay fully invested.
 
Just got first tap on the higher highs line. Have your train warming up. Are you going to get it going or what.:)
I don't know Birch. I may have to Birchchart this from a train scenario to a rocket launch. If we do break above the ladder I could see it. In reality I would prefer a little sideways movement to build strength.:)
 
Back
Top