Birchtree's Account Talk

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The Fed is trying to be transparent and is walking back their interest rate scenario - I learned many years ago to not listen to what they say but rather watch what they do. The Fed really has no friends and they will stab you without conscience. Trying to "see" very meaningful change prior to that change becoming a mainstream perception is something almost akin to the Holy Grail in investment management. A growth to cyclical rotation occurs in the latter half of most bull markets, as an interest rate driven bull transitions to an earnings driven bull. I'm staying full speed ahead - no looking back. Both Europe and Japan are still pumping QE. The best value right now is the hated I fund.
 
"European Central Bank officials sent strong signals Tuesday that they are willing to consider dramatic steps to guard against dangerously low inflation, suggesting the bank is prepared to take more aggressive actions that some other central banks have tried while it has resisted." Only another reason to hold strong on the I fund.
 
Here comes another weak day for small caps - after 15 years of outperformance it's really about time. It would seem that a lot of S funders are getting trapped. I own a lot of small caps in my oceanic account so lower pricing is purrfect for dividend reinvestments. The I fund might be getting ready to make my ears bleed with great upward performance with the ECB and BOJ pumping out even more QE.
 
C'mon now guys push a little harder and bring those S funders to tears - then we can start the next leg higher. I'll be ready to acquire more C (Citigroup) tomorrow - no need to rush.
 
I noticed my SIG (Signet Jewelers) is up +6.74 to $104.82 today - that can onky mean one thing. Mr. Burrocrat is out spending money on the girls for Easter.
 
Well it was not one of my worst weekly tallies for my oceanic account: -$48K, +$14K, -$85K, 0, +$45K for a give back of -$74K. I'm currently holding March for a -$19K loss, but that might be made up if I have any gains come Monday. April portends to be a much better month wishing me gains of +$300K - yes it can easily be done. April potentially can open those margin clouds for me and I'll be off to the races.
 
Birchtree said:
"...cycles through the 60 year cycle will also be cascading into their final bottom around late September/early October." These cycles are what the Fed will be fighting.

A Preview of the Next Global Crisis | Clif Droke | Safehaven.com
Click to expand...

Ummm... the Fed already has interest rates near zero. How much lower can they go? Not much. They're running out of magic bullets.

Oh yeah, I forget... they can turn on the pumps to flood the markets with billions and trillions of fake dollars. That won't be a problem in the long run, will it?
 
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