Counting on a Bush Fire

[GTO1970]

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I'm going back in to 100% stocks for Friday although both investment service conflict each other 180 degrees and my system tells me to only go 50%

but reading all the bad news reports for 2005 I want to climb up that wall of worry

allocation 32C 50S & 28 C

GTO:end:

 

[tsptalk]

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GTO1970 wrote:

allocation 32C 50S & 28 C

LOL. You just corrected my fund allocation typo and there you go.

Looks like you are getting pretty aggressive (I assume that 2nd C is actually the I fund). I forget where you had been invested GTO. Have you been idle or trading without us?

 

[GTO1970]

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tsptalk wrote:

GTO1970 wrote:

allocation 32C 50S & 28 C

LOL. You just corrected my fund allocation typo and there you go.

Looks like you are getting pretty aggressive (I assume that 2nd C is actually the I fund). I forget where you had been invested GTO. Have you been idle or trading without us?

:shock:Opps! Just checking to see if you was paying attention Tom,

32C 50S & 28I

the past month split up between F,C,S,&I pulled 100% out to G and data for SEPT

Have a Good Day

GTO:u

 

[Guest]

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GTO1970 wrote:

tsptalk wrote:

GTO1970 wrote:

allocation 32C 50S & 28 C

LOL. You just corrected my fund allocation typo and there you go.

Looks like you are getting pretty aggressive (I assume that 2nd C is actually the I fund). I forget where you had been invested GTO. Have you been idle or trading without us?

:shock:Opps! Just checking to see if you was paying attention Tom,

32C 50S & 28I

the past month split up between F,C,S,&I pulled 100% out to G and data for SEPT

Have a Good Day

GTO:u

Wow GTO, 110%? That's pretty aggressive!!!! :shock:

 

[TheProphet]

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The 25 years compressed in one year chart shows the C Fund performs better than the S Funds for the month of October...

 

[Pete1]

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I think it was more like Bush was caught in a fire rather than starting one butthe market does not seem to mind this AM. Only the spin doctors aka Ginzberg and Hughes are claimingthat Bushwon the debate.

 

[tsptalk]

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Pete1 wrote:

I think it was more like Bush was caught in a fire rather than starting one butthe market does not seem to mind this AM. Only the spin doctors aka Ginzberg and Hughes are claimingthat Bushwon the debate.

Like I said, the market was looking for any excuse to go up. This one was, "Hey, Bush almost won!" Or "Woohoo!Bush came insecond!"

 

[Mike]

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Bush's people think he won. Kerry's think he won. Undecideds - if there are any - probably thought Kerry won on style while Bush won on substance.

In other words, it was a draw. Neither one said anything new last night. Of course, the media will play this up as a Kerry win in order to give him some traction and try to tighten the race (most members of the media are democrats, after all). In the grand scheme of things though, I really don't see much changing - until the next debate. If we continue to get these stalemates, Bush will be re-elected, probably by 5 points / 50 electoral votes.

What to watch out for: the last minute pre-election mud-slinging. In 2000, they came out with the 20+ year old DWI story. This time around, we may see something that isn't even legitimate (read: 60 minutes national guard "documents").

I really don't know why the market fears a democrat in the white house - the last time we had divided gov't, it did pretty well.

 

[TheProphet]

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Pete,

Without enter in political debate...

I respect you opinion...

In my opion...

Bush WONin substance and Kerry WON in Style

Kerry

Strength: Why we had not got Bin Laden yet and why we rely on Pakistan to do so?

Strength: Good articulation (Style)



Weakness: Will not go to war unless it pass a "Global Test".

Weakness: Call for international summit and askhelp for a war He think is wrong.



Bush:



Strength: Will not ask for permission to go to war and defend American People.

Strength: Empower the people of Iraqi to self govern themselves and be a model.



Weakness: Did not answer why Hedid not got Bin Laden when He could.

Weakness: Poor articulation. (Style)



Bottomline the market is doing GREAT what it suppose to do in the first few days of

October... Profit from it...



Have a Great Weekend...



Leon

 

[Mike]

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Green up arrows across the board... yowza! :shock:

 

[TheProphet]

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At this point which Funds will perform better of the others and WHY ismy question now...

I invite for Brainstorming ideas... ;-)

Let's co-reflect on the topic... is you like...

My only contributions is that C Fund historicaly had performed better that the S Fund

on the 25 years compressed 1 year chart.... and big caps usually perfomed better

during interest rate rise period but I seem the S Fund outperform the S...

Also the I Fund had outperfomed C and S... but perhaps the oil is about to come

down... and the dollar to go bullish... and the I Fund may not be the best place...

What do you think ?

Leon

 

[tsptalk]

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Mike wrote:

I really don't know why the market fears a democrat in the white house - the last time we had divided gov't, it did pretty well.

It is the fear of rising corporate taxes.

 

[Mike]

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Tom, they won't get higher corporate taxes with a Republican majority in Congress, though - which is why the fear makes little to no sense to me.

The market really took off today... all three stock funds shot up 18 to 20 cents per share. :shock:

 

[Pete1]

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The market has donebetter historicallywith a democrat as presidentbut realistically,I do not see it as thathuge either way. Presidents get way too much credit or blame for the economy IMO. Read "Stocks for the Long Run" byJeremy Siegal for an excellent summary of the historic market returns of democratic presidents verses republican presidents. The myth of better returns with republicans in office isdebunked by professor Siegal. We are not talking about a huge edge but an edge nonetheless. Our current president has not helped the republican cause in this regard. He did not help himself last night.

 

[tsptalk]

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No, it doesn't seem to make much difference during the presidency.It just seems to effect the market before the election. I remember the same deal in 2000.

 

[Pete1]

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Per Gallup -53% Kerry is the winner, 37% Bush is the winner.

 

[Mike]

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Is it true that the market "V"s when a democrat wins the presidency (i.e. drops at the time of election and then climbs in a strong rally later on)?

If that is true, then we should all go into the G fund if it looks like Kerry will win - and then simply wait for the bottom.