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I mentioned to Show-me awhile back that inflation was not a problem. It does cost more to eat and fill up the truck - but that's every day life. Core CPI has fallen to the lowest year over year level in 12 months, lending further support to the U.S. Fed's case that slower growth will bring elevated core inflation back in line with price stability without resorting to higher rates. The core PCE is released again later this month and will probably fall into the Fed's comfort band under 2%. Rock on!!
 
This has been one of those times when being away from a computer has helped me. I might have jumped back into the market several times this week if I'd have been checking up to the noon deadline. Instead, at the end of Monday and Tuesday (no access till evenings) I saw nothing to make me go through the effort of doing an IFT. I'm glad I didn't.

Looking at the chart for today, I'm not going to jump back in right now either. I may have to make a special effort to get to a computer tommorrow before the deadline.
 
Went back into the market with a diverse allocation. Basically I'm not completely sold on the idea of a solid bounce from here. So being cautious I went diverse allocation 34C, 33s, 33I.

I usually lean away from being in the market over a wekend if given the choice so I'm positive enough to get back into the market.

Maybe I should have been traveling one more day... :) ... time will tell.

(The charts are a little hazy but you could say we are approaching a short term bottom. - why I moved in)
 
Keeping my diverse allocation. I considered moving more into the I-fund but decided against it. The dollar still in an uptrend so I'll be cautious.
 
Still riding but I'm beginning to get saddle sore. CS and I to an extent are all at the bottom of what looks like a trading range. I'll stick with stocks until it goes outside the trading range. There is very little room to the downside available. This is a very risky position to be in the market. i'm sticking with stocks for the time being.

Besides.... no solar storms for a week now.... ;)
 
Moved my money that was in the I-fund to the C&S with heavier weight in C.

S&P has more room to gain back what was lost to achieve previous high. Both S&C have more than I-fund. I consider both of those less risky than the I-fund so I moved out of I-fund into C&S to both lower risk and increase gain if we move back to previous highs.

I still think the I-fund in going to be hampered by an increasing trend in the dollar.
 
FundSurfer said:
Moved my money that was in the I-fund to the C&S with heavier weight in C.

S&P has more room to gain back what was lost to achieve previous high. Both S&C have more than I-fund. I consider both of those less risky than the I-fund so I moved out of I-fund into C&S to both lower risk and increase gain if we move back to previous highs.

I still think the I-fund in going to be hampered by an increasing trend in the dollar.
Click to expand...
welcome on board C&S railroad:D hold on tight & G L
 
I've decided against jumping on the I-fund train for tommorrow. I think we could get a +FV today combined with a rebound in the US Dollar (negative for the I-fund) could lead to dampening of any gains in the I-fund. I think I-fund will be positive but I like the C&S better for tommorrow. From a chart perspective, I still like C better than S and the falling dollar helps the C-fund as well although I think the effect is lagged.
 
FundSurfer said:
I've decided against jumping on the I-fund train for tommorrow. I think we could get a +FV today combined with a rebound in the US Dollar (negative for the I-fund) could lead to dampening of any gains in the I-fund. I think I-fund will be positive but I like the C&S better for tommorrow. From a chart perspective, I still like C better than S and the falling dollar helps the C-fund as well although I think the effect is lagged.
Click to expand...

US Markets close early tomorrow, fwiw.
 
The NYSE trading floor will close at 1:00 p.m. on July 3, 2007, in advance of the Independence Day holiday.

Crossing Session I order entry will begin at 1:15 p.m. with order executions at 1:30, and Crossing Sessions II, III and IV orders will be accepted beginning at 1:00 p.m. for continuous executions until 1:30 p.m. on these dates
 
I moved to 100% C-fund. The c-fund seems to have some room for growth compared to S-fund. I'm staying away from I-fund because I think the dollar may rebound. I think the foriegn bank rate hikes have already been priced in and there may be a sell the news type reaction when the actual rates are raised. This might lead to dollar bounce... any way you slice it the dollar is due a bounce. The c-fund is also a little safer than S&I, considering the fourth of July would be a great day to make a statement against the US, I'll sleep a little better.

Have a great, safe, 4th!
 
I moved to 100%G because we are at top of channel for C, above for S, and I'm still of the opinion that dollar is headed up from here so I'm avoiding I for now. The markets were showing weakness this morning so I decided to sit on the sidelines for tommorrow.
 
I don't see anything that makes me want to jump into todays market. I'll stay on the sideline.

I have noticed increased solar flare activity. I monitor solar activity as a curiosity. I have noticed in the past year that significant solar activity has preceded declines. (robo and I have discussed this in the past and he had a very good post on the issue.) This solar activity isn't a solar storm level but I'll be curious to see if the level builds.
 
I think there is more downside on the way. I don't expect anything from Berny that is going to cause the market to jump. He could mention housing woes and need for continued villigence against inflation. Considering how much the dollar is dropping I'd expect him to sound hawkish. This will get speculators think of possible interest rate hike and begin buying dollars which will raise the dollar. This is what Berny wants and he can probably get some movement without actually raising rates but rather just sounding like he is. I think Berny and the Fed have figured out how to move things in the direction they want them to go partially by what they say. Words are cheap. The dollar is heading into the territory where earlier this year the Fed began talking inflation and possible interest rate hikes. Don't be surprised if you hear it again.

I'm looking for over a 1% drop before a bounce. Could go as deep as 2.5% from yesterday's highs.

F-fund is looking enticing. I'm thinking about moving some money into F. The problem is that if Berny does come out hawkish that might push Bond lower. F-fund is getting a little over due bounce. I don't like the F-fund so will naturally lean away from using it. I may not decide till just before deadline.
 
i hadn't seen where you updated your leader tally sheet this week did i miss it. i update my chart leaders from your chart

md
 
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