Good News?

[luv2read]

Equity strategists with JPMorgan have begun the tricky task of preparing for a recovery in Asia-Pacific markets sometime in the second half. They have advised clients to bet on markets where inflation is trending lower, such as China, Taiwan and Singapore, by switching to the financial and consumer discretionary sectors from the energy and materials sectors.

Oil's $25 decline in the last month has enhanced this view, they said.

"Although the rotation argument does not require lower commodity prices, declining prices add to the story through both lower inflation expectations encouraging the switch into domestic stocks and obviously lower commodity prices forcing investors out of commodity stocks," said Adrian Mowat, emerging Asia equity strategist with JPMorgan, in a note to clients.

http://www.reuters.com/article/marketsNews/idINSP22876920080808?rpc=44&sp=true

"Just as a weaker dollar kept us busy with its a negative effects, it now seems that we have a counter-balance to the negative news flow," said Michael Koehler, equity strategist at German bank LBBW in Stuttgart.

A firmer dollar as well as a weaker oil price have helped the recent recovery, Koehler said.

The pan-European index was on course to finish the week with a near-3 percent gain.

But the I fund continues to lag...as Barclays recoups losses at our expense. Must look out for Barclays investors first, after all! Remember, TSP is not in the business of making a profit - but the fund manager is!:nuts:

 

[Guest2]

L2R, I believe the (I) fund is acting as its suppose to. In a down market,
the high risk (I) fund will produce greater loses. In the last Bull Market it
blew away the US Market. On a YTD basis, the three stock funds are;

(I) = -15.62%
(C)= -12.63%
(S)= -09.12%

(EFA) = -17.06%
(SPX) = -13.78%
(DWCPF) = -10.28%

In my O/D Tracker, if the 2 year long "Deficit" still existed, instead of the
June 28th reversal to the "Overpayment" side, the return would look alot
worse and Barclays Fund Managers would be oweing us during loses.

In short, I don't like the manipulation, FV issue and a whole multitude of
posted information you've provided (greatfully) about Barclays and the
FRTIB, but it is what it is. A down market with extreme complications not
seen since the early 1930's.

 

[luv2read]

Acknowledged. Like you said, we don't have to like it.

 

[Guest2]

Acknowledged. Like you said, we don't have to like it.

No we don't ! AND No we won't !