James48843 Account Talk

This is old, but this was how it used to be done. Maybe James can explain any changes.

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Thanks Tom. You beat me too it. I had some stuff to do this morning and was going to post the link this afternoon. I had to go back and read it. That was a fun thread. Some old-time members in that thread.
 
Well, I’m still seeing a little lower expected next week. Here is the P&F chart for both the S&P 500 and the S fund. (Dwcpf). I’m thinking another 50 points down (S) to 100 points down (C) on both before we get a cycle up.

Even then I’m not sure it will rebound much.
 

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Well bummer.

The chart is looking nice for a quick uptick- but I just tried the “less that 1% 3rd move” and it no longer works. I will have to wait until June 1 and reassess.

Oh well- it’s been a while since I used it, but it clearly doesn’t function like it used to.

I sure wish they let us have that third move. Even if it was just an extra one per quarter- I’d pay an extra $100 to be able to do that. (Sigh)
 
Still not sure what the market is going to do- but it’s a new month, and two fresh moves I can make.
Exercising one today:

Jumping in with :
C= 35%
S=. 35%
I = 30%.

As of the end of the day today. That I is looking a little better to me, because the rest of the world seems to be taking new opportunities to build trade with OTHER nations instead of the USA. 🇺🇸

Meaning the rest of the world I think is more stable than the USA right now.

Good luck.
 
“Last Month’s Best Fund”.

I think I’m going to start tracking that again. I was busy and unable to keep it current a few years ago- but I think now is a good time to throw that back into my strategy considerations.

Nobody else is tracking that right now, correct? I think it’s about to be more accurate.
 
Interesting- now it appears the administration is trying to hide bad forecasts it does not like:


Trump officials delayed farm trade report over deficit forecast​

Source: Politico

06/04/2025 05:55 AM EDT


Trump administration officials delayed and redacted a government forecast because it predicts an increase in the nation’s trade deficit in farm goods later this year, according to two people familiar with the matter. The numbers run counter to President Donald Trump’s messaging that his economic policies, including tariffs, will reduce U.S. trade imbalances.

The politically inconvenient data prompted administration officials to block publication of the written analysis normally attached to the report because they disliked what it said about the deficit. The published report, released Monday but dated May 29, includes numbers that are unchanged from how they would’ve read in the unredacted report, said the people, who were granted anonymity to discuss internal decision-making.

Policymakers, farm groups and commodities traders rely on the closely watched report, which the Agriculture Department issues quarterly, for its analysis of imports and exports of major farm commodities including cotton and livestock. The highly unusual rollout could raise questions about potential political meddling with government reports that have traditionally been trusted for decades.

“Objectivity is really key here and the public depends on it,” said Joe Glauber, a former USDA chief economist. “To lose that trust would be terrible.” A USDA spokesperson blamed the delay on an internal review.

Read more: https://www.politico.com/news/2025/...-farm-product-trade-deficit-forecast-00382549
 
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