JTH's Account Talk

In case anyone is interested, over the last three months AGG has not had more then 3 down days in a row. Jim Rogers seems to think there is a Bonds Bubble, as to when it pops is anyone's guess...

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Nothing pointing to a sell this week. You may be glad after tomorrow. Of course that did not stop me from being a Chicken $h!t:laugh:
 
Have you noticed that angle of tumescence - that's liqudity. There ain't no performance anxiety evident.
 
.... a guest on bloomberg this AM said that the first part of a bear market is backed by fundatmentals, the last half is pure panic, just like the first part of a bull market is symetrical to the panic and later followed by fundamentals. He must have been reading tsptalk when Bullitt provided that Templeton quote :)
 
If Dow theory holds and if Dow transports are a leading indicator, this appears to be quite strong resistance to the upside. This might be signaling a correction. But with such massive liquidity, any correction might be short lived. The dip buyers might make the TRAN break out to the upside.
 
Over the past three weeks I've sold SIRI, SLW, and IO. My ROTH IRA is now 100% cash. This doesn't mean I think the market's going to crash, but it does mean I think there are better buying opportunities in front of us. :rolleyes:
 
Seems we are switching gears again, I expect to get stopped out of ZSL today. Alas the 1st hour trading...
 
Tough commodity / metals markets with the dollar trying to figure out if it wants to rally or break through support.
 
Over the past three weeks I've sold SIRI, SLW, and IO. My ROTH IRA is now 100% cash. This doesn't mean I think the market's going to crash, but it does mean I think there are better buying opportunities in front of us. :rolleyes:

But what will give you the signal and confidence to reenter if the dip is minor, as the recent ones have been, yet day by day it is uncertain that the dip is ending? Advisors are all over the place but mostly bullish, Birchtree is waiting for a VIX of 20, Oscar is in love with the bull.....
 
But what will give you the signal and confidence to reenter if the dip is minor, as the recent ones have been, yet day by day it is uncertain that the dip is ending? Advisors are all over the place but mostly bullish, Birchtree is waiting for a VIX of 20, Oscar is in love with the bull.....

It does seem a whole lot of folks on CNBC are getting bullish doesn't it? Truth is, it doesn't much matter to me if we are in a Bull or Bear market, money can be made regardless. On a longer-term outlook, I believe we can only prop up 1-3 Weekend at Bernie's movies at best. In the meantime I'll nibble here and there, but I do hope when we have a 1987 style crash, that I'll be full cash, waiting to buy the remains of the dead...

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Now that's the attitude I like to see - this is the rally everyone loves to hate. Makes my hoofhearted heart feel good. Now if we could just get a jobless claims number below 500,000 come Thursday.
 
Did you selectively forget to post Chrysler's?:toung:
How a about;
Nissan?
Toyota?
Hyundai?
Kia?

I worked the CARS program..very few GMs and Fords were sold..
 
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