NSurf9 Account Talk

[Birchtree]

Money lately has been shifting to the midcap sector and those internals are now above the previous October '07 highs. The small caps will be next to participate and then it's melt up time - no waiting for the lily padders.

 

[Asylum]

The money is looking for another place to go. Real Estate, Stock and Bonds.

maybe stocks?

HP just made a bid on EDS for $13B & is UP 7% in 3 days.

WTF?!

 

[nasa1974]

yeah...doesn't make sense that CSI AND F all post gains. I haven't checked but I think the last time that happened the next day was a huge drop in CSI.

luv2read,

I have attached a spreadsheet I use. Hopefully it will answer your question above. I haven't updated for May. I will attach an updated version tomorrow in my account. Hope this helps. Hard to figure what is going to happen to the market. The camp (mb) is really split on which way the market will go. Historically May hasn't done that bad (another spreadsheet) (can attach that tomorrow also). Just wish we had one more good move just to pull back and then jump onto the gravy train. Oh well, I will more than likely make a minor move into G but keep some in the CSI tomorrow. GL to all. May the force be with us....

 

[Steadygain]

WTF?!

That's what I say !! ???


Especially when F Fund goes up .5% on a day the Markets are up.

 

[nasa1974]

Sorry forgot the spreadsheet. Here it is.

 

[luv2read]

luv2read,

I have attached a spreadsheet I use. Hopefully it will answer your question above. I haven't updated for May. I will attach an updated version tomorrow in my account. Hope this helps. Hard to figure what is going to happen to the market. The camp (mb) is really split on which way the market will go. Historically May hasn't done that bad (another spreadsheet) (can attach that tomorrow also). Just wish we had one more good move just to pull back and then jump onto the gravy train. Oh well, I will more than likely make a minor move into G but keep some in the CSI tomorrow. GL to all. May the force be with us....

NASA,

Thanks for the info, much appreciated! I'm always interested in seeing spreadsheets and trends.

 

[Braveheart]

That's what I say !! ???


Especially when F Fund goes up .5% on a day the Markets are up.

STUNNED !!! F Fund Going to continue up ???????

May 15 (Bloomberg) -- Treasuries rose as Federal Reserve reports showed New York manufacturing unexpectedly contracted and U.S. industrial production fell, diminishing bets the central bank will increase interest rates later this year.
Two-year notes snapped a four-day slide that pushed yields to the highest since January. Treasuries also benefited as the government paid a net $71 billion today from maturing debt and interest on notes and bonds.
``You've got some levels here where people are bargain hunting,'' said Thomas di Galoma, head of U.S. Treasury trading at Jefferies & Co., a brokerage for institutional investors in New York. ``This is probably the time to get back involved in Treasuries.''
The yield on the two-year note fell 9 basis points, or 0.09 percentage point, to 2.42 percent as of 4:52 p.m. in New York, according to BGCantor Market Data. The yield touched 2.594 percent yesterday, the highest since Jan. 14, exceeding the Fed's 2 percent target rate for overnight loans by the most since October 2005. The price of the 2 1/8 percent security due April 2010 rose 5/32, or $1.56 per $1,000 face amount, to 99 14/32.
The benchmark 10-year note yield fell 9 basis points to 3.82 percent, after yesterday touching 3.974 percent, the highest since Jan. 2. The 30-year Treasury bond yield declined 6 basis points to 4.55 percent.
Maturing Debt
Treasuries extended gains in the afternoon as investors reinvested some of a scheduled payment of $74 billion from the government for maturing three-, five- and 10-year Treasuries, and $17.7 billion in interest on outstanding notes and bonds, said Andrew Brenner, co-head of structured products and emerging markets in New York at MF Global Ltd.

 

[luv2read]

maybe stocks?

HP just made a bid on EDS for $13B & is UP 7% in 3 days.

WTF?!

That's been in the news all week! WTF are you surprised about? LOL!

 

[Steadygain]

STUNNED !!! F Fund Going to continue up ???????

May 15 (Bloomberg) -- Treasuries rose as Federal Reserve reports showed New York manufacturing unexpectedly contracted and U.S. industrial production fell, diminishing bets the central bank will increase interest rates later this year.
Two-year notes snapped a four-day slide that pushed yields to the highest since January. Treasuries also benefited as the government paid a net $71 billion today from maturing debt and interest on notes and bonds.
``You've got some levels here where people are bargain hunting,'' said Thomas di Galoma, head of U.S. Treasury trading at Jefferies & Co., a brokerage for institutional investors in New York. ``This is probably the time to get back involved in Treasuries.''
The yield on the two-year note fell 9 basis points, or 0.09 percentage point, to 2.42 percent as of 4:52 p.m. in New York, according to BGCantor Market Data. The yield touched 2.594 percent yesterday, the highest since Jan. 14, exceeding the Fed's 2 percent target rate for overnight loans by the most since October 2005. The price of the 2 1/8 percent security due April 2010 rose 5/32, or $1.56 per $1,000 face amount, to 99 14/32.
The benchmark 10-year note yield fell 9 basis points to 3.82 percent, after yesterday touching 3.974 percent, the highest since Jan. 2. The 30-year Treasury bond yield declined 6 basis points to 4.55 percent.
Maturing Debt
Treasuries extended gains in the afternoon as investors reinvested some of a scheduled payment of $74 billion from the government for maturing three-, five- and 10-year Treasuries, and $17.7 billion in interest on outstanding notes and bonds, said Andrew Brenner, co-head of structured products and emerging markets in New York at MF Global Ltd.

Thanks man - that's pretty powerful stuff; makes sense to me.

 

[luv2read]

STUNNED !!! F Fund Going to continue up ???????

May 15 (Bloomberg) -- Treasuries rose as Federal Reserve reports showed New York manufacturing unexpectedly contracted and U.S. industrial production fell, diminishing bets the central bank will increase interest rates later this year.
Maturing Debt
Treasuries extended gains in the afternoon as investors reinvested some of a scheduled payment of $74 billion from the government for maturing three-, five- and 10-year Treasuries, and $17.7 billion in interest on outstanding notes and bonds, said Andrew Brenner, co-head of structured products and emerging markets in New York at MF Global Ltd.

These things are scheduled, guys, and are independent of media market pumping. Treasuries are still a safe bet in an unsure economy. Those of us with some money in F have had a reason for staying in and saying it's going up this month...

 

[Steadygain]

These things are scheduled, guys, and are independent of media market pumping. Treasuries are still a safe bet in an unsure economy. Those of us with some money in F have had a reason for staying in and saying it's going up this month...

Man, I've got to admit - you're making a good impression.

Great to have ya on board.

 

[Braveheart]

These things are scheduled, guys, and are independent of media market pumping. Treasuries are still a safe bet in an unsure economy. Those of us with some money in F have had a reason for staying in and saying it's going up this month...

I am 100% F Fund & right now the yield is 3.81 on Bloomberg. I may exit tomorrow since I still have my 2 IFT's if I see the yield back to 3.76 before noon. I still don't know what Fund to move to looking at the I Fund if tomorrow starts on a down day. Any suggestions ? THX - Braveheart

 

[Buster]

Man, I've got to admit - you're making a good impression.

Great to have ya on board.

That's what I've been sayin

 

[luv2read]

Gee thanks Buster and Steady!

Buster,

Did you read the article Braveheart posted?

 

[Buster]

Yes I did ..Thanks..Looks like I may keep a toe hold in F..50/50 with C maybe..

Good article Brave..thanks

 

[Buster]

That's what I say !! ???


Especially when F Fund goes up .5% on a day the Markets are up.

Yup..sure went against the grain today..the Wall Street gods must have felt sorry for me since I've been in F for 2 weeks....I'll take it...

 

[Braveheart]

Thanks man - that's pretty powerful stuff; makes sense to me.

No problem i was wondering myself what was going on figured I was going to take a beating especially the past 2 days then this miracle out of the blue hits. The yield is now 3.81 since the close. I believe it was between 3.84 - 3.85 at 3:00 PM so if that holds it would set tomorrow up for a good day now looking to see if it's close to 3.76 or 3.77 I will jump ship to the C,S,I but it all depends on how things shake out before noon. Any suggestions I still have my 2 IFT's

 

[luv2read]

hmmm...perhaps buy programs (stocks) kicked in today. If so, perhaps big drop tomorrow. That's what happened last time - it was a setup.

 

[Braveheart]

Yes I did ..Thanks..Looks like I may keep a toe hold in F..50/50 with C maybe..

Good article Brave..thanks

I just found it looking to see what the deal was. I was thinking back to last week saying to myself I should have jumped at $12.21 and if I did I was going to the C, S and I but made the hold play not the bold play and this week would have been nice to be in the C,S & I

 

[Braveheart]

hmmm...perhaps buy programs (stocks) kicked in today. If so, perhaps big drop tomorrow. That's what happened last time.

Low volume for 2 months basically. People are terrified of this market and the big boys are waiting. This is all timing and luck now with the 2 IFT's. The buy programs are a possibility. With this volume it doesn't take much for a few big players to move this market.