Sensei's account talk

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Re: Ridiculous costs of healthcare

We're down harder than I expected today. Makes me wish I went 100% G. Even with only 40% exposure, I'm going to be losing some coin today.

Am looking at bearishness of most posts, November seasonality, and hard selling in 3 of the last 4 days - and would expect a bounce soon. I'll let my 40% catch it, and maybe follow all in the next day. We'll have to wait and see though.
 
Re: Ridiculous costs of healthcare

Going back in, despite the fact that I'm seeing Europe lose what was at one point a 1% gain in most indices today. I'm rolling the dice on seasonality and bearishness. Looking to crawl back to safety after a couple days.

C - 25%
S - 65%
I - 10%
 
Re: Sensei's Account Talk

with you both i moved 100 S yesterday before the deadline... not sure if it will make it back until mid december the way all the talk on lower then expected GDP and spending stuff out there. oh well$%#@
 
Thanks, all, for your posts. Misery loves company. Have a happy turkey day, and try not to think about the stock market.

As for me, I'm going to just hold until better days.:embarrest:
 
Why did the charts all stop shortly after noon? Half day on Wall Street? Probably saved us from an even BIGGER sell-off than usual.:(
 
If the S&P gaps up to 1230ish, and doesn't get filled intra-day, that would seem a safe place to take profits. The chart is starting to form another W, and the first leg up is getting pretty long. I might move a little to cash while I still have the chance in November. I'll check back after the open.
 
Re: Ridiculous costs of healthcare

Might be jumping out too early, but only moving a little.

G - 20
C - 20
S - 50
I - 10
 
Re: Ridiculous costs of healthcare

I'm with ya. I pulled 50% out yesterday after Monday's pop. Oh well, greed is what caused me to ride the wave down the last few weeks. I'm going to take a little more out today I think and wait for the market to take a breather...
 
Re: Ridiculous costs of healthcare

With so many hedge funds on the wrong side of this market there may not be a rest until spring.
 
Birchtree said:
With so many hedge funds on the wrong side of this market there may not be a rest until spring.
Click to expand...
You might be right. I'm still 80% exposed. Suited up to play, but strapping on the jock and cup to be on the safe side.
 
Last edited:
Re: Sensei's Account Talk

The S&P futures are at 1260 right now. The 200 day SMA sits a little below 1270. The last three times the S&P hit the 200 SMA, it pulled back each time. Twice found support at the 100 SMA, but last time dove well below. I think today might be the day to sell strength. LMBF is going to sit in G for the month. Sentiment Survey is very bullish (though maybe not a contrarian indicator anymore?). In order to form a "W", we need a second leg down. I think a week of consolidation will set us up nicely for a rally into the year's end.
 
Re: Sensei's Account Talk

Getting very close to my dollar target for the year (the dollar figure I set as a goal to reach through contributions and returns). I've had to increase my contributions twice this year to make it happen, but nevertheless...

New allocation:

G - 75
C - 13
S - 8
I - 4
 
Re: Sensei's Account Talk

Sensei said:
Getting very close to my dollar target for the year (the dollar figure I set as a goal to reach through contributions and returns). I've had to increase my contributions twice this year to make it happen, but nevertheless...

New allocation:

G - 75
C - 13
S - 8
I - 4
Click to expand...


I'm glad somebody reached their goal.
 
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