Show-me Account Talk

[luv2read]

I think F looks good for May.

 

[Timmie-O]

Hi Show-Me:

Any folks out there thinking the F fund may be the way to play a portion of the portfolio over the next few weeks, or is it just too early too know? All thoughts are welcome..

FS

I'm in the F-fund for 10% effective Monday, May 12th. This was my first IFT in a month. If I can beat the G-fund by a penny a week, I"ll be happy.:toung:

 

[Show-me]

Hi Show-Me:

Any folks out there thinking the F fund may be the way to play a portion of the portfolio over the next few weeks, or is it just too early too know? All thoughts are welcome..

FS

Hi FS,

I like the F for now. It looks like it is consolidating and if the C and S are overbought. We should see investors exit equities and play the bonds a little if this is true. Not a horrible place to be unless the market rallies big again or a big chunk of the earth breaks off and drifts into space.:nuts:

Good luck all!

 

[FogSailing]

Appreciate your thoughts Show-Me. I wish I felt comfortable going 100% stocks but I don't.

Good luck to all this week.

FS

 

[Show-me]

You're not going to see to much of me this summer as I have two sons in baseball and one in jazz band and choir. That and my day job will keep me busy as Elliot Spitzers call girl. I spent the weekend at a two day tournament and have at least four more plus regular games this summer. Bee's are swarming, lost one today and all the other stuff like cook outs are kicking in.

Sorry folks. I will update my allocation. I'm in pain now but can take a little more. Looking to buy some more SDS in another account. This rally needs a break and so do I. LOL

Good luck and have fun with your families this summer. I am!

 

[Show-me]

 

[Show-me]

The Week Ahead

Last Update: 23-May-08 10:25 ET

The coming week kicks off Tuesday when market participants return from their extended Memorial Day weekend.

The Economic Calendar will be the main area of focus, with the release of the new home sales, durable orders, personal income and spending, and Chicago PMI reports. The weekly energy inventory report will be released Thursday, one day later than usual due to the holiday.

Only 48 companies, most of which are retailers, are confirmed to announce their quarterly earnings results. Some of the more notable names include American Eagle (AEO), Big Lots (BIG), Costco (COST), Dell (DELL), Sears Holdings (SHLD) and Tiffany (TIF).

You can check out Briefing.com's Earnings Calendar for a complete list.
________________________________________________________________

Monday, May 26:
U.S. markets closed in observance of Memorial Day



Tuesday, May 27:

• Earnings: Vodafone PLC (VOD), Borders Group (BGP)
• Economic Data: May Consumer Confidence... April New Home Sales
• Events: None
• Conferences: None
• Fed Speakers: San Francisco Fed President Yellen will speak on the economic outlook and policy in San Francisco (11:50 AM ET)

Wednesday, May 28:

• Earnings: American Eagle (AEO), Chico's (CHS), Dollar Tree (DLTR), Polo Ralph Lauren (RL), TiVo (TIVO)
• Economic Data: April Durable Orders
• Events: None
• Conferences: None
• Fed Speakers: Minneapolis Fed President Stern will speak in Eau Claire, Wis, about the regional, nation and world economy (12:50 PM ET)... Dallas Fed President Fisher will speak in San Francisco about inflation and debt (9:00 PM ET)

Thursday, May 29:

• Earnings: Big Lots (BIG), Costco (COST), HJ Heinz (HNZ), Sears Holdings (SHLD), Dell (DELL), Novell (NOVL), Marvell Tech Group (MRVL), J. Crew Group (JCG)
• Economic Data: Preliminary First Quarter GDP...Weekly Jobless Claims (week ended May 24)... Weekly Crude Inventories (week ended May 24)
• Events: Novellus (NVLS) Mid-Quarter Update
• Conferences: New York Fed's "Role of Money Markets" Conference
• Fed Speakers: New York Fed President Geithner will deliver opening remarks at the New York Fed conference (9:00 AM ET)... Fed Vice Chairman Kohn to speak at the New York Fed conference (6:15 PM ET)

Friday, May 30:

• Earnings: Tiffany & Co (TIF), Lions Gate Entertainment (LGF)
• Economic Data: April Personal Income & Spending... May Chicago PMI... Revised University of Michigan Consumer Sentiment Index for May
• Events: None
• Conferences: None
• Fed Speakers: Boston Fed President Rosengren speaks on economic outlook (12:30 PM ET)

--Ryan McShane, Briefing.comhttp://www.briefing.com/GeneralCont...vestor&ArticleId=NS20080523102626LookingAhead

 

[Show-me]

FYI, word on the street is that rate cuts are done and the Fed is making no bones about talking very bluntly about it.

http://biz.yahoo.com/ap/080525/fed_loud_and_clear.html?.v=13

 

[Show-me]

Buffet still maintains that we are in a recession even if it is not by definition and that it will be long and deep. Interview with Der Spiegel in Germany.

http://biz.yahoo.com/ap/080525/germany_warren_buffett.html

 

[airlift]

Show,
With this stance by the FED, what is the perspective on the F fund? 350 used to write good reviews and I miss his viewpoint. He was quite knowledgeable on the F fund. Other views?

FYI, word on the street is that rate cuts are done and the Fed is making no bones about talking very bluntly about it.

http://biz.yahoo.com/ap/080525/fed_loud_and_clear.html?.v=13

 

[nnuut]

Show,
With this stance by the FED, what is the perspective on the F fund? 350 used to write good reviews and I miss his viewpoint. He was quite knowledgeable on the F fund. Other views?

Well, I think that is GOOD, obviously it should strengthen the DOLLAR, which will lower the price of Oil and Gas which will give the economy a shot in the arm, .25% a whack. I can almost hear investors selling Oil and Gas stocks, listen closely, sounds like crickets right now, but it will sound like THUNDER!!View attachment 3937[

 

[airlift]

Thanks Nnuut,
I guess I'll stay a little longer in the F fund until the horizon shows up (Just thinking out loud). Maybe a short in and out to the stock funds. Have a great day!

Well, I think that is GOOD, obviously it should strengthen the DOLLAR, which will lower the price of Oil and Gas which will give the economy a shot in the arm, .25% a whack. I can almost hear investors selling Oil and Gas stocks, listen closely, sounds like crickets right now, but it will sound like THUNDER!!View attachment 3937[

 

[luv2read]

The question is: will the money leaving stocks go into bonds (treasuries - which are now junk thanks to the fed) or commodities? Will the commodities bubble burst? I don't think so, at least not yet.

 

[Show-me]

IMO, the commodities will correct at some point but not bust. Do not ever forget the massive expansion in the BRICK countries. That takes raw materials.

 

[Show-me]

Show,
With this stance by the FED, what is the perspective on the F fund? 350 used to write good reviews and I miss his viewpoint. He was quite knowledgeable on the F fund. Other views?

I don't know, the F fund is not killing me but sure is not gaining much. Who wants to buy our lousy Treasuries for the meek interest and the threat of a weakening dollar.

 

[nnuut]

Thanks Nnuut,
I guess I'll stay a little longer in the F fund until the horizon shows up (Just thinking out loud). Maybe a short in and out to the stock funds. Have a great day!

Stocks, but have patience it won't happen overnight, we are due a turn around but after the bottom. Where is that, how would I know?

 

[Guest2]

"Wall Street climbs on a wall of worry".

However, Bad News is just that, Bad News. How much positive information
is out there to overcome the bad news? When some good news starts to
show, how long can it drive the market upward. Seems to me that small
amounts of positive news can easily move the market up. But in the short
(pun intended) term, otherwise, it'll be short (pun intended) lived. It will
take some time to dig ourselves out of this mess. I see volitility continuing
its reverse back above 20 and the Bear/Bull question being answered soon
(bearishly). That doesn't mean there won't be TSP opportunities to make
some money. There will be, but at much greater risk. Maybe I'm falling into
the media trap and I'm seeing nothing but doom & gloom. If anyone can
put up positve (market moving) news, I'd certainly love to read some.

 

[Birchtree]

Think back to 2003 - what such bad news all around. The S&P 500 rose 26% in 2003, amid hopes for a quick victory in Iraq - that victory is close upon us now.

 

[Fivetears]

Wall Street continues to climb the wall of consumer worry because the big oil and gas cartels continue to buy US stock. What else do you expect them to do with all the profits? The big oil and gas cartels run this country, own this country and control all the WDC marionettes.

"Wall Street climbs on a wall of worry".

 

[luv2read]

Think back to 2003 - what such bad news all around. The S&P 500 rose 26% in 2003, amid hopes for a quick victory in Iraq - that victory is close upon us now.

LMAO! Come on Birch...singing the same tune since 2003 "victory is upon us!" Five years later we're no farther ahead, less secure than we were in 2001, gone from surplus to multitrillions deficit, S&P is where it was EIGHT years ago, and we've gone from superpower to third world country.