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Timing the "I" Fund
- Thread starter coolhand
- Start date
Birchtree
Well-known member
imported post
About a week or so ago the EAFE recorded a substantial down which was never reflected in the change of the I fund - it remained unchanged. I've been watching for the play as you go administrator to zero sum it out and by clipping the gain from to day appears that today was the catch up day. They do that to frustrate timers.
About a week or so ago the EAFE recorded a substantial down which was never reflected in the change of the I fund - it remained unchanged. I've been watching for the play as you go administrator to zero sum it out and by clipping the gain from to day appears that today was the catch up day. They do that to frustrate timers.
G
Guest
Guest
imported post
coolhand wrote:
Keep in mind when the USD falls the oil price for other countries gets lower. Oil is priced in USD.
I am in Thailand and the gas prices are falling. That is right. Their currency is getting strong and the price of crude is cheaper for them.
I have been preaching"importing inflation and exporting currency appreciation" that is whatI mean.
Think outside your borders. :^
coolhand wrote:
Has been bringing up the rear for two years.Yeah, now if we can just get ourmarket to follow along.
Keep in mind when the USD falls the oil price for other countries gets lower. Oil is priced in USD.
I am in Thailand and the gas prices are falling. That is right. Their currency is getting strong and the price of crude is cheaper for them.
I have been preaching"importing inflation and exporting currency appreciation" that is whatI mean.
Think outside your borders. :^
G
Guest
Guest
imported post
DMA wrote:
ASX hit a4 plusyear high today - Australia. Their currency goes up - their crude gets cheaper.
Scary stuff - huh?
DMA wrote:
Which is why all other stocks market are flying.coolhand wrote:Has been bringing up the rear for two years.Yeah, now if we can just get ourmarket to follow along.
Keep in mind when the USD falls the oil price for other countries gets lower. Oil is priced in USD.
I am in Thailand and the gas prices are falling. That is right. Their currency is getting strong and the price of crude is cheaper for them.
I have been preaching"importing inflation and exporting currency appreciation" that is whatI mean.
Think outside your borders. :^
ASX hit a4 plusyear high today - Australia. Their currency goes up - their crude gets cheaper.
Scary stuff - huh?
G
Guest
Guest
imported post
coolhand wrote:
coolhand wrote:
That simply is not a correct statement. How quickly we forget? Remember the rah rah CPI/PPI earlier this year on falling gas prices? That was when the USD was at 92.
Birchtree
Well-known member
imported post
Catch the I fund if you can or dare. The EAFE has a 22% weighting for Japan - and the Nikkei 225 is up another 115 points tonight. Scratch that it is now up 146.
Japanese stocks rallied as investors put aside concerns about the country's political risks and focused instead on stronger than expected manufacturing orders and an improving outlook for corporate earnings. The government said core machinery orders jumped 11.1% in June, the first increase in three months and nearly double a consensus forecast for a 5.7% rise. Core orders are considered a leading indicator of capital sprnding. All Nikkei subsectors rose yesterday.
Talk about a liftoff - this move has gone from a low in May of around 10,800 to well into 12,200 for the moment.And we actually have a better economy. Is this a harbinger of what is ahead for the USA?
Catch the I fund if you can or dare. The EAFE has a 22% weighting for Japan - and the Nikkei 225 is up another 115 points tonight. Scratch that it is now up 146.
Japanese stocks rallied as investors put aside concerns about the country's political risks and focused instead on stronger than expected manufacturing orders and an improving outlook for corporate earnings. The government said core machinery orders jumped 11.1% in June, the first increase in three months and nearly double a consensus forecast for a 5.7% rise. Core orders are considered a leading indicator of capital sprnding. All Nikkei subsectors rose yesterday.
Talk about a liftoff - this move has gone from a low in May of around 10,800 to well into 12,200 for the moment.And we actually have a better economy. Is this a harbinger of what is ahead for the USA?
G
Guest
Guest
imported post
Birchtree wrote:
When USDs goes down. Oil for other counrties becomes cheaper.
The harbinger is the U.S. stock market is DOOMED.
Birchtree wrote:
Oil is priced in USDs.
When USDs goes down. Oil for other counrties becomes cheaper.
The harbinger is the U.S. stock market is DOOMED.
G
Guest
Guest
imported post
Day after a rate hike:
87.30
-0.27
FOMC needs to go .50 at next meeting.
:^ Operation Save USD.
Trade balance :shock::?:s:*:#
Day after a rate hike:
87.30
-0.27
FOMC needs to go .50 at next meeting.
:^ Operation Save USD.
Trade balance :shock:
:?:s:*:#
Birchtree
Well-known member
imported post
I think the trade balance may deliver a pleasant surprise like last time. There is definitely progress being made in that area - Japan is a good example. Capital spending and net exports will begin to do some of the heavy lifting which is the normal course of events in an expansion of any magnitude. And don't forget we have to rebuild several countries.
I think the trade balance may deliver a pleasant surprise like last time. There is definitely progress being made in that area - Japan is a good example. Capital spending and net exports will begin to do some of the heavy lifting which is the normal course of events in an expansion of any magnitude. And don't forget we have to rebuild several countries.
G
Guest
Guest
imported post
Birchtree wrote:
Crude was what $10-15 lower then? :shock:
I feel like I am on Fantasy Island. I love this board.
Birchtree wrote:
Only -55B "last time was pleasant surprise"? :shock:
Crude was what $10-15 lower then? :shock:
I feel like I am on Fantasy Island.
I love this board.
vectorman
Active member
imported post
Mike wrote:
Sometimes it's nice to be right, especially if you canmake it count.
http://www.tsptalk.com/mb/view_topic.php?id=1956&forum_id=22&jump_to=26104#p26104
http://www.tsptalk.com/mb/view_topic.php?id=1782&forum_id=10&jump_to=23906#p23906
Mike wrote:
I was right about the I fund. Sadly, I jumped out one day early.
Sometimes it's nice to be right, especially if you canmake it count.
http://www.tsptalk.com/mb/view_topic.php?id=1956&forum_id=22&jump_to=26104#p26104
http://www.tsptalk.com/mb/view_topic.php?id=1782&forum_id=10&jump_to=23906#p23906
G
Guest
Guest
imported post
Spaf wrote: That makes a market. Some folks happy, some folks sad. It is addicting.
I have played the lottery and then can never find my tickets to see if I won. Then they have those lotteries where the winner never claims the prize and I think???
Wonder if was the tickets I misplaced.
Spaf wrote:
Mike wrote:Upset huh!I was right about the I fund. Sadly, I jumped out one day early.
Don't feel bad! Heck if I won the Lottery, the bank would be robbed the next day!:?
That makes a market. Some folks happy, some folks sad. It is addicting. I have played the lottery and then can never find my tickets to see if I won. Then they have those lotteries where the winner never claims the prize and I think???
Wonder if was the tickets I misplaced.
G
Guest
Guest
imported post
coolhand wrote:
Euroland got whacked yesterday.
:shock:If you read my posts in this thread - that is actually what I have been talking about. :^
coolhand wrote:
This was because of the falling USD.EAFE up 1.525% today! :^
Should be about 25 cents, but we know how that can go.o
Euroland got whacked yesterday.
:shock:If you read my posts in this thread - that is actually what I have been talking about. :^
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