richmtn Posted December 11, 2002 Report Share Posted December 11, 2002 five day chart comparing ten year yield and cash index. We seem to have a temporary decoupling today. Is it the extra feed sloshing around? Looking for sign of reallignment. Link to comment Share on other sites More sharing options...
Guest soup1 Posted December 11, 2002 Report Share Posted December 11, 2002 stk still down 30 cents from the offering price, in an up mkt? hmmm? Link to comment Share on other sites More sharing options...
Stutz Posted December 11, 2002 Report Share Posted December 11, 2002 I have the question to many folks in many different ways, yet the answer to why this time is different, and why they will be able to magically turn a switch and reflate has never been answered. Let me turn the question around. Are we playing for all the marbles? If they don't succed in reflating, how bad will it get? Desparate? Yes? That's why. They're desparate and Shrub's got more power than anyone since FDR on December 8. Will it work? Maybe not. But it may be hard to tell the winners from the losers if it doesn't. That said, I'm a bear. Link to comment Share on other sites More sharing options...
Guest AssMaster Posted December 11, 2002 Report Share Posted December 11, 2002 Yah, I heard that. Probably retraces 50% of up move today, then fills the gap above this/next week on the news then sells off! Haha. I'm starting to understand how this works. :grin: One other note on disk drive stocks such as Seagate, Maxtor and WDC. They cratered 2 years ahead of other tech stocks so may lead them up. To that end, I have heard a rumor that most disk drive makers are running at 100% capacity and are looking to add more capacity. Therefore, I am scaling into WDC, MXO, and STX. So my take is that they may lead the recovery in other tech by one or two years. Link to comment Share on other sites More sharing options...
Charmin Posted December 11, 2002 Report Share Posted December 11, 2002 I might be early but a 2 day rollover should begin Doc is right on Link to comment Share on other sites More sharing options...
PileDriver Posted December 11, 2002 Report Share Posted December 11, 2002 MKSI and LRCX are looking juicy Link to comment Share on other sites More sharing options...
Bearman Posted December 11, 2002 Report Share Posted December 11, 2002 A wise man told me years ago You never have to buy anything but All things have to be sold. Link to comment Share on other sites More sharing options...
Fartpolio Manager Posted December 11, 2002 Report Share Posted December 11, 2002 CrappaVision has a segment coming up on high-end housing... Check it out Bears, you may be surprised Link to comment Share on other sites More sharing options...
PileDriver Posted December 11, 2002 Report Share Posted December 11, 2002 CrappaVision has a segment coming up on high-end housing... Check it out Bears, you may be surprised OPULANCE, the signature of every major top. Link to comment Share on other sites More sharing options...
Guest soup1 Posted December 11, 2002 Report Share Posted December 11, 2002 Rog: who ran the books on stk? Imagine some folks are pissed, unless it all went to small retail Link to comment Share on other sites More sharing options...
Rockhead Posted December 11, 2002 Report Share Posted December 11, 2002 A wise man told me years ago You never have to buy anything but All things have to be sold. My motto.... Everything is for sale, and everything can be bought! Just depends on the price! Link to comment Share on other sites More sharing options...
sweefraapp Posted December 11, 2002 Report Share Posted December 11, 2002 Looking at HSY (officer quit and I think they have a release tomorrow or soon), AMGN (tomorrow's release may initiate a move one way or the other), LOW, TOL, ORCL. Link to comment Share on other sites More sharing options...
rog Posted December 11, 2002 Report Share Posted December 11, 2002 EDS flying on two rumors 1) $375m 12yr deal with Bank o Bermuda (the leading hedgehog back office) 2) $xB deal with BAC Rumors may have legs. Link to comment Share on other sites More sharing options...
PileDriver Posted December 11, 2002 Report Share Posted December 11, 2002 a few more juicies PLAB COHR Link to comment Share on other sites More sharing options...
Guest soup1 Posted December 11, 2002 Report Share Posted December 11, 2002 stutz: With your mention of fdr, you are making my point. It did not work w/ fdr/hoover, in fact they made things much worse than they had to be. Time and liquidation are the only ways out. Link to comment Share on other sites More sharing options...
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