MrHanky Posted August 23, 2010 Report Posted August 23, 2010 Not very bullish,Will they find a way to ramp it back up?
DrStool Posted August 23, 2010 Report Posted August 23, 2010 Bond Funds Attracting Cash Like Stocks During Dot-Com Boom: Credit Markets http://www.bloomberg...it-markets.html Like flies to horseshit as my Dad liked to say.
T_Slim Posted August 23, 2010 Report Posted August 23, 2010 What's up stoolies? I'm back from my weekend trip to the Canadian Rockies. I envy all stoolies that live in the great provinces of BC and Alberta. Man, it is beautiful out there. I love those mountains.
swordfish Posted August 23, 2010 Report Posted August 23, 2010 what s your view on housing data this week? better or worse then consensus?
MrHanky Posted August 23, 2010 Author Report Posted August 23, 2010 FWIW I am off margin for the first time in about 18 months,Stuck in one crappy equity position and riding it out.All of my excess muni holdings are gone and I am down to a "base portfolio" for the income.If the rest of my bonds continue to rally,I will consider even dumping the base portfolio. The bullishness in all bonds the last few months makes me very nervous.
Drano Posted August 23, 2010 Report Posted August 23, 2010 what s your view on housing data this week? better or worse then consensus? The real housing data, or what they will publish?
swordfish Posted August 23, 2010 Report Posted August 23, 2010 The real housing data, or what they will publish? I know reality:) Im looking for the propaganda info rather.consensus is -12% if I remember correctly. GDP on friday. JPM and others see 1.5% (revision down from 2.4%). but hey, this is q2 so its history.
swordfish Posted August 23, 2010 Report Posted August 23, 2010 1060 is a key on sp500. break that and we might see 975 next. yen crosses, bunds, bonds they all point to that direction. question is when. maybe this week? Hmmm maybe not. it would be great to have the last grasp to 1100 on sp500 and then kabuum. but maybe there wont be final grasp. maybe we started the downtrend already. who knows.
Bungster Posted August 23, 2010 Report Posted August 23, 2010 Out of 2/3 of dongs and 2/3 short....FADE me to make money...
DrStool Posted August 23, 2010 Report Posted August 23, 2010 I don't know about the consensus, but the numbers will be horrendous. Look at the purchase applications from the Mortgage Bankers Ass. That's real time versus the numbers from the NAR, which are last month.
DrStool Posted August 23, 2010 Report Posted August 23, 2010 $93 billion in new Treasury supply will make an impact. The CMB was completely unexpected. Came out of left field.
flyingscot Posted August 23, 2010 Report Posted August 23, 2010 $93 billion in new Treasury supply will make an impact. The CMB was completely unexpected. Came out of left field. what are you saying?
flyingscot Posted August 23, 2010 Report Posted August 23, 2010 i closed my long oil bet out at 10 AM.... and went back short gold at 10:30.....
Bungster Posted August 23, 2010 Report Posted August 23, 2010 From "The chart Store" and the Big Picture.... Looks like some kind of scare coming...
Bungster Posted August 23, 2010 Report Posted August 23, 2010 Idle speculation of a Head and Shoulder pattern ....
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