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B4 The Bell October 20


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#46 jstrack

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Posted 20 October 2004 - 09:30 AM

Without a doubt yesterday was a bell-weather day. Today we are seeing weakness reported by many companies in fundimental businesses. Sometimes we see a reversal in the US market when Japan declines like it did, but I don't think so today. Word is out that the dollar is going down and China is showing more weakness and ship building is declining and costs are going up and oil is not going down and the world economy is about to get real weak......Danger Will Robinson.....

#47 K Wave Rider

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Posted 20 October 2004 - 09:31 AM

CFC down 3.25

#48 Bearbones

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Posted 20 October 2004 - 09:33 AM

Bearbones....well I've met too many big picture guys who are good with a handshake and story and haven't done and down and dirty work for years...... When pressed they seem to have forgotten fundimentals and basic analysis. I guess I have a chip on my shoulder....LOL And yes, minimal accountability.......nice guys though....

Many of these people are too busy making appearances, chasing down clients, eating lumberjack breakfasts, etc. to do any real work.

#49 K Wave Rider

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Posted 20 October 2004 - 09:34 AM

SPX cash 1099

#50 BumRush

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Posted 20 October 2004 - 09:34 AM

Today may shut that fricking chainknee
up about bombs in the cities.

VIX may actually move up today....

re terror speech:
I spent some time in a state public health system after getting my Masters in Public Health (Admin). Lots of warnings out there, for a long time about deteriorization of public health, uneven coverage of public and few makers of the vaccine. 9/11 is nothing compared to average deaths/year due to flu (sorry doc but analogy in tems of differential mortality risk appropriate). The maybe 30,000+ known deaths-in a good year- can go ???high with high risk populations unprotected. Another case of reblicrats
not looking out for J6. Remember the high mortality of elders- people in US rightfully horrified due to heat wave in France/Europe not too long ago. But intolerable that Brush and Chunky waving hypotethical risks in our face while the house is really on fire.

#51 K Wave Rider

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Posted 20 October 2004 - 09:37 AM

UTX ramping..

#52 Calculus

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Posted 20 October 2004 - 09:40 AM

So MOT sees declining handset sales. Doesn't surprise me one bit. My Mother has just got stuffed up with a MOT handset that has the worst software I've ever seen, it's so hard to use and do stuff on.

USABILITY is critical these days with tech and if you make products that are hard for people to use then sales will suffer, no doubt about it. Nokia have got it right, their software is so much better.

With tech stocks never discount the usability factor because it's going to get more important as the years go by, especially with the older generation which must be a massive underdeveloped market in which to crack.

#53 machinehead

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Posted 20 October 2004 - 09:41 AM

But intolerable that Brush and Chunky waving hypotethical risks in our face while the house is really on fire.

That's why they're doing it ... smokescreen.

Also a national ID bill in conference committee this week ... cut to a report on latest poll numbers ...
"GOLD -- it's not just for misers anymore."

"Dollahs -- fire-starters for the K-wave winter." - Drano

"Three humps and a dump." - anotherone, 21 SEP 2004

"No gold was harmed in the making of this movie." - Bizarro Greenspan

[i]"Da Track. Da place where Morons bet on Animals Controlled by Criminals."
- our jickiss

#54 soup

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Posted 20 October 2004 - 09:42 AM

the ususal suspects: ellington Management Company, Llp 53,626,636 9.52 $3,767,271,179 30-Jun-04
Marsico Capital Management, LLC 37,382,318 6.64 $2,626,107,839 30-Jun-04
Private Capital Management, Inc. 31,313,330 5.56 $2,199,761,432 30-Jun-04
Barclays Bank Plc 22,890,238 4.07 $1,608,039,219 30-Jun-04
NWQ Investment Management Company, LLC 17,273,094 3.07 $1,213,434,853 30-Jun-04
State Street Corporation 16,168,984 2.87 $1,135,871,126 30-Jun-04
Janus Capital Management, LLC 14,241,040 2.53 $1,000,433,060 30-Jun-04
FMR Corporation (Fidelity Management & Research Corp) 13,079,440 2.32 $918,830,660 30-Jun-04
Vanguard Group, Inc. (The) 11,817,604 2.1 $830,186,681 30-Jun-04
Goldman Sachs Group Inc 10,981,724 1.95 $771,466,111 30-Jun-04

TOP MUTUAL FUND HOLDERS
Holder Shares % Out Value* Reported
Janus Twenty Fund 9,076,380 1.61 $654,406,998 31-Jul-04
Hartford Capital Appreciation Hls Fund, Inc. 5,823,000 1.03 $294,449,694 31-Dec-03
Vanguard 500 Index Fund 5,192,834 0.92 $364,796,588 30-Jun-04
Hartford Capital Appreciation Fund 5,070,000 0.9 $300,651,000 30-Apr-04
Weitz Series Fund, Inc.-Value Fund 4,800,000 0.85 $337,200,000 30-Jun-04
Fidelity Advisor Mid Cap Fund 4,004,512 0.71 $258,291,024
""Pretty bubbleheads preen daily on our financial networks, playing the shill to Wall Street and Washington in order to lure unsuspecting Americans into buying insanely overvalued stocks. The great market exchanges, once prudent arenas of investment where the engine of capitalism traded value for value, have become sham casinos staggering under decades of massive Fed created debt and lurching into oblivion on the greater fool theory. Yet our high level bureaucrats, led by Alan Greenspan, exhort all Americans to consume still more of their seed corn and seek still more fools." N. Hultberg

#55 jstrack

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Posted 20 October 2004 - 09:43 AM

Look at the 10-year at 4.0%. So, what do you get for that type of investment when inflation is anywhere from 1.6% to 3.2%?...on paper....LOL Not much return....isn't there anywhere else to put your money? Seems like the bond market is forecasting very tough times ahead and declining inflation? I don't know but a lot can happen in the next 10 years.....what investment risk and what little reward.....

#56 soup

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Posted 20 October 2004 - 09:43 AM

machine: Please read the book "Breaking the
Demopublican Monopoly" http://www.afr.org/
""Pretty bubbleheads preen daily on our financial networks, playing the shill to Wall Street and Washington in order to lure unsuspecting Americans into buying insanely overvalued stocks. The great market exchanges, once prudent arenas of investment where the engine of capitalism traded value for value, have become sham casinos staggering under decades of massive Fed created debt and lurching into oblivion on the greater fool theory. Yet our high level bureaucrats, led by Alan Greenspan, exhort all Americans to consume still more of their seed corn and seek still more fools." N. Hultberg

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Posted 20 October 2004 - 09:48 AM

CFC down 3.25

Standing by for the FRE-fall

#58 Bearbones

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Posted 20 October 2004 - 09:49 AM

Inflation, as forecasted by the bond market, has been falling since May. The yield of nominal bonds over inflation indexed bonds has declined from over 300 basis points to just below 250 bps on the long end. It continues to move lower.
I trust the bond market more than government numbers since real money is bet on these movements in big size. The bond market sees lower inflation, for now.

#59 The brown one

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Posted 20 October 2004 - 09:50 AM

But intolerable that Brush and Chunky waving hypotethical risks in our face while the house is really on fire.

That's why they're doing it ... smokescreen.

Also a national ID bill in conference committee this week ... cut to a report on latest poll numbers ...

Great thing about these gangstas--if you want to get something important thro' the houses, create a smokescreen(anthrax) and if something is already out ,then ignore it until it goes away(Iraq torture)!

Geez these guys are good!

#60 Abby Justa Colon

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Posted 20 October 2004 - 09:53 AM

Oh No....51 users on board :o :o :o :o

Not good according to Doc!

Not good at all....

I go do something else.. :lol: :lol: :lol:





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