Jump to content

B4 The Bell, Tuezelday, February 17


Recommended Posts

  • Replies 135
  • Created
  • Last Reply
Yobob: I can not tell you when these miserable self serving policies of the fed will fail and when the mkts will find their natural levels. But sentiment is quantifiable. And it has never been so lopsided. Both on the levels of bulls for stocks and inflation.

Soup,

 

Cant quite see that the sentiment is too lopsided - considering that most of the shorting is being done by public.

 

Public / Specialist short ratio = 1.85 (historically very bullish - Mar-03 and Oct-02 low was 1.76 i.e. Public shorting is now greater than even at Mar and Oct lows).

 

Public short - 49%,

Specialist short = 29% - it is rare indeed when this figure is so low (historically very bullish).

 

When the ratio inverts, then it would be, IMHO, considered lop-sided.

 

Totally agree that other sentiment indicators (bull-bears) are in nose-bleed territory. But what people say is different than what they do. In this case, it seems Public is still shorting - massively.

 

- Silky

Link to comment
Share on other sites

Huffy cuts jobs after wider 4Q loss

Dayton Business Journal

Miamisburg, Ohio-based Huffy Corp. said Tuesday that it is cutting 20 percent of its workforce after posting a wider fourth-quarter loss.

The job reductions -- which involve just more than 100 positions -- will mainly come from its Gen-X Inc. subsidiary in Toronto

 

http://milwaukee.bizjournals.com/milwaukee...16/daily17.html

Link to comment
Share on other sites

Sorry silky.....  Do you really think the specialists are going to give you real time numbers ?  Nest you will tell me the fed does buy spoos.  Really fricking gone.  But before I leave,  the sentiment has neve been this bullish,; EVER>  You can beleive that crap just like you beleive the govt and johnny law.  Saying sentiment is not bullihsi, well I will take it as the highest gform of insult.  Christ I know my iq is low double digits, but I am not that freaking stupid.

:lol:

Link to comment
Share on other sites

http://www.atimes.com/atimes/Japan/FB18Dh01.html

 

Japan buys more chip-making gear than N America

 

TOKYO - The value of semiconductor-manufacturing equipment sold to Japan in 2003 totaled $5.53 billion, up 42.3 percent on the year, according to statistics available Monday from the Semiconductor Equipment Association of Japan and elsewhere.

 

The amount for Japan was the highest this year and put the nation in the top spot for the first time since 1996, pushing North America into second place.

 

Sales of equipment used in early-stage chip processing, including wafer-processing equipment, helped boost domestic sales.

 

Japanese semiconductor manufacturers have been making large-scale investments due to the increase in production of digital consumer electronics.

 

North American sales came to $4.72 billion, down 20.1 percent on the year on reduced capital spending by chipmakers.

 

The value for South Korea showed year-on-year growth of close to 90 percent, reflecting continued strong capital spending.

 

Worldwide sales came to $22.1 billion, up 11.9 percent on the year and showing a year-on-year gain for the first time in three years.

 

(Asia Pulse/Nikkei)

Link to comment
Share on other sites

Sorry silky......  Do you really think the specialists are going to give you real time numbers ?  Nest you will tell me the fed does buy spoos.  Really fricking gone.  But before I leave,  the sentiment has neve been this bullish,; EVER>  You can beleive that crap just like you beleive the govt and johnny law.  Saying sentiment is not bullihsi, well I will take it as the highest gform of insult.  Christ I know my iq is low double digits, but I am not that freaking stupid.

Irratic spelling and punctuation suggest soup threw a rod & broke his keyboard.

Link to comment
Share on other sites

4:07pm 02/17/04

U.S. producer price index delayed By Rex Nutting

WASHINGTON (CBS.MW) -- The U.S. Labor Department won't release the January producer price index on Thursday as scheduled. "The Bureau of Labor Statistics will announce a revised date for the release as soon as possible," the government said Tuesday. The BLS statement said the government was having "unexpected difficulties" in switching its data to a newer industrial classification system.

Link to comment
Share on other sites

Archived

This topic is now archived and is closed to further replies.

  • Tell a friend

    Love Stool Pigeons Wire Message Board? Tell a friend!
  • Recently Browsing   0 members

    • No registered users viewing this page.
  • ×
    • Create New...