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Im 6 months behind in paper work/software(argh!),but at first glance my SEP is up about 20%(wee!),and thats with only one trade that i can remember(still open position).My moms is a bit harder to discern since 2 IRA's were merged this year and the reconcile will be a smallish nightmare,but still...

runner,if you HAVE to watch the DJ every day,might perhaps consider studying japanese renko style charts and charting by hand.Wont dampen your portfolio gyrations any,but interesting patterns may start to jump out at you.Possibly one of the best things for DJ mania is a slug of...

2U,the point is not will they or wont they,the point is cheaper prices more than likely coming down the road,juicyness will get even more juicy.but with the debt load of $300billion and a market cap of a mere $16.6billion,hemorraging losses and more unfunded pension/health concerns ahead a...

Dont be in a hurry,GM's problems arent even close to being resolved yet.Cant speak for GMAC but like i said earlier "birds of a feather..."Pension liability's are well known as is GM's $300+ billion in debt.Next on the docket will be its $50 billion shortfall in health care fund.so perhaps one...

"The first one I noted is existing 30 year treasuries just got a good bit cheaper to buy on the secondary market and yields got pushed up. A buying opp?" No,final opinion will be made in august i believe,so let the smoke clear some between now and then.Personally i think its just jawboning,last...

Mutual funds are counting on people who for whatever reason ignore the technical side of markets,thats not necessarily a bad thing.Its called "The Transference of Risk."But to be fair,a well diversified portfolio is a good pony to ride.If one was aware of a few seasonal trends,,and maybe...

RE:GMAC id wait for some more GM trouble,pretty much a dealt hand.GMAC should get drug down even more by simple affiliation,regardless of liabilities of parent company.But personally i wouldnt load the boat,a nice dollup should suffice.But thats just me

Bonds are nice,4-5% looks swimmingly well.

unclemick,go long on the kayak,or sit-a-pon.dont be a fool,take lessons,enjoy.Way better than any market action,certainly better than watching any tv-sport.the pursuit or diversion of $ gains is typical,but it pales in comparison to adventure outside the computer room.

perhaps google up franchises and such.Hopefuly its somewhere that gets some good spring mud.good luck

Re: Big Money Jim I dont think its really the interest of the board,and am not sure it should be,my intention wasnt to slap you or anybody else in the face.But i assume soupx is a young man wondering why all his non correlary assets just took a big dump.Sy Harding runs a pay...

SOUP, There are other ways,the mutual fund industry is based on one underlying theme."You are a sheep,to dumb to know,buy n hold,oh and heres my management fee."Equity indexes have VERY seasonal patterns,by being long during these specific times that are statisticly proven,you can easily get a...

lightened up on HY exposure and leveraged preferred/or no longer re-investing divvy's in such(CEF's).bought a good handfull of short term cds mostly 6-9 months to roll over continuosly.And this week finally after 2 or 3 years of avoiding them bought 4 US based nat gas royalty trusts in nearly...

Im very happy with our position and the fundamentals that go with it.IMO this is more a function of cefs trading like stock than anything else,herd mania rather than any real fundamental change.Time will tell if theres any news to back it up i guess.-ak

I wish i could find the quote or remember who said it,it was an exchange between a Fed guv,and a Bank of Japan official(this was back a couple of yrs,when they were about to fall in a serious deflationary spiral).It was very blunt and since it was overseas,probably didnt carry any air time.While...

3.24% for me,and 3.03% for mums.Once again the near passive account(moms,1to 2 trades/yr and decently balanced with an income bias)easily trots along in a tight second place to the more aggressive account,more work,more monitoring(that would be me). If my figures are correct,approx 2/3's of...

Soupx, Google up dividend discount model,its important to refrain from drooling.Think about risk,diversify,and utilize what ever bag of tools you understand to quantify a stock purchase.Keep in mind the divvy yield isnt everything,but certainly can be an important aspect of buying.Altria is a...

Re: soupcxan R.E comes in many forms,and ways to own either directly or indirectly.As for the rest of the B.Gross themes,think current fiscal/monetary policy,and take a gander at the $CRB index.Which this week made a new 20 year high,its happening around us but for the most part is like a...

brewer,perhaps its just my style,but i prefer individual stocks with as little controversy as possible or outright indexes(yes lower returns,but far fewer blow ups).Obviously thats hard to do in this liturgeous(sp?) times.I hope it continues to do well for you,and comes thru in spades.That being...

Cash is one way to anticipate inflationary change,but is it the right or best way?If indeed a good defense is a good offense,why not try to protect your portfolio with what Bill Gross calls "reflatables" 1.Commodities and tangible assets 2.Foreign currencies 3.Real Estate 4.TIPS 5.Global bonds...

"don't think I have ever seen as pathetic an excuse for journalism as the crap that MD and TSCM as a whole puts out on PPD. It is very obvious that MD is the tool of interested short sellers."----ROFL! "A Mississippi jury last week found both the company and its founding CEO, Harland...

$100/bbl,sheesh,we got to get past $55 n change first!

In my opinion,its not a matter of "to late",but risk.Energy was a buy $20-30/bbl,now @$47 and given that we are on the cusp of the"in between" season.I.E,in between winter usage and summer SUV season.That being said,experience has shown me to make my buys in the fall,since fall time sees the...

Re: brewer I considered posting this last night in response to shorting the bond market,but declined.Now i feel that i must.MANY,MANY traders and institutions have been CRUSHED or bruised at best calling a top in the bond market.Morgan Stanley is the largest that i know of.If you have no idea...

Yep,strange how everybody will soon be a bond bull.I expec t volatility,but keep in mind the long end of the curve is pure demand,supply is limited as of 2002.Inflation talk(in the hedonic deflator world) should take an about face,as everybody jumps on the long end with enthusiasm.I suspect...