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  1. Battling resistance


    Stocks lost ground yesterday, although the losses weren't created equally. The Dow dropped 89-points, the S&P 500 saw smaller losses, and the Russell 2000 was flat.

  2. The smart money is grinning


    Stocks were mostly lower yesterday but they did close near their highs of the day as the Dow, down over 100-points in early trading, closed down "just" 42. The Nasdaq and small saps closed in positive territory.

  3. Now for the post-holiday


    Stocks rallied nicely on Friday, capping off a big Thanksgiving week where the major indices saw gains close to 4%. The Dow gained 173-points on Friday, but volume was very light, and the bulls will have to prove it was more than holiday action.

  4. Selling into Strength

    The charts for both the Top 50 and the Total Tracker showed stock allocations fall by more than 10% during the market's rally last week. Both groups are now under the 50% mark in total allocations too. Here's the charts:

    Mutual Funds-fund-allocation-~-top-50-chart-3-jpg
    Mutual Funds-2012-top-50-trend-jpg

    We can see the drop in stock allocations for two weeks now, with a corresponding rise in bond and cash allocations.

    Mutual Funds-total-tracker-fund-allocation-jpg
    Mutual Funds-2012-total-tracker-trend-jpg ...
  5. TSP Talk Weekly Wrap Up

    Holiday weeks tend to have a positive bias, but what we saw last week was not typical. We saw big gains with nearly 4% returns in each of the TSP stock funds. The question now of course is, what will a post-holiday market look like?

    Here are the TSP fund returns for the week of November 19 through November 23:

    TSP Weekly Wrap Ups
S&P 500 (C fund)
Dow Completion (S fund)
EFA (I fund)
Bonds (F fund)