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  1. Buyers Pile In

    After defying the historical odds for a rally pre and post-holiday, the market stayed true to form by reversing its course to begin the new week. And as usual, the retracement was fast and deep.

    Transfer 5/20 for 5/21/04-stock-rally-time-jpg

    Market strength began overseas, where word of a new eurozone fiscal pact was making headlines. The pact could make financial agreements legally binding and enforceable. There was also reports that the IMF is putting together a financial lending ...
  2. Thanks, but no thanks


    Last week the stock market suffered its worst Thanksgiving week since 1932. Every trend, tendency, seasonal bias, and extreme indicator reading was thrown out the window, and the market did what it wanted to do, which apparently was to go down.

    The Dow lost 236-points on Wednesday and, after being up 104-points early, closed down 26-points in the abbreviated trading session on Friday.

  3. Moving in Opposite Directions

    This week, the herd once again increased their collective stock exposure (albeit modestly), while the Top 50 dropped their overall exposure by a significant measure.

    The I Fund is a special bargain-angry-bear-jpg

    Here's the charts:

    The I Fund is a special bargain-2011-fund-allocation-~-top-50-chart-3-jpg
    The I Fund is a special bargain-2011-cash-stock-exp-~-top-50-chart-1-jpg

    The Top 50 dropped their stock exposure from 43.72% last week to a much more modest 29.86%. I suspect a number of Top 50 folks dropped off the list as some G ...
  4. TSP Talk Weekly Wrap Up


    Not Your Traditional Thanksgiving Week

    Stocks were pummeled during the normally bullish Thanksgiving week. It was the worst Thanksgiving week since 1932.

    Europe can't get out of its way, the U.S. can't figure out how to cut the deficit, and the collapse of the hedge fund MF Global is still sending shock waves throughout Wall Street.

    Let's make this quick during our holiday weekend.

    For the TSP, the C-fund lost 4.66%
    TSP Weekly Wrap Ups
  5. Sentiment Survey Results: Nov. 28 - Dec. 04

    TSP Talk Sentiment Survey results for the week of 11/28/11- 12/04/11

    Hold: The TSP Talk Sentiment Survey came in at 44% bulls, 49% bears, for a bulls to bears ratio of 0.90 to 1. That is a neutral reading in a bear market which means the system will remain 100% G Fund for the week of 11/28/11 - 12/04/11.

    Bear market rules are in affect 8/22/11:

    See latest survey results

    To discuss or comment on the Sentiment Survey, go to Sentiment Survey Talk ...
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