I tend to agree. I think the F fund may be my new parking lot.
I think the "F" fund is now in a place to become a much better capital preservation vehicle-
When the interest rates were climbing, the "F" fund was exactly where you DIDN'T want to be.
But now that interest rates seemed to have leveled off, this might be a great opportunity to set some aside and watch it grow, with much less risk than stocks, and more potential upside than the "G".
What do you think? Is it time to start putting some green into "F"?
I tend to agree. I think the F fund may be my new parking lot.
EXACTLY!!Originally Posted by James48843
If the FED will watch their mouths and not scare the "F" away again.
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I kind of monitor the F-fund and the ETF [TLT] over at stockcharts.com. Since about the end of June, early July, those bond funds have been trending upwards according to their 50 day moving averages.
I think it's wise to have a Plan B at this point. I know we are in a (recovering) bullish period presently, hopefully it will continue. However, we are also in a real energy crisis. There is a lot of consumer pain at the gas pumps. Ford has an excessive back up inventory, so much so they are going into production cuts (some 14 plants by 2012). Remember, the F-series was their bread & butter! It's down 28%. GM and other are also feeling the pain. Keep in mind all this has a ripple effect for all the sub-supporting businesses.
Take a look at Wal-Mart [WMT], check out it's trading prices (notice The July 2006 drop).
In yesterdays presidential press conference, Dubya said that the economy was strong and the direction was to stay the course, basically.
What we need to remember is who buys the gasoline for his vehicles. And what was the advice he recieved prior to the war with Iraq.
Hey, that could be Tom's next trivia question! What's the MPG on a Presidential Limo?
Plan A, I guess is to stay the course with the current bull market. But, and, I agree, we definitely need to be researching some alternate funds, that fit into a Plan B.
Regards
Some good points Spaf, Yes I'm thinking both ways, just have to watch and be nimble. The Cease Fire in Lebanon doesn't look like it's doing too well. We have to watch that one close. If it fails BAM, oil prices back up to $78 in a minute and were back where we started, with the War, Iran, Ethiopia and Where are the HURRICANES?Hey Dave! Dave?
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Loose Lips sink the market, again!![]()
Moskow Just had to say something. Now it's the interest rate and inflationary worries again. Not really good for the "F" fund.
+2 cents on F fund today??
Caution to F-funders!!
----------------------------
MARK HULBERT
Too many bond bulls
Commentary: Don't bet that 'this time is different' and rally will continue
By Mark Hulbert, MarketWatch
Last Update: 12:01 AM ET Aug 29, 2006
http://www.marketwatch.com/news/stor...4C1%7D&siteid=
Trading, in its simplest form, is the process of capturing the disconnect between perception and reality.
A while back I mentioned that the F was taken a break....looks like that time is over with the fund still making returns, just not as great....looks like the grass should start growing faster soon....
The Technician (escapades at times as Carnac)
Why are people jumping into F fund today? Bonds are down because of labor report this morning, but as the report on CNN says: "Bond traders will be also be looking closely at the Fed's "Beige Book" survey due out at 2 p.m. ET."
Seems to me that U.S stock will move in the same direction as AGG in responst to Beige book. Either both will be up or both will go down. If up, why not C and S? If down, why not G? What am I missing that could result in stocks down but AGG up?
p.s an answer in the next 4 minutes to make deadline would be nice.
Trading, in its simplest form, is the process of capturing the disconnect between perception and reality.
Not betting on today, betting on tomorrow.![]()
Interesting article Nnuut....
http://money.cnn.com/2006/09/26/mark...ion=2006092608
The Technician (escapades at times as Carnac)
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