Thanks so much JTH. I look forward to your updates every week. So helpful!
FS
It's been a long but productive week, I've moved out of the hotel and into an apartment. Once my household goods get here, it will be nice to get my monitors back vs. working on an 11" laptop. Needless to say, I'm exhausted, so this blog will be a bit shorter then usual.
Miscellaneous: In case you haven’t noticed W4500 has outperformed SPX over the past 5 days, perhaps this is the beginning of a much needed rotation?
2015 - Week 48 - MISC.png
Trading the Stats:___December & Week 48
Retired, 10G/90C_ BLOG: Stats for April, 2024 Stats
Thanks so much JTH. I look forward to your updates every week. So helpful!
FS
FogSailing
Try to learn something about everything and everything about something.
Don't care for this volaitle price action we've been seeing recently, so I'm stepping into the G-Fund
JTH EoB Today 100G
JTH-ALPAFS EoB Today 100G
Last edited by JTH; 12-03-2015 at 10:55 AM.
Retired, 10G/90C_ BLOG: Stats for April, 2024 Stats
All I can figure is post-Yellen/pre-rate increase fear ... basically "selling the news." As we know, bond price moves inversely to interest rates. Well, when the Fed's words came in yesterday, benchmarks like 10 and 20 year treasury bonds jumped by something like 2-3%. If that holds, everything before them is worth a lot less as a I understand it, so older bonds are getting dumped hard.
Only thing saving anyone in the F-Fund is that it's an aggregate bond fund. There's a whole lot of stuff in there besides 10-year treasuries, so it's much less susceptible to big bond market swings. 0.5 to 1.0% is bad, but a lot better than a single day 3% loss being felt elsewhere in bond markets. One article said you could compare this to the DOW shedding 500 points in one session. But, I guess bonds are boring so nobody cares that they just crapped their drawers.
My posts are not advice. It's just my ideas from stuff I read, open to feedback from others. Be critical. Do your homework. // Currently: 50C/50I; 12-mo PIP: 12.05%.
ALPAFS is still on a sell, with SPX/W4500/TRAN/NDX all giving bearish price objectives.
I'll be keeping a close eye on the markets, looking for that ideal entry point (which I haven't gotten much in 2015)
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Retired, 10G/90C_ BLOG: Stats for April, 2024 Stats
JTH
love yer posts
Let us know when you see the IDEAL entry
Retired, 10G/90C_ BLOG: Stats for April, 2024 Stats
Retired, 10G/90C_ BLOG: Stats for April, 2024 Stats
Thanks again JTH for the great information. Looking at how things have shaken out in November and so far this month...the bots must be reading the historical data and coming out with contrarian strategies. So often it seems like the history says "up" and the market has gone down or vice versa. Wish I could be a fly on the wall in the bots server room..
FS
FogSailing
Try to learn something about everything and everything about something.
JTH-ESD moves into the F-Fund
Retired, 10G/90C_ BLOG: Stats for April, 2024 Stats
I saw you stated you would make the F Fund move on your blog. Back into S Fund COB the 15th. Is that date seasonal/stats based or biased by FOMC? Or Both? Thanks.
S&P500 (C Fund) (delayed) (Stockcharts.com Real-time) |
DWCPF (S Fund) (delayed) (Stockcharts.com Real-time) |
EFA (I Fund) (delayed) (Stockcharts.com Real-time) |
BND (F Fund) (delayed) (Stockcharts.com Real-time) |
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Yahoo Finance Realtime TSP Fund Tracking Index Quotes |
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