Thread: Transfer 8/25 for 8/26/04

Hello,

Fund Advice just changed their model to dip into the QQQs (S Fund). You may of switched at the wrong time (again). Ha ha.

Take care!

MT

I'm getting in today after one week out

Tomorrow thurds. 26 {60-s 40-i}

Hey Tom look like we're playing differente game plan.

And I have the wrong-one

good luck ...

Tom u getting out and I getting in:sI hope we get flat "even"

"no contest for thurds":^

I am thinking about moving more over to the S fund also.

Right now I am85% G, 5%C, 5% S, and 5% I which Imoved over 13 Aug from G and got a little gain going.

But is anyone surprised the airline crashes in Russia has not effected the market?

Anyone think the Rep Convention will be good for the market?

Very hard time to be investing since we can not short only go long.

Good hunting!

MT

This move goes under my category of "playing games." It will be very temporary. I havetaken a lot of crap about my 4% lossthis year, and the only way to beat the indices is to be out when they go down. A healthly (~ 2%) pullback would be good for the market after this recent4% rally.

The week following optionsexpirations week is typically weaker than normal and Thursday is historically the worst of those day (today, Wednesday, is the only positive day). So today may be the day to get out (for tomorrow) if we are going to do it. Plus we may see some nervousness as we approach the Republican convention. Sometime next week I'll be fully invested again. If I'm wrong, I'm still 60% invested.

I know some of you think this is easy (I'm talking about the drunk monkey emails :P) so I encourage anyone to start their own account forum here and show us how it is done.

For the record, in June I was beating all of the funds in return for the year, but Julyblindsided me and there is nothing I can do but look ahead.

Good luck

MarketTimer wrote:

But is anyone surprised the airline crashes in Russia has not effected the market?

I thought it was strange that Russia has come out and said this is not terrorism. They must be pretty smart to come to that conclusion so quickly. I thought I heard the hijack button was hit on one of the flights.

But yes, I expected more of a negative response. Maybe that is the strength of the market shining through.

tsptalk wrote:

I know some of you think this is easy (I'm talking about the drunk monkey emails ) so I encourage anyone to start their own account forum here and show us how it is done. For the record, in June I was beating all of the funds in return for the year, but Julyblind sided me and there is nothing I can do but look ahead.

Good luck

Tom, You haven't lost any credibility with me. I am always interested in what you have to say. I especially like the detail you give behind the logic in your moves. I have read your recent comments and I can see why you would go conservative at this point. I am trying to time on a longer cycle than you however and I am going to let my chips ride in stocks. The only change I am making is to pull out of I and put that in S. I am concerned about the dollar being strong. I'm going to travel the next few days so if something goes haywire in the markets, I can't react but as I said, I am taking a longer view than the next couple of weeks.

I am betting that regardless of oil prices and the Republican convention the general trend from now to the end of the election is up. Once the electorate sees the outcome of the elction, that will inject some certainty into the market and that will be a good time to decide to either 1) ride or 2) take profits.

I've learned a lot on your website and feel like I am a much more informed investor.

At least that's my take.

I's just my opinion and point of view

If the market not went down in options expiration

if the market not went down in oil 45 to 49

if the market not went down in terrorism news

That means the economi still strong

Nowwe past the options, and oil is in the down move from"49 to 44

sO,the market have been flat in those bads time ,May a bad news is

a good news.I think is ready to go up and up.



I agree wich Market-Timer Nice forum to learn u own strategy

But u know how Tom sais THE market is not easy game and play very

difficult.

I follow Tom most of the time and like his writing about the market.

Sometimes I have to go contrarianwhen everybody thing is bad,

then the market hit the roof

I still bullish becouse the market is in the way up.

But not go direct up ,two up and one little down and up again unstill the roof:^

[I hope but who knows]...

I'm staying put!:^

Anyways, oil is down and we're looking greener and greener.

Timer wrote:

I've learned a lot on your website and feel like I am a much more informed investor.

That was my goal Timer. Thanks!

I almost feel forced to make this move because of people emailing me expecting me to beat all of the indices. But I agree, the intermediate term move is up and if you don't make many moves, being fully invested in the stock funds for the intermediate term should be the goal.

Thanks,
Tom