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GTO1970
10-01-2004, 07:35 PM
Did anyone (including Tom) get the urge to hit the button that says

* PUT THE CASH IN THE G FUND PLEASE

about 11:45 I was ready to hit the G Button for 100%

I vote we have days like this for now on

GTO:cool:


And yes I got my allocations right this time

22%C 150%S & 28%I

Mike
10-01-2004, 11:33 PM
150% S? Holy crap man, you're 200% invested. :shock:

tsptalk
10-01-2004, 11:55 PM
GTO1970 wrote:
And yes I got my allocations right this time

22%C 150%S & 28%I

:l You'll get it right GTO.

Actually I didn't get the urge to go G fund. I had a few emails from people asking if they should. Like I have been saying, this market appears to me to be a wound coil waiting to let loose. Today was only the start. I think pulling out, especially at the first signof weakness, will make usmiss out on some nice days like today. We are concluding the earnings warning season andgetting ready for the actual earnings. The market is clamoring for good news and will react very positively when it gets it. I think poor reports will be greeted with "ho hum" and good reports willtrigger big days.

The market is acting well and volumepicked up very nicely. Sentiment was way down.Let's ride this bull wave for all it's worth.

TheProphet
10-02-2004, 12:11 AM
Tom,

Your sesonality charts indicates next week bullish...

but the following bear...

the parallel 1999 year also indique a bear week comming...

so I will be prepare to move back into the G next week

but to jump back into the S fund after the correction...

Leon

Spaf
10-02-2004, 12:47 AM
Hi guys!

Ending September 2004. Manufacturing is growing. Construction is up. Sentiment is concrned with oil and job growth. If the market is trending up,.. then lets ride it. We can always parachute to the G fund. Right now we need to focus on the big picture and monitor the market. I realize that the prior cycles have given us a roller coaster effect since Feburary and may have confused allocation issues. The market changes..., maybe we are in a upturn, maybe not, but indicators for now are positive. Tomorrow is another day, another analysis, another reason to stay informed. When I go on vacation I'll go buy-and- hold, or go 100% G fund. Otherwise I'll be seeing what U guys have to say (sentiment), along with the stats. Thats my plan! And, will be sharing information with you.

Be careful out there!

GTO1970
10-02-2004, 09:14 AM
Mike wrote:
150% S? Holy crap man, you're 200% invested. :shock:


Yes it is right I have two TSP accounts

Effective Friday

FERS 22c,50s & 28i

MIL 100%s

equals 200%

:!GTO

tsptalk
10-02-2004, 10:33 AM
lkatteng wrote:
Tom,
Your sesonality charts indicates next week bullish...
but the following bear...
the parallel 1999 year also indique a bear week comming...
so I will be prepare to move back into the G next week
but to jump back into the S fund after the correction...

Leon

I learned my lesson not to get to dependent on seasonality charts. I was burned alot earlier this year. I keep bringing up July because I got crushed even though the seasonality chart looked great. The S fund lost 5.5% in July and look at this chart...

http://www.tsptalk.com/images/seasonality_july.gif
Chart provided courtesy of http://www.sentimentrader.com (http://www.sentimentrader.com)

Mike
10-03-2004, 01:27 AM
That chart (combined with my delusional optimism) is why I'm up only 2.55% this year instead of 7-8%. Damn you Tom. ;)

Note: the September jobs report comes out on Friday. This is important for two reasons: 1) it'll tell us whether or not last month met expectations, and 2) it will include revised numbers for previous months. Remember, the last jobs report revised both June and July's numbers upward. If this trend of upward revision continues, it'll paint a more positive economic picture, which in turn gives Bush a better shot at re-election - which could really give the market an upward push.

I wonder if it's possible to keep the bearish sentiment high in spite of the presence of an on-going rally? Maybe we should start mass-emails telling random investors that the market is bearish. :P

tsptalk
10-03-2004, 02:04 PM
Mike wrote:
That chart (combined with my delusional optimism) is why I'm up only 2.55% this year instead of 7-8%. Damn you Tom. ;)

Exactly! Me too.

TheProphet
10-03-2004, 03:24 PM
Historically, C, S, F funds had performed better than G...

It is wise to maximize... and move to G when they stock goes donward... :^

TheProphet
10-03-2004, 03:32 PM
Iwill stay with the seasonality charts...

100% C FOR NOW...:^