Page 1 of 262 1231151101 ... LastLast
Results 1 to 12 of 3136

Thread: WorkFE's Account Talk

  1. #1

    Join Date
    Sep 2008
    Location
    Kentucky
    Posts
    5,296

    Default WorkFE's Account Talk

    We are still trading more on sentiment than fundamentals, and the sentiment is that fiscal stimulus will eventually allow the economy to recover. The market is cheap, and I expect the beginning of a recovery in the global economy in the late second half of 09 to the beginning of 10, an average time after reading what most economist believe. I will jump in (feet first) occasionally to pick at the dead bones to make alittle but return to safety shortly after. Most importantly conserve what I have left to be ready when the recovery begins. I am still a majority I but that will change soon as most believe we will be formulating a new bottom. And remember the portion of your portfolio that is in equities depends on two things - your willingness to take risk, and your need to take risk.
    Thanks to all of you who have offered me tidbits here and there. I would still be wondering in the dark without you.

    Let's Roll (Cautiously) and We need Change (No more bail outs)


  2.  
  3. #2

    Join Date
    Feb 2007
    Location
    San Diego, CA
    Posts
    6,999

    Default Re: WorkFE's Account Talk

    Quote Originally Posted by WorkFE View Post
    We are still trading more on sentiment than fundamentals, and the sentiment is that fiscal stimulus will eventually allow the economy to recover. The market is cheap, and I expect the beginning of a recovery in the global economy in the late second half of 09 to the beginning of 10, an average time after reading what most economist believe. I will jump in (feet first) occasionally to pick at the dead bones to make alittle but return to safety shortly after. Most importantly conserve what I have left to be ready when the recovery begins. I am still a majority I but that will change soon as most believe we will be formulating a new bottom. And remember the portion of your portfolio that is in equities depends on two things - your willingness to take risk, and your need to take risk.
    Thanks to all of you who have offered me tidbits here and there. I would still be wondering in the dark without you.

    Let's Roll (Cautiously) and We need Change (No more bail outs)
    Nice sentiments.

    Is that your bike in your avatar?
    THIS IS WHERE I WOULD PUT SOMETHING TO REPRESENT MY THINKING, BUT THEN THEY SHOW UP!
    Tracker =
    Check my position

  4.  
  5. #3

    Default Re: WorkFE's Account Talk

    Welcome WorkFE! Nice start on the autotracker today.
    Tom
    Market Commentary | My Blog | TSP Talk Plus | |

    I am not a Registered Investment Advisor and this is not investment advice. Please do your own due diligence.

  6.  
  7. #4

    Join Date
    Sep 2008
    Location
    West of Atlanta
    Posts
    2,580

    Default Re: WorkFE's Account Talk

    Quote Originally Posted by tsptalk View Post
    Welcome WorkFE! Nice start on the autotracker today.
    +1 Good job!

  8.  
  9. #5

    Join Date
    Sep 2008
    Location
    Kentucky
    Posts
    5,296

    Default Re: WorkFE's Account Talk

    Was the bike 4 years ago. New house, no garage. Wife would not let me put it in the Kitchen.

    Oh well, I was not riding enough anyway.

  10.  
  11. #6

    Join Date
    Sep 2008
    Location
    Kentucky
    Posts
    5,296

    Default Re: WorkFE's Account Talk

    Absolute luck. Thinking I might catch an Inaugeration day bounce. I was fortunate to buy in because of the cliff dive tuesday.

  12.  
  13. #7

    Join Date
    Feb 2007
    Location
    San Diego, CA
    Posts
    6,999

    Default Re: WorkFE's Account Talk

    Quote Originally Posted by WorkFE View Post
    Was the bike 4 years ago. New house, no garage. Wife would not let me put it in the Kitchen.

    Oh well, I was not riding enough anyway.
    I think you made the wrong choice. You got rid of the wrong toy!!!!!
    THIS IS WHERE I WOULD PUT SOMETHING TO REPRESENT MY THINKING, BUT THEN THEY SHOW UP!
    Tracker =
    Check my position

  14.  
  15. #8

    Join Date
    Sep 2008
    Location
    Kentucky
    Posts
    5,296

    Default Re: WorkFE's Account Talk

    Your right, my bike was great, my wife is the best. Should have gotten rid of the TSP years ago.

  16.  
  17. #9

    Join Date
    Sep 2008
    Location
    Kentucky
    Posts
    5,296

    Default Re: WorkFE's Account Talk

    Monday
    Tuesday
    Wednesday
    Thursday
    Friday



    22
    Weekly Jobless Claims

    Dec Building Permits

    Dec Housing Starts

    NICE QUIET DAY
    Dec Leading Indicators

    Dec Existing Home Sales

    20-Year TIPS auction
    27
    Nov Case Shiller Index

    Consumer
    Confidence

    2-Yr Note Auction
    28
    MBA Mortgage Apps

    Crude Inventories

    FOMC Policy Statement
    29
    Weekly Jobless Claims

    Dec Durable Orders

    Dec New Home Sales

    5-Yr Note Auction
    30
    Q4 Emp Cost Index

    Q4 GDP (advance)

    Chicago PMI

    Consumer Sentiment


    At Least we have tomorrow.


  18.  
  19. #10

    Join Date
    Sep 2008
    Location
    Kentucky
    Posts
    5,296

    Default Re: WorkFE's Account Talk

    Boy I jacked that up

  20.  
  21. #11

    Join Date
    Sep 2008
    Location
    Kentucky
    Posts
    5,296

    Default Re: WorkFE's Account Talk

    A lot of companies nixing pay raises this year. Better than the alternative I suppose. Pushed alittle out of the I today into the G. The only good news for tomorrow is there is no news. Maybe get a small upswing and move alittle more to G. Plan to be 80/5/5/5/5 by the end of month. Might do it quicker if it looks like we are headed to 600. A lot of the things you all post points that direction. Would hurt, good buying opportunity, but still painful.
    How many people (% not already doing so) do you suppose were really listening a few years ago when there was a lot of talk about creating your own retirement plan?

    With 4.6 million less people driving to work, I guess we would use less fuel.

    http://money.cnn.com/2009/01/22/news...ion=2009012216

  22.  
  23. #12

    Join Date
    Sep 2008
    Location
    Kentucky
    Posts
    5,296

    Default WorkFE's Account Talk

    The weeks coming up could really tell us a lot as we receive tons of earnings reports. I think most are in agreement that it will turn out to be the toughest quarter for corporate profits in a long time. I donít know about you all but I was mentally tested last week and it is probably going to be more of the same this week. If the markets continue to lose big and bounce back by COB everyday over the next few weeks, to me thatís a sign that potentially a bottom has been set. I am not predicting that will happen, however if it did I would be inclined to have a bit more confidence going forward.

  24.  
Page 1 of 262 1231151101 ... LastLast

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •  
S&P500 (C Fund) (delayed)
WorkFE's Account Talk
(Stockcharts.com Real-time)
DWCPF (S Fund) (delayed)
WorkFE's Account Talk
(Stockcharts.com Real-time)
EFA (I Fund) (delayed)
WorkFE's Account Talk
(Stockcharts.com Real-time)
BND (F Fund) (delayed)
WorkFE's Account Talk
(Stockcharts.com Real-time)

Yahoo Finance Realtime TSP Fund Tracking Index Quotes