EOQ = End of Quarter, by the way.
Perhaps we should call rebalancers, "remodelers" to correspond with the painters (i. e., tape painters) and window dressers who predominate the tape in the final week of the quarter. I think remodelers predominate the last few days of every month. I noticed that a few months ago and said I'd monitor it. I've seen enough evidence to convince me. At least for commodity-stock rebalancing - ooops, remodeling. Thanks, Frosty, for pointing out the stock rebalancing in yesterday's comments. I'm very distracted this week and hadn't put those facts together this week.
Bud gets the golden exegete award. [ I wonder what shape that should be ? ;-) ] His observation and questioning of, "working people got lobbyists" [ lolol - that still has me cackling ] was exquisitely existential and then finding they were Wall Street piranhas seeking a bailout was a fine example of exegesis. [see early comments from yesterday]
Crude is over $70 as I write.
Futures are down on a London bomb that was found before detonating. Good job, London police.
It's still a bull market. Use time diversification and rebalancing for your Krypto Fund. Find good stocks for your Alpha Fund. I thnk we grind higher or base awhile, then ramp up. Good entries might present themselves.
PS: Sheesh, my dog Spike is crazy about strawberries. She's pestering me endlessly this morning for MORE!
PPS: Santelli said year over year core PCE was 1.9%. That's an excellent number. :-)) The downtick and downtrend continues. Disinflation rules ! That's a very bullish number !
P^3S: And I like the subdued reaction. More wall of worry. Excellent number and reaction. The bump & grind up. :-))
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34 comments:
It seems that $3 gas is not gonna effect summer vacations. I think the public has adjusted to that number. 4 is probably the 'new' 3.
when ricky bobby was a kid, gas was 34 cents a gallon.
"when i wake up in the morning i piss excellence" lol
I remember 29 cent gas. :-(
Yes, I agree, Bud. Or $5.
How come I don't see the 'smileys' or expressions in the comments ( or on the main page)? Do i need to adjust my setttings?
Ricky bobby was a bit dissapointing. Good ....but old school and anchorman are my fav will ferrell flics. Haven't seen bladesofglory yet.
good luck mern.
I see the characters making the smiley, but the system doesn't seem to turn them into true smileys.
I'm a bit of a novice on the settings for the site. I need to learn more about that. Maybe next week or next weekend, I'll experiment.
Good luck today mern....
morning
good luck mern
Tuesday half day setting up HOKU-mania???..lol
Mern gonna need more than good luck to get this job. He needs some 'clean urine'.
London bomber ran from the scene..arent all streets covered by closed circuit tv?//..hope he went wee wee wee and ran all the way home.
Spike asking for berries...very impressive...I once had a dog I taught to indicate he wanted out by teaching him to say woof...could never get the dumb ass to say dog food when he was hunger though..lol
bub, still time to accept for the 4th...would it entice you if I set you up with a cute hillbilly gal...I just need to know if you like them with or without teeth.
I think I'll buy my iPhone next week midday when the Z-ers are at work .... oops, they don't work. Uh oh. ;-)
USDA says farmers planed more 2-3% corn than expected and less soybeans.
I added to my corn & nat gas. Probably dumb. I figure everything bad is in now. I don't think the yeilds will be there on that extra corn. Very risky here. DON'T OVERLEVERAGE.
Cocoa, wheat working OK. Just holding.
Without teeth, pierced nipples and klan tattoes all over her....my kind of hillbilly slut.
Killing any animals this weekend Frosty?
ROFL...klan tatts
Bunkerman...can add any color to that nat gas buy....appreciate it.
SPAR...bub sharpening those bear claws on the US mitlitary machine.
bunkerman you kidding with the i phone? should a guy living all bunkered up have an i phone?
I want to carry ONE device. I don't have to turn it on all the time, so 'they' can track me with the transponder in it.
But I'd like to be able to listen to my Glenn Miller CDs when I want. Also books can be downloaded to it. Books on CD are great.
I'm not always in my bunker. Hehe. I have to scout around some.
Frosty, the beefer short is huge in nat gas, a massive record. So I'm trying to trade out of my losses and make them up on a rally. I figure we get a heat wave scare in July to force them to cover some.
2 hour interview where they said everything but u start monday.
seems like a gud op. paid vacations, health insurance, etc and my boss is 30 only been there 3 yrs and makes 100k.
compliance is getting bigger and bigger.
thx guys
agree ricky bobby a little disapointed but it has its moments. gary cole is the best, in the movie
anchorman the best. his cameo in wedding crashers is his best performance. "im just living the dream!" ROFL
mern...you won't last...I give you two weeks and you will be back in the bunker, playing with your head in the easy back oven and trading like a mad man.
I'll have to re-post that joke about farmers again some day. And the game theory analysis of their behavior. They act completely sub-optimally.
rofl Frosty....
what does a compliance officer do on a day to day basis mern?
do you get to wear a hat,badge and gun??
numchucks?
speaking of nat gas check out CHNG...12345 on good V...growth looks good 08' forecast 1.12, 1.39 09'....forward pe under 4...chart shows solid support at 3.5.
Wierd action. Lots of fear out there. Santelli mentioned the CDO pricings at EOQ. That might be something. I value one of those for an old client every Q - get paid $$$ :-) So it means something. If some dope has the lower classes on margin, they're doomed.
Seems like more margin calls or more protective selling. Or window dressing getting stuff off the books.
I'll buy (add) a serious dip (S&P futures). I think the news is solid and earning will be good.
BX coverd a good chuck into that nice rinse 28.80, heck of a call bud...the machines are working overtime today.
basically u r the IA of stockbrokers. u catch rogue brokers, ie spy on them. suppoesedly thats stressful
LMAO!
$NDX opened june at 1934 and closed at 1934...long live the VIX uptrend...lol...have a good weekend gang.
ohh..I see mern..kind of like Lt Bookman.....just replace stock..for book..lol
"Let me tell you something, funny boy... You know that little stamp? The one that says New York Public Library? Well, that may not mean anything to you, but that means a lot to me. One whole helluva lot. Sure, go ahead, laugh if you want to. I've seen your type before -- flashy, making the scene, flaunting convention. Yeah, I know what you're thinking... Why's this guy making such a big stink about old library books? Let me give you a hint, junior. Maybe we can live without libraries, people like you and me.... Maybe. Sure, we're too old to change the world. What about that kid, sitting down, opening a book right now in a branch of the local library and finding pictures of pee-pees and wee-wees in The Cat in the Hat and The Five Chinese Brothers. Doesn't he deserve better? Look, if you think this is about overdue fines and missing books, you'd better think again. This is about that kid's right to read a book without getting his mind warped. Or maybe that turns you on, Seinfeld... Maybe that's how you get your kicks... You and your goodtime buddies... I've got a flash for you, joy boy. Partytime is over."
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