|
PureBytes Links
Trading Reference Links
|
Hello
Before i have retiered ,, (in 1994) I was part of the investment
committee for a MAJOR institution
at that time we ONLY have 400 BILLION under mgmt
and 40 Billion of our own money,,
The way the big money invest is this
They compare the triple A bond yield with the Barrons 50 erarning
yeild
(competition between stocks and Bonds)
and WHEN your yeild is 3-4% bettter on bonds they are only 25% in
stocks
However
as of this fri the competition is ONLY 1.94% above stocks
Which mean they BUY the dips
they will step in to buy Nasdaq@xxxxxxxxx
and Dow @8500-9500
They are now 50% invested and SELLING 10 year bonds in EVERY rally of
16/32 or better
----- Original Message -----
From: "BobR" <bobrabcd@xxxxxxxxxxxxx>
To: <realtraders@xxxxxxxxxxxxxxx>
Sent: Monday, September 03, 2001 4:39 PM
Subject: Re: [RT] There Are No Rules!!
> Let's assume that W. Buffet is correct in that we are in for 8 years of
> stagnation or slow growth. I did not read his exact comments and might be
> in error on the paraphrase. Then lets assume the Dow dividends will
remain
> the same or even decrease. In July they were $174 with the DJIA around
> 10,500 yielding 1.65%. The snp and the dow tend to run into stiff
> resistance at 1.5% dividends. It seems to me that prices are not yet
> reflecting the reality of Buffet's analysis. Nor are they reflecting the
> significant tax selling directly ahead. The olde megaphone is speaking
> rather loudly about a drop to the area between 8000 and 9000 at a minimum
> and that would only bring the yield up to 2%. It just doesn't seem like
too
> far a fetched possibility.
>
> bobr
> http://www.zubee.com
> http://www.oextrader.com/sigma_trader
>
>
> ----- Original Message -----
> From: "Earl Adamy" <eadamy@xxxxxxxxxx>
> To: "Realtraders" <realtraders@xxxxxxxxxxxxxxx>
> Sent: Monday, September 03, 2001 1:11 PM
> Subject: [RT] There Are No Rules!!
>
>
> > I have been reading the Daily Comment columns (left side of main page)
for
> > some months now at http://www.comstockfunds.com/ and have found many to
be
> > interesting, especially since they provide some balance to the constant
> drum
> > of bullishness still found in the media. The latest daily comment "There
> Are
> > No Rules!!" offers a pithy counterpoint to those who argue that the
> oversold
> > technicals (TRIN, A/D, oscillators, etc.) demand an end to the bear
> market.
> >
> > Earl
> >
> >
> > To unsubscribe from this group, send an email to:
> > realtraders-unsubscribe@xxxxxxxxxxxxxxx
> >
> >
> >
> > Your use of Yahoo! Groups is subject to
http://docs.yahoo.com/info/terms/
> >
> >
>
>
> To unsubscribe from this group, send an email to:
> realtraders-unsubscribe@xxxxxxxxxxxxxxx
>
>
>
> Your use of Yahoo! Groups is subject to http://docs.yahoo.com/info/terms/
>
>
------------------------ Yahoo! Groups Sponsor ---------------------~-->
Get your FREE credit report with a FREE CreditCheck
Monitoring Service trial
http://us.click.yahoo.com/MDsVHB/bQ8CAA/ySSFAA/zMEolB/TM
---------------------------------------------------------------------~->
To unsubscribe from this group, send an email to:
realtraders-unsubscribe@xxxxxxxxxxxxxxx
Your use of Yahoo! Groups is subject to http://docs.yahoo.com/info/terms/
|