bimetalaupt
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Post by bimetalaupt on Jan 20, 2012 1:23:20 GMT -5
It's all good Driftr. Time heals all wounds. And now..... OK KIDS GET READY...THE FLOW THIS WEEK (as of the 11th) IS $11.253 BILLION ...GET READY FOR A NEW STREAK!!!! A++ WE HAVE SEEN A LITTLE MONEY FROM 403K TO HOMES VIA 403LOANS AND 3% 30 YEARS LOANS... NOW WE WILL SEE 1 TRILLION FROM THE FEDERAL RESERVE INTO THE HOUSING MARKET..TULL BROTHERS MIGHT BE THE STOCK OF THE YEAR!! Just a thought, Bruce i wander if Flo needs a date!!!! I have to have my daily dose of FLO!!!!
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Aman A.K.A. Ahamburger
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Post by Aman A.K.A. Ahamburger on Jan 20, 2012 1:38:54 GMT -5
It is a bit lonely around without flo.. Fedwatch would be a great place for that! The home builders have been rocking it so far. BAC profits are up because of loans same with Wells fargo. Shaping up to rebound in a decent way, when it happens.
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Aman A.K.A. Ahamburger
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Post by Aman A.K.A. Ahamburger on Feb 11, 2012 23:19:11 GMT -5
WE ARE NOW IN WEEK 4....WITH PROSPERITY KNOCKING ON THE DOOR! #smoke-pot# Total inflows to long-term mutual funds were $8 Billion for the week....makes you reek with the streak! #smoke-pot# Equity funds...remember those?.... had of $1.69 billion for the week, compared to estimated inflows of $1.17 billion in the previous week....WTF Domestic equity funds had of $1.80 billion, while inflows to foreign equity funds were $108 million.....I say WTF again bat# Hybrid funds, which can invest in stocks and fixed income securities, had inflows of $2.20 billion for the week....compared to inflows of $2.62 billion in the previous week. Bond funds had inflows of $7.50 billion, compared to estimated inflows of $7.67 billion during the previous week....so now you know how many people do make the wrong decisions...its called the "herd mentality" Taxable bond funds saw estimated inflows of 5.87 billion, while municipal bond funds had estimated inflows of $1.63 billion.....nows theres a good decision! #wink+smile# Have a nice day....cause we are getting our way....and recapturing our missing value!
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flow5
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Post by flow5 on Feb 15, 2012 19:05:31 GMT -5
Message deleted by flow5.
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flow5
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Post by flow5 on Feb 15, 2012 19:08:54 GMT -5
Stock's Seasonal Performance:
S&P 500 monthly average performance* (Jan. 1970 - Feb. 2010)
January.......1.0% February...-0.08 March.........0.99 April............1.3 May.............0.76 June............0.29 July.............0.28 August.......0.35 September.-0.89 October.......0.44 November....1.3 December....1.69
The "seasonals" (the holidays), are the result of the FED furnishing an "elastic currency". The FED through their "open market power" have the capability of either adding or subtracting to the volume of money in circulation. Typically the FED begins to add bank liquidity in Oct. and begins to drain bank liquidity in Feb. And when money flows (MVt) peak late, money velocity temporarily spikes later & faster.
Furnishing an “elastic currency” functions like the "real-bills" doctrine. Seasonal loans are not considered inflationary because the banks are financing real things, the value added to a product being the result of extending temporary credit.
Note: the demand for loan-funds by businesses & consumers, & the increase in the volume of currency held by the non-bank public during the holiday season (Thanksgiving, Xmas, & New Years) is always higher than other times of the year. E.g., retailers "can make between 25 and 40 percent of their annual sales in the last two months of the year."
That said, any downswing in the 1st qtr should be short-lived.
Without countervailing intervention, stocks should fall during the May-June period (with the biggest percentage of the drop taking place in June).
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Aman A.K.A. Ahamburger
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Post by Aman A.K.A. Ahamburger on Feb 21, 2012 1:45:23 GMT -5
Great info flow. I like the point about seasonal loans, with the amount of money that is needed to repair the housing market, inflation/interest rates could be very manageable even with all the extra liquid in the system that needs to find a home.
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Aman A.K.A. Ahamburger
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Post by Aman A.K.A. Ahamburger on Feb 21, 2012 1:52:17 GMT -5
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Aman A.K.A. Ahamburger
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Post by Aman A.K.A. Ahamburger on Feb 29, 2012 1:04:04 GMT -5
DON'T BE A DICK-IT'S WEEK SIX OF THE "NEW" STREAK!As the "wave" of money begins to re-enter the markets...for varying reasons....it is important to keep re-allocating and managing the risk Total inflows to long-term mutual funds were $11.90 billion for the week Equity funds had inflows of $1.04 billion for the week, compared to estimated inflows of $3.64 billion in the previous week Domestic equity funds had estimated inflows of $35 million, while estimated inflows to foreign equity funds were $1.01 billion....go figure Hybrid funds had inflows of $2.66 billion for the week, compared to estimated inflows of $2.49 billion in the previous week Bond funds had inflows of $8.20 billion, compared to estimated inflows of $7.05 billion during the previous week.....HELLO CAN YOU HEAR THE FOOTSTEPS OF THOSE ABOUT TO BE TRAMPLED? Taxable bond funds saw inflows of 6.46 billion, while municipal bond funds had estimated inflows of $1.73 billion....love this one! Sorry for the brevity...but there's not too much here we didn't already anticipate...call me at 13,800
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Driftr
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Post by Driftr on Mar 1, 2012 13:28:23 GMT -5
It's all good Driftr. Time heals all wounds. Well here's hoping FTIs wounds heal and he chooses to come back some day.
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beenherebefore
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Post by beenherebefore on Mar 1, 2012 16:54:02 GMT -5
Franky, is dat U?
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The Virginian
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"Formal education makes you a living, self education makes you a fortune."
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Post by The Virginian on Mar 1, 2012 18:08:44 GMT -5
He's been Perma Banned - We are posting his monthly updates under " FTI in Abstention" - You can't silence the Truth!
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beenherebefore
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Post by beenherebefore on Mar 1, 2012 18:40:01 GMT -5
ROTF!!!! THANKS!
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Driftr
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Post by Driftr on Mar 2, 2012 9:16:28 GMT -5
He's been Perma Banned - We are posting his monthly updates under " FTI in Abstention" - You can't silence the Truth! Who perma-banned him? What I took from his answer on the previous page was he decided to walk away from notmsnmoney. Would someone please explain WTF actually happened to FTI? I may think he's a little too optimistic from time to time, but his presence is certainly missed.
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Deleted
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Post by Deleted on Mar 2, 2012 13:13:08 GMT -5
Not That I understand why, But this is what I Understand. Somthing happened (Probably a Complaint) That Involved Proboards Directly. Proboards Directed The Head Admin (Moon) to Notify all Staff that He (FTI) was not allowed back. Proboards is the one who Pulled His ticket.
DI - IBB ADMIN
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Driftr
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Post by Driftr on Mar 2, 2012 13:39:16 GMT -5
Thank you DI. That sux.
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Aman A.K.A. Ahamburger
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Post by Aman A.K.A. Ahamburger on Mar 2, 2012 23:36:07 GMT -5
That is precisely what happened DI (Driftr) it was a MAJOR complaint, that involves SERIOUS LEGAL ramifications and to keep moon out of certain Veteran posters BS from MT, we are set up like this for the time being.
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Driftr
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Post by Driftr on Mar 5, 2012 9:34:55 GMT -5
Pos MFing CSers!
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Aman A.K.A. Ahamburger
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Post by Aman A.K.A. Ahamburger on Mar 6, 2012 0:55:12 GMT -5
I know that Driftr has a pretty sweet corporate bond fund that he mention a while back.. I can't wait for some higher intrest rates.. I guess they feel safe getting less than 1%....
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Aman A.K.A. Ahamburger
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Post by Aman A.K.A. Ahamburger on Mar 6, 2012 0:56:58 GMT -5
OK...as we get long in the tooth of this rally there will be many (and there are already) who doubt this move...may "I" state the obvious: ....WE ARE ONLY RETRACING GROUND ALREADY COVERED....AS VALUATIONS RETURN TO WHERE THEY ALREADY WEREHOW MANY TIMES HAVE YOU HEARD THIS WEEK...AND LAST....THAT THIS COMPANY AND THAT COMPANY HAS MADE A NEW...OR RATHER A HIGH (like Microsoft at $32) from 07 or late 08?
RETRACEMENT OF VALUATION IS AFFIRMATION OF RECOVERY "I"AM IN HEAVEN 'CAUSE IT'S WEEK 7 OF THE 'NEW" STREAK!!!!!Total inflows to long-term mutual funds were $10.79 billion for week 7 Equity funds had inflows of $809 million for the week, compared to estimated inflows of $1.04 billion in the previous week....as long as it's going our way! Domestic equity funds had estimated outflows of $322 million, while estimated inflows to foreign equity funds were $1.13 billion....WTF is that? Hybrid funds had inflows of $1.60 billion for the week, compared to estimated inflows of $2.66 billion in the previous week. Bond funds had estimated inflows of $8.38 billion, compared to estimated inflows of $8.20 billion during the previous week.....who are these retarded investors? Taxable bond funds saw estimated inflows of 6.96 billion, while municipal bond funds had estimated inflows of $1.42 billion....that's nice The gains in the market are dwarfing metals and other asset classes...once the masses see that the markets have come back...they will be just in time to get slaughtered in the next correction!
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Driftr
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Post by Driftr on Mar 6, 2012 13:53:33 GMT -5
I know that Driftr has a pretty sweet corporate bond fund that he mention a while back.. I can't wait for some higher intrest rates.. I guess they feel safe getting less than 1%.... I have some PTY in my IRA. Just messed around with it to see what it did over time. I think it's yielding around 7%. Although the value is increasing, I expect it to srop when Ben stops the free money train some day. Also have some PMX (munis) in our brokerage. Just bought the two on a whim when looking at monthly income producers. Even when I add PTY & PMX together they were less than 1% of our IRAs and brokerage combined balance.
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The Virginian
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Post by The Virginian on Mar 6, 2012 18:14:36 GMT -5
I sold all bond funds in Jan. - Not taking any chances with them. The only ones producing returns are high risk and we see what happened to GM bond holders. Now with the European mess didn't want to take any chances.
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Aman A.K.A. Ahamburger
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Post by Aman A.K.A. Ahamburger on Mar 7, 2012 1:00:57 GMT -5
That's what I thought Driftr.. I've asked moon to move the corporate bond thread from MT here for the future if need be... A great idea, IMO, if you were into high risk with some profit V.. I hear ya wxyz... The best way to lose money is to follow the heard...
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Aman A.K.A. Ahamburger
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Post by Aman A.K.A. Ahamburger on Mar 8, 2012 23:53:27 GMT -5
"I" don't know about James Bond...but the bond trend continues..... "I"F you appreciate the Tate and have a friend of either Kate or Nate...don't be late...head for the gate...DO NOT HESITATE...DO NOT WAIT...there is NO time to even mate!!!!! You see...we have a date...with fate...because it does not matter if you ate the bait....you can not hate this market...you must watch the rate!!! "ISN'T IT GREAT?..IT'S WEEK EIGHT...OF THE STREAK OF THE FREAK'N WEEK!!!!Yes friends it's hard to see where this market is going when your head has been up your ass for the last three years....that's why "I" appreciate this crowd..."OH you say this column goes out to other boards"?...well then "I" like all of you except the decayed one Here's what we got Total inflows to long-term mutual funds were $5.51 billion for the week Equity funds had outflows of $2.84 billion for the week, compared to estimated inflows of $782 million in the previous week. Domestic equity funds had estimated outflows of $3.06 billion ....while estimated inflows to foreign equity funds were $226 million. Hybrid funds had inflows of $1.65 billion for the week, compared to estimated inflows of $1.55 billion in the previous week. Bond funds #goodbad# ...had inflows of $6.70 billion, compared to estimated inflows of $8.12 billion during the previous week...far less people attempting suicide than previously believed Taxable bond funds saw estimated inflows of $5.57 billion, while municipal bond funds had estimated inflows of $1.13 billion...nice move #smoke-pot# Crazy shit going on...don't be distracted with Greece...use some common sense...how could a country which has had a negative GDP for the last couple of years have any effect on us?...it could wipe out some bank portfolios....but were good Look for a convincing move to new highs in the next two weeks
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Aman A.K.A. Ahamburger
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Post by Aman A.K.A. Ahamburger on Mar 10, 2012 0:15:49 GMT -5
No doubt. I don't think that having an opinions on the direction of the markets makes you a market timer, the best long term investors are market SPECTATORS.. Stealth rally on Garth..
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rovo
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Post by rovo on Mar 12, 2012 13:14:07 GMT -5
re: Outflow from Equity funds.
Is it possible we are seeing a large shift from Mutual Funds to individual stocks and ETFs? I've been out of Mutuals for years since the returns lag the ETFs due to costs involved with managing the funds.
A rationale behind this is: if the outflows are big the market should decline. The market is not declining and, as such, money is entering the market from somewhere or somehow.
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Aman A.K.A. Ahamburger
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Post by Aman A.K.A. Ahamburger on Mar 13, 2012 2:47:00 GMT -5
Makes sense to me. The money has to be going into the market somewhere and I have read that in Canada ETF investing is way up in the last couple year, whereas it was almost exclusively MF before. I also notice a lot of articles in the national paper talking about dividends, this is also new.
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Aman A.K.A. Ahamburger
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Post by Aman A.K.A. Ahamburger on Mar 13, 2012 12:19:32 GMT -5
LOL, I always make spelling mistakes when I'm chatting with ya Rovo. Sorry about that. ETF investing is on the rise and it seems like money wants to flow from gold to stocks.
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Aman A.K.A. Ahamburger
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Post by Aman A.K.A. Ahamburger on Mar 17, 2012 1:40:57 GMT -5
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Aman A.K.A. Ahamburger
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Post by Aman A.K.A. Ahamburger on Mar 22, 2012 12:06:18 GMT -5
IT'S LIKE ZEN-WEEK 10 OF THE NEW STREAK OF THE FREAK'N WEEK!!!!Yes it is indeed week ten...which "I" told you when...it was not about the yen...or the PIIGS in the pen...or even the hen(s) but rather men; like Len and Ken...sometimes Jen....NO make that Ben...who comes out of his den....and must be practicing zen.....or having sex with wrens(OH that "I" would like to see) MORE confusion as people ponder the meaning of a Chinese slow down...a European recession and the rest of the world getting backed up with demand from the middle east that is in a melt down. Total inflows to long-term mutual funds were $7.76 billion for the week ended Wednesday, March 14. Equity funds had outflows of $2.57 billion for the week ......compared to estimated outflows of $228 million in the previous week....WTF? Domestic equity funds had estimated outflows of $2.88 billion, while estimated inflows to foreign equity funds were $306 million.....tell mw now how fucked up is that? Hybrid funds,had inflows of $1.24 billion for the week, compared to estimated inflows of $1.48 billion in the previous week.....now that amkes sense Bond funds had inflows of $9.10 billion, compared to infflows of $10.74 billion during the previous week....that is as whacked as equities Taxable bond funds saw inflows of $7.77 billion, while municipal bond funds had estimated inflows of $1.32 billion.....this "I" understand Keep your eyes on our prize and you won't be surprised by the rise of the markets as they reach for the skies
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Aman A.K.A. Ahamburger
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Post by Aman A.K.A. Ahamburger on Apr 4, 2012 22:46:41 GMT -5
WERE IN HEAVEN...ITS WEEK 11 OF THE NEW FREAK'N STREAK OF THE WEEK!!!Yes my friends....with the DOW up 1,000 points the very first quarter of the new fucking year we have much to give thanx for With our engines rev'n...were making bread that ain't leven, this ain't week seven...no...no... its week eleven...and we are most definately in heaven...for the inflows this week were.............Total inflows to long-term mutual funds were $6.40 billion for the week...FUCK'N "A"man! Equity funds had outflows of $1.08 billion for the week...this is a phenom...that don't equate, compared to outflows of $2.58 billion in the previous week. Domestic equity funds had outflows of $1.79 billion, while estimated inflows to foreign equity funds were $713 million...fucking flies in the face of reality Hybrid funds had inflows of $1.82 billion for the week, compared to estimated inflows of $1.24 billion in the previous week.../.things are picking up as those toes tip toes to the water Bond funds had inflows of $5.66 billion, compared to inflows of $9.10 billion during the previous week. Taxable bond funds saw inflows of $5.80 billion, while municipal bond funds had outflows of $135 million.....we see this as a water shed moment Follow the news but not too closely or you will miss the moves up as most appear ghostly...you will see it's not about what you think as much as what has already occurred to set the wheels in motion as the markets already feel and see all about his notion
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