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Land of Milk and Honey

Land of Milk and Honey
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  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #14 [View instapost]
    F

    Parsing every word IS Fed obsessed. I'm not fed obsessed and would ignore it. However, wouldn't you agree there are plenty who ARE fed obsessed, and that effects the market that day / week and even sometimes month?

    You're point of not obsessing is valid. But the market isn't just you, me, and others with the same idea. It's also all those who are obsessed.

    So adding in that obsessive reaction to expectations of what's going to happen ... IS helpful to seeing the picture.
    Apr 1 09:21 AM | 1 Like Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #13 [View instapost]
    FG

    Price action has been effected by Fed speak. Every time they'd speak -- and market would move unnaturally, differently than it would have otherwise. Price action is effected by them, and not operating in isolation.

    Over months price is effected by other (normal) factors. But when planning an entry based on regular market moves -- the effect of their speeches that day / week -- is in discord with being able to pay attention to only price action.
    Apr 1 09:17 AM | 1 Like Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #14 [View instapost]
    FG

    The complaint isn't that QE is or is not effecting the market. It's that Fed speak is effecting it - micro managing it on days / weeks when they speak. That has nothing to do QE itself.
    Apr 1 09:10 AM | Likes Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #13 [View instapost]
    FG

    Along with some of that reason... the manipulation of the market is part of it. Last year it kept confusing my expectations. It wasn't "QE" that I didn't understand & it's positive effects in spite of it's not effecting anything. I sorted that out pretty quickly. It was that everything moved based more on Fed words (usually one or two phrases) when they spoke, than on normal market moves during those weeks / month.

    That's micromanaging. It is one of the reasons this bull is hated.

    ... I had a micromanaging manager once...
    Apr 1 09:02 AM | 1 Like Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #13 [View instapost]
    M

    "The Fed has to stop micro - managing the stock market. That's not their job! "

    I think it's one of the reasons this bull has been "hated." It's hard to plan for normal market behaviors, when someone steps in to maneuver it every time.

    I absolutely don't see them ending tapering unless the economic numbers deeply reflect a need. This was just a micromanage to backpedal from that "mistake" in the last speech.
    Apr 1 08:06 AM | 1 Like Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #13 [View instapost]
    T

    Yet for the longest time the jobs report got a lot of market attention?
    Apr 1 08:02 AM | 1 Like Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #14 [View instapost]
    .

    So how will the election cycle effect the market this year?

    What are you buying in the upcoming rotation sectors:
    energy, commodities, EM, any other sectors?
    Apr 1 12:43 AM | Likes Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #13 [View instapost]
    .

    For new readers, I've moved onto Chapter 14, as this one got long:
    http://seekingalpha.co...
    Apr 1 12:42 AM | Likes Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #13 [View instapost]
    - Has anyone else tried something like this?
    Apr 1 12:41 AM | Likes Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #13 [View instapost]
    Chapter 14 - here it is!

    http://seekingalpha.co...
    Apr 1 12:39 AM | Likes Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #13 [View instapost]
    . FG, All

    So you're saying a lot of funds managers & media speakers are going to cash and cautious.

    On the one hand that indicates we're not at a big top.

    But doesn't it indicate that a lot of people who should have some sense -- are sensing the highs are high, and a pull back should be coming?
    Apr 1 12:35 AM | 1 Like Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #13 [View instapost]
    DD, Cwinn

    It's been an incredibly slow "recovery."

    Back in 2008 I had several real estate agents tell me the low end housing of bankrupcies and short sales would take 7 years to clear out. We're approaching that point.
    Apr 1 12:32 AM | Likes Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #13 [View instapost]
    - jobs report

    market will pay no attention -- why not?
    Apr 1 12:27 AM | 1 Like Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #13 [View instapost]
    - Macro

    So are you selling today against the IWM increase?

    I'm thinking this may well be the start of another rally sequence... a few small down days mixed in... but with the Fed speech, that could keep things going for a while... as long as earnings aren't bad
    Apr 1 12:25 AM | Likes Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #13 [View instapost]
    FG, Tack

    While I agree you've got some data points to debate Macro's data points...

    he's not a frustrated bear.

    They do exist around SA of course... !

    I'm also unsure Macro, if you're bearish on limited overbought sectors... or heavily cautious on the whole market right now.
    Apr 1 12:22 AM | Likes Like |Link to Comment
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