D333GS's Comments D333GS's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/49307/comments With Chrysler in bankruptcy and GM (GM) on the rocks, extended plant shutdowns are bad news for parts suppliers. Investors have shrugged off the dangers, but Barron's suggests anyone who has made a sizable gain might want to think about pulling out. http://seekingalpha.com/news/market_currents/post/23889?source=feed#comment-497507 497507 Makes sense & hard to understand why some related stocks have jumped as much as 400 %, IE American Axle

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Sun, 10 May 2009 09:23:39 -0400 Makes sense & hard to understand why some related stocks have jumped as much as 400 %, IE American Axle

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With Chrysler in bankruptcy and GM (GM) on the rocks, extended plant shutdowns are bad news for parts suppliers. Investors have shrugged off the dangers, but Barron's suggests anyone who has made a sizable gain might want to think about pulling out. http://seekingalpha.com/news/market_currents/post/23889?source=feed#comment-497491 497491 stockcharts.com/h-sc/u...]]> Sun, 10 May 2009 09:12:10 -0400 stockcharts.com/h-sc/u...]]> On the Necessity of Using Limit Orders: GSG Price Spike http://seekingalpha.com/article/126962-on-the-necessity-of-using-limit-orders-gsg-price-spike?source=feed#comment-433207 433207 Fri, 20 Mar 2009 05:10:29 -0400 Super Cycle Critical Point http://seekingalpha.com/article/106293-super-cycle-critical-point?source=feed#comment-415570 415570 Fri, 06 Mar 2009 07:23:18 -0500 Super Cycle Critical Point http://seekingalpha.com/article/106293-super-cycle-critical-point?source=feed#comment-415567 415567 I am very happy to have found your work which I an now reading.

Super cycle !
Well ...At 682 on the S&P I guess the super cycle is confirmed.
A couple of questions if I may:

Is the supercycle a P/E Valuation cycle?

How does a $INDU P/E low in 1975 vs $SPX P/E low 1981 interact?

Looking at the S&P the Valuation cycle is aprox 30 years,in this chart
www.crestmontresearch....
P/E trough to peak looks like 1981 to 2000 . If this is a 30 year cycle and the peak is leaning fordward by five years , we should see a bottom 2011 aprox? The reason I ask is this article which places the middle of the cycle at the P/E peek and sees a bottom 2015 aprox
www.bmonesbittburns.co...

Will Gold signial something value wise?
stockcharts.com/h-sc/u...=$SPX&p=M&st=1...

Your Level 2 is also an important fib level 61.8 using 1980 as the base:
stockcharts.com/h-sc/u...=$SPX&p=M&st=1...


Thanks so much
John Francis
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Fri, 06 Mar 2009 07:19:57 -0500 I am very happy to have found your work which I an now reading.

Super cycle !
Well ...At 682 on the S&P I guess the super cycle is confirmed.
A couple of questions if I may:

Is the supercycle a P/E Valuation cycle?

How does a $INDU P/E low in 1975 vs $SPX P/E low 1981 interact?

Looking at the S&P the Valuation cycle is aprox 30 years,in this chart
www.crestmontresearch....
P/E trough to peak looks like 1981 to 2000 . If this is a 30 year cycle and the peak is leaning fordward by five years , we should see a bottom 2011 aprox? The reason I ask is this article which places the middle of the cycle at the P/E peek and sees a bottom 2015 aprox
www.bmonesbittburns.co...

Will Gold signial something value wise?
stockcharts.com/h-sc/u...=$SPX&p=M&st=1...

Your Level 2 is also an important fib level 61.8 using 1980 as the base:
stockcharts.com/h-sc/u...=$SPX&p=M&st=1...


Thanks so much
John Francis
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Macquarie Infrastructure Trust: Use It Only as a Portfolio Diversifier http://seekingalpha.com/article/108279-macquarie-infrastructure-trust-use-it-only-as-a-portfolio-diversifier?source=feed#comment-316237 316237
Many thanks

John]]>
Thu, 27 Nov 2008 11:10:48 -0500
Many thanks

John]]>
Chip Stocks Caught in Microchip Backdraft? http://seekingalpha.com/article/80950-chip-stocks-caught-in-microchip-backdraft?source=feed#comment-184254 184254 Thu, 12 Jun 2008 12:07:34 -0400 Chip Stocks Caught in Microchip Backdraft? http://seekingalpha.com/article/80950-chip-stocks-caught-in-microchip-backdraft?source=feed#comment-184251 184251 stockcharts.com/h-sc/u...=$SOX&p=W&st=1...

stockcharts.com/h-sc/u...=$SOX:$NYA&p=W&...]]>
Thu, 12 Jun 2008 12:06:36 -0400 stockcharts.com/h-sc/u...=$SOX&p=W&st=1...

stockcharts.com/h-sc/u...=$SOX:$NYA&p=W&...]]>
Chip Stocks Caught in Microchip Backdraft? http://seekingalpha.com/article/80950-chip-stocks-caught-in-microchip-backdraft?source=feed#comment-184100 184100 stockcharts.com/h-sc/u...=$SOX&p=W&st=1...

And per performance VS the general market, it has been in a down trend.
In this ratio/performance (The $SOX has bounced off it's all time low , starting it’s first bull run?)
stockcharts.com/h-sc/u...=$SOX:$NYA&p=W&...

This is a horror story! Do you have any insight as to what the fundamental (s) problem is?

Thanks

John Francis


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Thu, 12 Jun 2008 09:55:49 -0400 stockcharts.com/h-sc/u...=$SOX&p=W&st=1...

And per performance VS the general market, it has been in a down trend.
In this ratio/performance (The $SOX has bounced off it's all time low , starting it’s first bull run?)
stockcharts.com/h-sc/u...=$SOX:$NYA&p=W&...

This is a horror story! Do you have any insight as to what the fundamental (s) problem is?

Thanks

John Francis


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Thursday Outlook: Through the Looking Glass http://seekingalpha.com/article/66420-thursday-outlook-through-the-looking-glass?source=feed#comment-120063 120063 Thu, 28 Feb 2008 07:17:39 -0500 DBV: Out Too Early, But No Regrets http://seekingalpha.com/article/28511-dbv-out-too-early-but-no-regrets?source=feed#comment-81982 81982 What do you see it doing now?]]> Fri, 02 Mar 2007 11:11:22 -0500 What do you see it doing now?]]> Using the Double-Short ETFs (QID, SDS, MZZ, DXD) http://seekingalpha.com/article/13650-using-the-double-short-etfs-qid-sds-mzz-dxd?source=feed#comment-81738 81738 If I have it right, the QID will move in the opposite direction by about twice . If the QQQQ goes down or up $1 the QID will move $2 aprox.

Is this right?

OR

does the QID move equally in the opposite direction $1 for $1 aprox BUT in your trading account you show a gain or lose of X2


Thanks

John]]>
Fri, 23 Feb 2007 05:43:31 -0500 If I have it right, the QID will move in the opposite direction by about twice . If the QQQQ goes down or up $1 the QID will move $2 aprox.

Is this right?

OR

does the QID move equally in the opposite direction $1 for $1 aprox BUT in your trading account you show a gain or lose of X2


Thanks

John]]>