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Politics : Idea Of The Day -- Ignore unavailable to you. Want to Upgrade?

To: Raj who wrote (31230)	4/18/2000 12:11:00 PM
From: IQBAL LATIF	Respond to of 50167

<<Logging in here after a long hiatus and you are still on the money! >> Raj.. In my opinion either get involved in a thing or never do it, I like the consistency on this.. thread for two reasons it provides me the chance to keep up with daily market volatility, in last few months if you go through the post, you will like the emphasis and view we developed on this 'harmonic convergence' the inverse raltionship between brka and the Comp, the second is that it provides my strategy with a firm basis of writing and conceptionalising the moves on daily basis. That one thing makes me study a lot and little thinking does go in, the last factor is the relationships over net, we are now moving towards our third birthday we saw in this 28th of Oct 8th of Oct and the fall of 3rd and the last Friday, it gives me great pleasure to see that I had the moral strength to keep my presence and maintain my exposure in all kind of moves up and down. That is good enough reasons for me to continue.. On Bonds raj I have my own little view, first of all it is this smart money, the long money is little impacted by higher liquidity with the treasury, although on big auctions we do see manipulation but few basis points and that is it, the bonds are driven by underlying future inflationary threats and flight to quality in times of crisis, if we have this benign environment available we shall do alright if not we may see some more volatility, however I have this gut feeling that this test of 200 days mA on Comp and SPM should be a good test and although we can re visit this test but we are building a base here.. This is earning driven environment and the market is unprepared to take questions , it will shoot first and ask questions later, like TXN has beaten the expectations but fall short of whisper, it was taken to the slaughter house today, if we have some decent numbers today INTC and IBM joint appearance on the scene is no small occasion after the bell, I am preparing for a big one here, so long money is going to lsightly be impacted by higher treasury and capital tax payments but the driving force would be the quality of the move in markets, if we have broad nice move in good areas we will have no problems, the yields once ECI is out will drop to much more reasonable levels.. that is how long bond will efect today the long bond is slighltyly off the moeny that bid those higher as security is out although the tax payment date is on we should have seen it rallying but it is driven by the market as we have lesser fear of a melt down now and the bonds are retreating.. Raj I hope next time you come on line we are still here, I hope you read this messagfe before the end of the month.. take care and visit us sometime..