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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Hector who wrote (67924)	1/30/2001 12:22:04 AM
From: Mark Adams	Respond to of 99985

I like the no action scenario. After all, it is what people least expect <g> But then I'm a glutton for punishment, it seems.

To: Hector who wrote (67924)	1/30/2001 12:22:22 AM
From: jmanvegas	Read Replies (2) \| Respond to of 99985

But they are much worse than everybody realizes. That's why my trust in government officials to do the right thing has waned considerably. The fact is now everyone will be looking to see what the Fed will do in March at their next meeting. The arguments will continue to persist about the slowdown and whether the Fed will lower by 25 or 50 points in March, etc. This just puts everyone on hold and makes for volatile and skittish markets. I say full speed ahead, damn the torpedos, and let's get on with it. What are we waiting for? The Fed needs to undo the 175 point hike from last year. We all know this. So we'll just wait around for the Fed to dole it out over the next 6 months. NONSENSE IMHO!!! But I believe you're right. And that's what makes the whole process unfortunate and creates uncertainty in the markets. It's now getting close to waiting for the March Fed meeting and what the Fed is going to do then. I'm reminded of Norman Swartzkoff (can't spell that last name correctly) and what he said. When you go to war, you go to win - you don't fool around. The Fed is in a war now with economic forces that could get out of control. They should go to win and win decisively and quickly. JMHO. jmanvegas

To: Hector who wrote (67924)	1/30/2001 12:22:58 AM
From: iod_sherwood	Respond to of 99985

Before you giddy up and get overly bullish... you may want to take a few things into account... the economy is not in the sheets... Housing is doing well... tech might be poor, but i say, after a few years of 100% growth, nothing wrong with a slowdown... other things from some websites that I elect not to make reference, but i acknowledge myself as not being the source. First off... some remarks i made in a trading channel: the 5. thingy is taken from Fleck's column today. siliconinvestor.com [21:10] <^sherwood> 5. Believes that "to spot a bubble in advance requires a judgment that hundreds of thousands of informed investors have it all wrong" -- June 17, 1999. [21:11] <^sherwood> they have it wrong [21:11] <^sherwood> buying shit on bad news [21:11] <^sherwood> that's re-bubbling [21:11] <^sherwood> ;) [21:11] <^sherwood> Sometimes a majority just means all the fools are on the same side....(dipbuyers) [21:13] <> charts look kinda mixed. Naz has some room on the upside but the generals look toppy, except for CSCO which is damaged goods. [21:13] <> JDSU announced big layoffs tonight [21:14] <^sherwood> PMCS = 6month Hiring FREEZE [21:14] <^sherwood> and they will likely layoff some admin/mktg/folks [21:14] <^sherwood> JDS Uniphase told Reuters the cuts were the result of uncertainty over future customer demand and were also part of a streamlining effort to boost efficiency. [21:14] <> I think a sustained rally is unlikely until after eps season now... onto this other thought which is very meritable.. truly... does Greenie have to cut??? here's someone else's take: "In recent days, CNBC and Maria Bartiromo have reported several times the reduced levels of margin debt, as measured by TrimTabs.com. This may not have been the whole truth. In stark contrast to CNBC's spin, the data directly from the Federal Reserve shows a more dangerous situation. The Federal Reserve's repo loans to Brokers and Dealers to Purchase and Carry Securities (margin debt) shows a record level in early January. To me, that means the Federal Reserve intervened on January 3 with a 0.50% rate cut to avoid a margin call “crash” situation of monumental proportions. The margin debt outstanding was so burdensome, large financial institutions would have failed without the intervening Federal Reserve action. Margin debt levels remain higher today than during most of the year 2000." just adding into the discussion... be prepared for no cut/.25 too come wednesday... cheers.