Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Guidance and Visibility -- Ignore unavailable to you. Want to Upgrade?

To: 2MAR$ who wrote (78871)	10/19/2002 4:31:52 PM
From: SusieQ1065	Read Replies (2) \| Respond to of 208838

i really can't wait to see how this plays out, marshie... and i'm really at odds in my sentiment... to me...under the traditional method of operation to short all overbought....that Friday close looks like the perfect fade setup... but some things are perplexing to me...and throwing up red flags of caution....the most perplexing is that Semi action.. i just think that was really weird that they came in and did mini~breakouts at the close.. but then i keep thinking about KC's saying...to short when you are most afraid... so basically i'm just...well, i'm clueless...but ready..;-)

To: 2MAR$ who wrote (78871)	10/19/2002 5:09:48 PM
From: Jorj X Mckie	Respond to of 208838

I recommend reading reaper's take on the beacon hill thing. Message 18132081 To:Shack who wrote (57057) From: reaper Friday, Oct 18, 2002 6:11 PM View Replies (2) \| Respond to of 57099 god these Briefing guys are morons... 2:47PM More on the Beacon Hill news : On the subject of the Beacon Hill news (14:16), our bond analysts say that this is nothing to get extremely excited about; 50% losses of $400 mln implies an $800 mln fund, which isn't very big; if $400 mln has to be liquidated, the bond mkt should not react in any significant fashion. For comparison, there is talk that mortgage hedgers have to sell $20 bln in 10-yr product per 10 bp of a rise in yield, and we have moved over 50 bp higher in the last week, which works out to about $100 bln in sales. how do these farking idiots think a $800mm fund invested in BONDS lost FIFTY PERCENT of its equity value in a MONTH?? maybe they were LEVERAGED?? like maybe to the tune of 30-40:1? the Beacon Hill guys have a hell of a lot more than $400mm of paper to liquidate. geez, do they make these guys even take community college finance classes before they are allowed to write copy for that friggin' site? Cheers