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Strategies & Market Trends : P&S and STO Death Blow's -- Ignore unavailable to you. Want to Upgrade?


To: mishedlo who wrote (15304)11/16/2002 2:51:00 AM
From: LTK007  Read Replies (1) | Respond to of 30712
 
<I am starting to question that hypothesis> what we need Mish, to know the answer one way or another is actual data. TrimTabs keeps the best eye on this but cost 2000dollars a month i gather to get their realtime data.
What we do know is the data Buffet has gathered over the years demonstrate, Pension Funds, are horrendous allocators historically.
But we also know via TrimTabs they bought equities heavily from 9/21 to the end the year 2001.Also during that time insurance company money was buying equities up powerfully.
The situation is this Mish, we need to know; one way or the other. We need escape hypothesis and just find the facts.
I will utilize my Dow-Jones search engine this week.
But anybody having data on this speak up. Why/ Because the "Big Boyz" know all this in detail right now(they know all this kind of data in realtime, and ahead of us) and we don't, and that p----- moi off:) Max p.s.However, since this rally it is apparent however something has been feeding the market, and it isn't the MFs. The most tempting thing is to give the recent past market action to be the result of manipulation by WS. Their prime, and probably only motivation, being to ensure their desire to crush the reform movement by getting the Bush republicans in control of the Congress as it is no secret, but fact; the republicans are soft on reform and they just proved that today by permitting companies to continue to incorporate off-shore for tax-evasion purposes.The strongest lobbying came from TYCO, so CBS reported, saying that if you passed this bill not allowing us to stay in Bermuda we will collapse---- great company that TYCO.
(BTW, i might as well reveal my political party, i am an Independent(and also a great believer in Ralph Waldo Emerson, and consider his concepts on Self Reliance and other matters to be brilliant, he is one the greatest minds in U.S. history), and i would have voted for McCain for president in 2000, but as he was kept out, i voted for neither Gore nor Bush nor Nader,and when it came to mark my ballot for President, i checked no box<though i had a sarcastic desire to write in Alfred E. Newman>.)
So what moved the AV bounce post the election sell-off?? It could have been just expiration week BS.
The key is how can the Big Money control a market, moving it up, at will,seemingly?That could be done via decisions within their inner sanctum to collude and use their vast supply of trading cash buyside and then simply cashing in bigtime on calls, and placing puts for the sell-off.
As i have said before i consider the reform movement as the greatest threat to WallStreet i can recall in my lifetime, these reforms can't be done in WallStreet's mind. The Joke of Pro Forma is alive and well simply because the Street wants it that way,period.
SEC panel came out and noted they voted 5-0 to change rules regards Pro Forma reporting BUT said they FIRST were going to present it to the public to see what they feel about it.LOL!!! Translation,"we are going to circulate these reform suggestions among Congress and the Corporate Lobbyist and see what they think about it."
Bottomline the next two weeks will tell us about the past weeks.
Is this rally "mirrors and smoke" or real.
I KNOW where my prejudices be, so i therefore must fight for objectivity.
That means back to the charts:). Max



To: mishedlo who wrote (15304)11/16/2002 8:17:42 AM
From: Win-Lose-Draw  Read Replies (1) | Respond to of 30712
 
pension funds are different than 401k, you can't just turn off the contribution spigot. money keeps flowing into them. imo they'll "reform" their investment strategy not by getting out of equities, but by "limiting" themselves to only "blue chips" or some equally ridiculous plan.

they're boxed in: if they get out of equities they're guaranteed not to hit their targets. until they reform their investment goals they're forced to gamble.

all imo...