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Politics : Stockman Scott's Political Debate Porch -- Ignore unavailable to you. Want to Upgrade?

To: lurqer who wrote (33380)	12/23/2003 6:53:38 AM
From: Clappy	Respond to of 89467

Thanks for the links. I've been waiting a long time to read about the bulls frothing at the mouth and about scared bears. However, my anecdotal indicator has yet to signal. I still have not seen the TV set at the service counter of the electrical supply house tuned into CNBC like it was in 1999 and 2000. It is still tuned into Faux News, CNN, and MSNBC for the latest out of the Mid East and to see what terror alert color we are wearing... I do see the rapid expansion in China as the next potential excuse as to why "it is going to be different this time" mantra. It's difficult to gauge just how large this bubble is gonna inflate. It sucks being early in my bets that it will pop. My darn GM poots are drowning quickly. GM looks like a friggin internet stock...<g><ng> Anyhow, I hope to be placing some heavier bets to the dark side after New Years until about March. There is no way I can think of that this thing doesn't correct in 2004. JTHOOAFB (Just The Humble Opinion Of A Frustrated Bear) -Clapper P.S. Get some sleep. I suppose the Earthquake has you a little bit on edge...

To: lurqer who wrote (33380)	12/23/2003 9:38:03 AM
From: Clappy	Respond to of 89467

'January effect' on track: TrimTabs By Jonathan Burton, CBS.MarketWatch.com Last Update: 3:38 PM ET Dec. 22, 2003 SAN FRANCISCO (CBS.MW) -- Stocks will have a "January effect," after all, with share prices rising at least through the first few weeks of the new year, market data researcher TrimTabs.com said Monday. But the Santa Rosa, Calif.-based firm, which tracks investor sentiment through cash flows into mutual funds, urged caution after that initial enthusiasm. TrimTabs said its near-term market outlook turned "fully bullish" after noting that individual investors continue to pour money into funds, even after the year's powerful run-up and despite the fund industry's overhanging scandal. At the same time, TrimTabs added, corporate stock buybacks are on the rise, while corporate insiders are likely to slow their selling. Insider selling is often seen as a negative indicator for future stock prices. In addition, the firm pointed out that the initial public offering calendar is light through mid-January. But TrimTabs' bullishness appears destined to be short-lived. Lower supply of shares combined with stronger investor demand spells the "continuation of mania into 2004," the firm said. TrimTabs noted disturbing signs that investors continue to chase recent performance, as small-cap and midcap stocks attract the most cash while laggard large-cap stocks are largely overlooked. About $14.5 billion in new money cascaded into funds in November, TrimTabs added. "Fresh cash pouring into U.S. equity funds fuels the bubble," the firm said, warning that "the hangover from the stock-market party will await binging investors early next year."