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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: ild who wrote (10517)	3/20/2004 2:25:18 PM
From: ild	Respond to of 110194

BoE's Tucker warns on U.S. Fannie-Freddie risks biz.yahoo.com

To: ild who wrote (10517)	3/20/2004 2:57:13 PM
From: Haim R. Branisteanu	Read Replies (1) \| Respond to of 110194

you never know if it is a hedge or plain selling. Those day with complex trading strategies and minute valuation differentials many old indicators can be misleading. I know some "black box" traders who trade spreads as low as 1/8 in various spreads between various stocks or other financial instruments and make a nice profit on their investment

To: ild who wrote (10517)	3/20/2004 4:54:14 PM
From: Umunhum	Read Replies (2) \| Respond to of 110194

I read in the San Jose Mercury News yesterday that options expensing is going to be mandatory by December 20th of this year. According to the latest Zeal Report the QQQ PE ratio is 43.9. I wonder what that ratio would be with options expensed? All of the big 4 accounting firms are in agreement on this, so it will happen despite some of the tech firms efforts to lobbying congress to pass a law prohibiting FASB from enacting this rule. I am surprised that this is has not received more press. I think that this will help to bring down the overvalued market. I have read a few articles that companies like DELL and MXIM have taken all the cash flow from operations from 1998 to 2002 and spent that money on the open market buying back stock. Despite these efforts, the stock outstanding continued to grow during those years. So basically the shareholders of these companies (the true owners) received no benefit from operations during this time period. This is outright theft by management and needs to be stopped.