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To: Brian Fukuba who wrote (15179)12/1/1997 3:15:00 PM
From: Bruce Tiemann  Read Replies (2) | Respond to of 50167
 
[Where is everybody?]

CSCO has broken above 90, the DOW is up 150 and there are no posts for two hours here?

Judy, are you shorting? Ike, is this the start of the BIG ONE?
Anybody?

I'm wondering what to do when my largest position by far, AMTX, will be forcibly liquidated later this month or at the start of Jan. Oil drillers have, across the board, been killed. Diamond Offshore is down 4ish today, for example. I think they will be good to start accumlating once a bottom is put in. Thoughts?

Bruce Tiemann



To: Brian Fukuba who wrote (15179)12/3/1997 1:18:00 PM
From: Brian Fukuba  Respond to of 50167
 
Economic Calendar: LJR Redbook -1.5%, New Home Sales 797K

From: briefing.com
Week of December 01 - December 05
Actual/
Date Time Release Period Forecast Market Previous
*12/01 10:00 NAPM PMI Nov 54.4% 55.5% 56.0%
*12/01 10:00 Construction Spnd Oct 0.1% 1.0% 0.4% R
*12/02 09:00 Mitsubishi Index 11/29 0.5% N/A UNCH
*12/02 10:00 Leading Indicators Oct 0.2% 0.1% 0.2%
*12/02 14:55 LJR Redbook 11/29 -1.5% N/A -1.7%
*12/03 10:00 New Home Sales Oct 797K 810K 811K R
12/03 14:00 Fed Beige Book --- --- ---
12/04 Chain-Store Sales Nov 4.5% 4.0% 4.8%
12/04 08:30 Initial Claims 11/29 305K 310K 303K
12/04 10:00 Productivity (Rev) Q3 4.3% 4.3% 4.5%
12/04 16:30 M2 11/24 N/A N/A $8.0B
12/02 Car Sales Nov 6.7M 6.6M 6.6M
12/02 Truck Sales Nov 6.4M 6.2M 6.1M
12/05 08:30 Nonfarm Payrolls Nov 215K 200K 284K
12/05 08:30 Unemployment Rate Nov 4.7% 4.8% 4.7%
12/05 08:30 Hourly Earnings Nov 0.4% 0.3% 0.5%
12/05 08:30 Avg Workweek Nov 34.6 34.5 34.5
12/05 10:00 Factory Orders Oct -0.1% UNCH 0.4%
12/05 15:00 Consumer Credit Oct $4.5B $3.5B $2.0B

Current Analysis-
Car/Truck Sales:
briefing.com
LJR Redbook:
briefing.com
New Home Sales:
briefing.com
Initial Claims:
briefing.com
Productivity(Rev)
briefing.com
M2:
briefing.com
Non Farm Payroll/Unemployment Rte/Hr Earnings/Avg Work Wk:
briefing.com
Factory Orders:
briefing.com
Consumer Credit:
briefing.com

Previous Analysis-
Mitsubishi Idx:
briefing.com
Leading Indicators:
briefing.com
NAPM PMI:
briefing.com
Construction:
briefing.com

**note: time reporting is Eastern time.
This was captured from briefing.com
* Actual #'s
R Revised #'s
Will try to post significant #'s as soon as they are released.
bri