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Strategies & Market Trends : Buy and Sell Signals, and Other Market Perspectives -- Ignore unavailable to you. Want to Upgrade?

To: GROUND ZERO™ who wrote (40659)	11/20/2012 2:23:07 PM
From: steve from ihub	Read Replies (2) \| Respond to of 222362

a link on historical thanksgiving holiday performance. insidefutures.com

To: GROUND ZERO™ who wrote (40659)	11/20/2012 2:39:51 PM
From: Fiscally Conservative	Read Replies (1) \| Respond to of 222362

Aghhhhh..., whats the opposite of; "to da moon", lol. Run run run away.

To: GROUND ZERO™ who wrote (40659)	11/20/2012 2:43:43 PM
From: Keith Feral	Read Replies (1) \| Respond to of 222362

For banks, it's very bullish. For dollar sensitive stocks, maybe less so. If yields are hitting the post crisis lows this year, we should be starting an honest cyclical recovery over the next 4 years. I think commodities are very counter cyclical assets when higher bond yields finally begin to drag the value of the dollar higher not lower. It has to happen sometime! My favorite sector from 2013 to 2017 is the money center banks. My least favorite sectors would be energy and materials. Interest rates don't need to go up next year for bond yields to start climbing higher. All we need is a quiet FED that puts all of the pressure on Congress to deliver fiscal policy. Anything the FED doesn't say or do for the next 2 years should be dollar positive. Anything the FED does 2 to 4 years from now would probably include some interest rate hike to nominal levels after 2014. The assets with the most exposure to stronger housing and potentially higher Treasury yields should outperform. The assets with the most exposure to weak dollar will probably underperform. I don't think there is any question the FED is behind the curve in terms of inflation. At the same time, I think commodity inflation for oil and gas has peaked, and gold is probably not that far behind. I really don't think there is much correlation between someone's mortgage rates and the global price of oil. In what fantasy land does anyone live that might think squeezing the consumer for an extra 1 or 2% on their mortgage is going to drive oil prices lower? OPEC will gouge everyone as long as they can, and while the peak is in place from last Spring, it really hasn't returned to an acceptable level.