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Strategies & Market Trends
Portfolio Construction

An SI Board Since December 2005

Posts	SubjectMarks	Bans
1964	37	0

Emcee: Paul Chiu	Type: Moderated

Introduction Compact

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Reply	Message Preview	From	Recs	Posted
1039	as of 2pm est 72% chance for 50bp cut to 3% 28% chance for 25bp cut to 3.25%	Paul Chiu	-	1/30/2008
1038	Logically, the 25 bp is the most conservative way to go. The only problem with	Keith Feral	-	1/30/2008
1037	-60 now, i think the market is trading like a 25bp cut only. no cut would mean a	Paul Chiu	-	1/30/2008
1036	Thanks for the info. I saw the FED did one of their special auctions yesterday	Keith Feral	-	1/30/2008
1035	futures pricing in 78% for 3.00% 22% for 3.25% options pricing in 58.5% for 3.0	Paul Chiu	-	1/30/2008
1034	Paul, how to the FED futures look like wrt FED cuts today. Are we still looking	Keith Feral	-	1/30/2008
1033	thanks for that indeed! i do need a partner as i manage over 120 names. (those a	Paul Chiu	-	1/30/2008
1032	Paul, you added the "2008 balloon" after I studied the table. :) Glad	stock bull	-	1/29/2008
1031	If you don't mind my asking, why don't you short a stock? Also, don'	stock bull	-	1/29/2008
1030	fixed!	Paul Chiu	-	1/29/2008
1029	dude the top 50 is ytd (2008 only) and yes, only 3 are up so far in 2008...suck	Paul Chiu	-	1/29/2008
1028	Hi Paul, I went to your web site and studied the chart with 50 stocks. I see 3	stock bull	-	1/29/2008
1027	curent top 50 with stats chiuindex.blogspot.com	Paul Chiu	-	1/29/2008
1026	start of february, i'll start looking as i unloaded a ton of financials for	Paul Chiu	-	1/29/2008
1025	My positions seems to be heading in the direction of financials and energy. Gro	Keith Feral	-	1/29/2008
1024	dick, if you go to tradestation.com and search their user forums, you'll see	Paul Chiu	-	1/25/2008
1023	Hi Paul Those new counts on your blog are intriguing to say the least. I've	Berk	-	1/25/2008
1022	aapl no longer the top holding in chiu index. spx index did recycled into a 1-0	Paul Chiu	-	1/24/2008
1021	The hedgies, as I understand it, like to make side bets on just about anything,	JP Sullivan	-	1/24/2008
1020	nancy, when i was trading bonds and bond futures with the house money, i gave n	Paul Chiu	-	1/23/2008
1019	Agreed with you. Couldnt believe how high these names were up only a couple mon	Nancy	-	1/23/2008
1018	amazing that these names are tradng even more crazy than the aribas and cmgi'	Paul Chiu	-	1/23/2008
1017	maybe they'll do another 75 of that this month think the market rally after	Paul Chiu	-	1/23/2008
1016	Governments will bail out the Monoline Insurers like ABK and MBI. ABK up 70% on	Nancy	-	1/23/2008
1015	FED Funds are still 143 bp higher than 4w.	Keith Feral	-	1/23/2008

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