Replies to post #68456 on Zeev's Turnips Patch-No Politics (ZEEV)

[integrivest]

Thanks Ze'ev ... excellent roadmap.

[sap]

Zeev:
Thanks a lot for your info.
SAP

[Gizmo]

A most useful post. If true, I stand to benefit greatly on my leveraged short fund which is already up 16.5% this month.

Gizmo

[allsmall]

hi zeev, new member but have been following for a while. this whole thread is impressive, congrats to you on the fine directional play the last couple of weeks. i also enjoy msloft on the dark side. you guys should team up and run a hedge fund.
i know your not a bond guy but if the next six months play out the way you think is the ten year going below that 3.6% level that it hit in oct?

also could you post your current core stocks.

thanks

allsmall

allsmall

[optionking]

ZEEV...u think the WAR starts in Feb or March?

[Babylon]

Zeev...

Does that last leg in the first 2 weeks of July coincide with your 180 SOX, or is it expected to be achieved before then?

[federal reserves]

Looks like they turned on the computer prop buy program

at noon, after the bad numbers, and the market was ready to tank.

As soon as it shuts off, we tank.

[federal reserves]

Ford/GM cutting production.

Ford said it will cut third-quarter production by 15 percent to 810,000. The revised second-quarter production schedule is also a 15 percent decline from the year before.
General Motors said it trimmed 20,000 vehicles from its planned second-quarter production in North America to 1.37 million new cars and light trucks, which reflects the lost production from the closure of a tornado-damaged factory in Oklahoma City.

General Motors also said its planned third-quarter output will be 1.225 million vehicles, down about 6 percent from 1.307 million in the same period of 2002.
********

Meanwhile Greenspan was in Germany saying the stock market was signaling a recovery was just around the corner. Auto's and Homes had been holding up the recovery, if homes start to tumble we could be in very serious trouble.

[federal reserves]

Here comes the noon time buyer..

HULK at work..

[federal reserves]

Money supply is shrinking.


http://research.stlouisfed.org/publications/usfd/page6.pdf



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