The S&P 500 Has Peaked for 2011

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dualstow
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Re: The S&P 500 Has Peaked for 2011

Post by dualstow »

MediumTex wrote: Note to Subscribers:

I turned my tractor beam back on.
Hah. Just keep that treasury solar sail going.
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Re: The S&P 500 Has Peaked for 2011

Post by MediumTex »

dualstow wrote:
MediumTex wrote: Note to Subscribers:

I turned my tractor beam back on.
Hah. Just keep that treasury solar sail going.
I put a new EDV-configured flux capacitor in the treasury solar sail a while back, and it's running pretty good.
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Re: The S&P 500 Has Peaked for 2011

Post by murphy_p_t »

thinkinkg about beefing up edv myself..
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Re: The S&P 500 Has Peaked for 2011

Post by AdamA »

murphy_p_t wrote: thinkinkg about beefing up edv myself..
Zero coupons torture me. 

If there is any part of the portfolio I am tempted to tinker with, it's the bond portion.  Zeros in a Roth would get rid of the tax problems, and I have a strong gut feeling that interest rates are gonna get much lower...

I'm not going to tinker with my PP nor am I going to buy Zeros in a VP, but I might have to join Tinkerers Anonymous to avoid it. 
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Re: The S&P 500 Has Peaked for 2011

Post by MediumTex »

Since I'm a bit of a glass-half-empty guy myself, zero coupon bonds make me feel warm and cozy.

But I use them all the time.  I don't chase them.

Whatever you do, don't chase bond returns (or any other returns for that matter).
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Re: The S&P 500 Has Peaked for 2011

Post by moda0306 »

Is there a good source of daily "effective rate" of zero's?
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Re: The S&P 500 Has Peaked for 2011

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moda0306 wrote: Is there a good source of daily "effective rate" of zero's?
I don't understand the question.
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Re: The S&P 500 Has Peaked for 2011

Post by moda0306 »

Don't zero coupon bonds have an effective interest rate based on their price, maturity, etc?  Is there somewhere that the effective rate is made available?
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Re: The S&P 500 Has Peaked for 2011

Post by MediumTex »

Normally, the rate is the same as on a coupon bond of similar duration, it's just that the coupon payments are all paid at the end rather than along the way.
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Re: The S&P 500 Has Peaked for 2011

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Lone Wolf wrote: Why oh why is Fight Club not on Netflix streaming?

Oh, and if anyone else would like to feel really old with me, can you believe that came out 12 years ago?
LOL - my friend just had a baby boy and named him Tyler Durden X (X=last name) ... I was like - wtf?!?!  The funny thing is that if I ever meet his kid in real life, I'm probably gonna be thinking about zerohedge.

What a great movie.
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Re: The S&P 500 Has Peaked for 2011

Post by MediumTex »

Storm wrote:
Lone Wolf wrote: Why oh why is Fight Club not on Netflix streaming?

Oh, and if anyone else would like to feel really old with me, can you believe that came out 12 years ago?
LOL - my friend just had a baby boy and named him Tyler Durden X (X=last name) ... I was like - wtf?!?!  The funny thing is that if I ever meet his kid in real life, I'm probably gonna be thinking about zerohedge.

What a great movie.
It's funny, but I will occasionally see references to zerohedge stories in other media outlets and they will refer to a story by "Tyler Durden" apparently without realizing that isn't his real name.
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Re: The S&P 500 Has Peaked for 2011

Post by dualstow »

What a week for the S&P! I was having fun watching the treasuries, but I'll be happy to see the solar sail sink if the (stock) tractor beam is truly off. We'll see. 1339.
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Re: The S&P 500 Has Peaked for 2011

Post by MediumTex »

dualstow wrote: What a week for the S&P! I was having fun watching the treasuries, but I'll be happy to see the solar sail sink if the (stock) tractor beam is truly off. We'll see. 1339.
I hope it is off.  I would be happy to find that my intuition was wrong.

We'll see what happens.

A QE3 announcement would probably push it through 1400.
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Re: The S&P 500 Has Peaked for 2011

Post by dualstow »

Clive wrote: I'll predict 14000 Dow, 1500 S&P 2011 year end
I love you, sir.
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Re: The S&P 500 Has Peaked for 2011

Post by buddtholomew »

dualstow wrote:
Clive wrote: I'll predict 14000 Dow, 1500 S&P 2011 year end
I love you, sir.
PP returns may not be as impressive with the DOW at 14000 and S&P at 1500. PP returns will be highly dependent on the performance of GLD and TLT over this time period.
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Re: The S&P 500 Has Peaked for 2011

Post by AdamA »

buddtholomew wrote: PP returns may not be as impressive with the DOW at 14000 and S&P at 1500. PP returns will be highly dependent on the performance of GLD and TLT over this time period.
Yes, and also SPY and SHV.
Last edited by AdamA on Sat Jul 02, 2011 3:21 pm, edited 1 time in total.
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Re: The S&P 500 Has Peaked for 2011

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buddtholomew wrote: PP returns may not be as impressive with the DOW at 14000 and S&P at 1500. PP returns will be highly dependent on the performance of GLD and TLT over this time period.
True, but my variable portfolio is still larger than my pp, which is in stocks.
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Re: The S&P 500 Has Peaked for 2011

Post by buddtholomew »

dualstow wrote:
buddtholomew wrote: PP returns may not be as impressive with the DOW at 14000 and S&P at 1500. PP returns will be highly dependent on the performance of GLD and TLT over this time period.
True, but my variable portfolio is still larger than my pp, which is in stocks.
My VP is also substantially larger than my PP, although it is invested 60/40 Equity/Fixed Income. The VP is invested in 401K and TIRA vehicles, with SPY, GLD, TLT and Cash held in a taxable account.
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Re: The S&P 500 Has Peaked for 2011

Post by MediumTex »

I forgot to post on this prediction closer to the end of the year, but it turned out pretty well.

My prediction in March of 2011 was that the S&P 500 wouldn't go higher than 1332 from the date of the OP.

It went a little higher, but not much, before heading back down and it never got within striking distance of 1332 for the rest of 2011.
Last edited by MediumTex on Mon Jan 30, 2012 10:41 pm, edited 1 time in total.
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Re: The S&P 500 Has Peaked for 2011

Post by dualstow »

Incredibly accurate stock tractor beam, MT!
I'm getting used to the treasury solar sail. Never really had trouble with my initial long bond purchases, and every time I start to feel reluctant to spend new cash, bonds have another up day.

http://www.google.com/finance/chart?cht ... hy&tlf=12h
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