tag:blogger.com,1999:blog-2335748440449035592.post8811022758198584919..comments2008-10-13T14:34:20.834-04:00Comments on Fund My Mutual Fund: In this Year of Record's...TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comBlogger4125tag:blogger.com,1999:blog-2335748440449035592.post-56515012815720210822008-10-13T14:34:00.000-04:002008-10-13T14:34:00.000-04:00If you think fund liquidations were bad last week/...If you think fund liquidations were bad last week/month, wait till Obama gives everyone the ability to liquidate their 401ks penalty free!Michaelhttp://www.blogger.com/profile/14603027333434481007noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-46128486353747554372008-10-13T13:38:00.000-04:002008-10-13T13:38:00.000-04:00back to our discussion last week... today, MCD > ...back to our discussion last week... today, MCD > WMT, KO > PEP, FWLT/MDR > SGR<BR/><BR/>ok.. so MO > PM ;P I'm just thinking that this time around, we dont get that early cycle rally.<BR/><BR/>But for a silver lining to all of this - I was actually heartened to see the world leaders finally agree on something! - even if it was an impending end of the world as we know it...Risk Manager Jeffhttp://www.blogger.com/profile/14994763012317049832noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-73019366695938363892008-10-13T13:22:00.000-04:002008-10-13T13:22:00.000-04:00I would not read too much into the sectorsWhat I s...I would not read too much into the sectors<BR/><BR/>What I see is the top holdings of hedge funds are rallying most<BR/>those which were sold relentlessly for months and culminated last week... finally have a break for relentless liquidations.<BR/><BR/>Dont think it speaks too much to any economic trend.TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-65261163728757047452008-10-13T13:05:00.000-04:002008-10-13T13:05:00.000-04:00I'm noticing that not only the financials are "som...I'm noticing that not only the financials are "somewhat" lagging what they "should" be moving, but so are the early cycle stocks. This rally looks like a reversion of the the smackdown that was given to the global growth story - more of a late cycle move. So, anything global, yet directly sold to the US early cycle companies. infra, energy, etcRisk Manager Jeffhttp://www.blogger.com/profile/14994763012317049832noreply@blogger.com