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Top 102. Nov 16, 2001 7:00 AM

» PaulJoslin - Re: Re: General Money and the Market Discussion

In response to message posted by Kirk:Well, I couldn't find it, I think it dropped off the list or something. Sorry, last time I checked there was a thread for Dell Computer, so I just figured if you wanted to talk about something you were supposed to start a new thread. (The chances of me emailing you or jen are nil. I'm not even sure how I got here. I think about buying a new computer, but then I will have to figure out how to get back to everyplace all over again.)

-- posted by PaulJoslin

mailto:kirklindstrom@ix.netcom.com

Top 103. Nov 16, 2001 7:03 AM

» Kirk - Re: Re: Re: General Money and the Market Discussion

In response to message posted by PaulJoslin:

write this URL down
http://www.suite101.com/discussions.cfm/...

also bookmark it

Then you just do a control+F search for the keywords like Dell

Click the above URL to get a suite guide

-- posted by Kirk

Top 104. Nov 16, 2001 7:14 AM

» PaulJoslin - Re: Re: Re: Re: General Money and the Market Discussion

In response to message posted by Kirk:Yeah well, If you ever accidently fall through some sort of a time warp where they are advanced enough to have libraries but not computers, and they have one of those old wooden cabinets with all the little dewy decimal cards in there, I can help you find whatever it is you are looking for. I spent a lot of time in there when I was a kid and I am darn near an expert. As for computers? They are still a little primative for me to get too excited about learning how to use.

-- posted by PaulJoslin

Top 105. Nov 16, 2001 7:21 AM

» Kirk - Re: Re: Re: Re: Re: General Money and the Market Discussion

In response to message posted by PaulJoslin:

that is why we wrote the "Suite Guide"....

so people can come out of the stoneage... if they want to get more education.

Primative? You should have seen them when I first started to play with them in High School back in 1974 ! People thought I was a genius just for being able to add a few lines of code that would kick out my attendence card if I cut a class (I was showing the school how easy it was to defeat their system...)

-- posted by Kirk

http://www.yardeni.com/public/dstock_c.p...

Top 106. Nov 16, 2001 7:42 AM

» lcha - Fed stock model neutral

Looks like the "Feds" stock valuation model is sitting dead neutral right now. This is based on forward 12 month concensus earnings. Here's the graph.

-- posted by lcha

Top 107. Nov 16, 2001 8:53 AM

» Kirk - Re: Fed stock model neutral

In response to message posted by lcha:

Nice graphs.

I wonder what happens if they increase estimates now that the tax cuts are being matched by lower prices for OPEC oil?

-- posted by Kirk

Top 108. Nov 16, 2001 9:50 AM

» soonertimer - Re: Fed stock model neutral

In response to message posted by lcha:

FWIW, that chart is based on the 10-year note being at 4.54%, not yesterday's close. Thus, the undervaluation created after the 9-11 attack has been corrected - and then some. IOW, the sledding get more difficult from here.

-- posted by soonertimer

Top 109. Nov 16, 2001 11:35 AM

» lcha - Re: Re: Fed stock model neutral

In response to message posted by Kirk:

If earnings looked like they were going to be stronger than expected, there would probably be some tit-for-tat between increased earnings estimates and increased 10 year bond yields on the overall stock valuation model.

-- posted by lcha

Top 110. Nov 16, 2001 4:16 PM

» Rande - The Latest -- 11/16/01

Another good week for stocks, not so hot this week for anyone overweighted to bonds, energy, or gold. Have a great pre-Thanksgiving weekend. Here's....

The Latest (as of 11/16 close):

YTD 2001:

DJIA -8.5%
S&P -13.8%
SPY -12.3%
VTSMX (W5000 Index Fund) -12.9%
Nas -23.2%
QQQ -32.6%
R2000 -6.7%
MDY (S&P 400 Midcap) -6.6%
VEURX (European Index Fund) -21.2%

Since 12/31/99:

DJIA -14.2%
S&P -22.5%
SPY -20.4%
VTSMX -21.9%
Nas -53.3%
QQQ -56.9%
R2000 -10.6%
MDY +9.7%
VEURX -27.3%
50/50 Total Stock/Total Bond -0.2%
(includes Total Bond through yesterday)

Since Previous Closing Lows:

DJIA (9/21/01) +19.8%
S&P (9/21/01) +17.9%
SPY (9/21/01) +17.9%
W5000 Fund (9/21/01) +18.4%
Nas (9/21/01) +33.4%
QQQ (9/21/01) +39.7%
R2000 (9/21/01) +19.1%
MDY (9/21/00) +17.9%
VEURX (9/21/01) +21.5%

Since Previous Closing Highs:

DJIA (1/14/00) -15.8%
S&P (3/24/00) -25.5%
SPY (3/24/00) -23.9%
VTSMX (3/24/00) -27.1%
Nas (3/10/00; ) -62.4%
QQQ (3/24/00) -66.6%
R2000 (3/9/00) -25.5%
MDY (9/7/00) -12.3%
VEURX (3/24/00) -29.8%
___________________________

Previous Closing Highs

DJIA 11722.98 (1/14/00)
S&P 1527.46 (3/24/00) [back to 1530.09 intraday on 9/1/00]
SPY 153.56 (3/24/00) [back to 153.5938 intraday on 9/1/00]
VTSMX 35.58 (3/24/00)
Nas 5048.62 (3/10/00)
QQQ 117.75 (3/24/00)
R2000 606.05 (3/09/00)
MDY 101.4525 (9/7/00)
VEURX 29.85 (3/24/00)

Benchmark Closing Lows (lows since previous all-time highs):

DJIA 8235.81 (9/21/01)
S&P 965.80 (9/21/01)
SPY 97.28 (9/21/01)
VTSMX 21.40 (9/21/01)
Nas 1423.19 (9/21/01) (intra low -- 1387.06 on 9/21/01)
QQQ 28.19 (9/21/01) (intra low -- 27.20 on 9/21/01)
R2000 378.89 (9/21/01)
MDY 74.45 (9/21/01)
VEURX 16.85 (9/21/01)

Market Cycle Peak to Trough:

DJIA (1/14/00 - 9/21/01) -29.8%
S&P (3/24/00 - 9/21/01) -36.8%
SPY (3/24/00 - 9/21/01) -35.3%
VTSMX (3/24/00 - 9/21/01) -38.2
Nas (3/10/00 - 9/21/01) -71.8%
QQQ (3/24/00 - 9/21/01) -76.1%
___________________________

Index returns are price change only, ETFs and mutual funds including divs/distributions. Returns not guaranteed as to accuracy -- relying on unaudited third-party sources (may have missed a dividend or two, which would understate returns).

-- posted by Rande