Black thursday.

[stock_trad3r]

Time 2 buy

We got another web 2.0 internet boom. 1997 all over again. The new era is upon us of perpetual inovasion, growth, upside, and consumerism, spendim, smartism, paymentism, and materialism. We need to spend more and more free trade. Need to vote in 2008 elections. Need to get college degree to make more money in global fortune 500 company to make more money so I can be a better global consumer.

huuuge spending overseas and global growth. Massive consumer spending overseas. Massive credit card usage. Nov Dec rally coming.

no one cares about citi ..bfffft bad citi news=future rate cut.

Fed will keep cutting rates to move economy forward

time to buy this dip

i'm totally serial

 

[Cache Landing]

Quote from scriabinop23:

my point: how many bull markets have we actually had end with 'large cap techs selloff' by definition besides the last one? Before this last bull ended, large cap tech was not such a meaningful component in the market.

I understand what you're saying. It's true that these techs weren't around during the first half of the 1900s, but some of it stands to logic. Small caps always weaken first because people move to the relative safety of large caps. Before techs that meant tobacco and other consumer staples.

Now we have tech stocks that have the ability to grow faster and sustain growth longer. Many people are now moving to large cap techs instead of traditional defensive large caps. It has more to do with the factors causing a market slowdown.

 

[S2007S]

Quote from scriabinop23:

CFTC cot shows a HUGE net short interest on russell vs the other indexes.

Thats the fashionable spread trade. Short russell, long nasdaq.

I guess the big players feel this is the easiest way to broadly short the housing/mortgage game, or at least hedge their small cap positions.

when er2 comes back, its going to be beautiful... It just might be from much lower levels.

Think I might have sold my TWM a lttle early then....

Nasdaq is really strong today compared to the Russel.

NDX should be off about 35 points when comparing it to the russel which is off 22 points now. Will go long the Russel under 775.

 

[S2007S]

Quote from Cache Landing:

Weak RUT strong NDX is the typical late stage bull market scenario. Money leaves small caps first in a weakening market and large cap techs last.

The selloff won't happen for real until large cap techs selloff and the Yen carry unwinds.

Once the yen carry trade finally unwinds the markets could be in for some correction of 10% or more.

 

[stock_trad3r]

Quote from Cache Landing:

I understand what you're saying. It's true that these techs weren't around during the first half of the 1900s, but some of it stands to logic. Small caps always weaken first because people move to the relative safety of large caps. Before techs that meant tobacco and other consumer staples.

Now we have tech stocks that have the ability to grow faster and sustain growth longer. Many people are now moving to large cap techs instead of traditional defensive large caps. It has more to do with the factors causing a market slowdown.

The reason why there has ben a huuuge fleet to quality large cap tech, comodity and manufacturing stocks is because those stocks are benefiting the most from the rampant rise in globalization since 2005. why sell to a couple million Americans when you can sell to billions wordwide?

This trend will continue for a long long time. Smallcaps are crap and garbage. Avoid smallcap unless you enjoy subpar returns.

 

[Cache Landing]

Quote from stock_trad3r:

The reason why there has ben a huuuge fleet to quality large cap tech, comodity and manufacturing stocks is because those stocks are benefiting the most from the rampant rise in globalization since 2005. why sell to a couple million Americans when you can sell to billions wordwide?

This trend will continue for a long long time. Smallcaps are crap and garbage. Avoid smallcap unless you enjoy subpar returns.

Dude, have you ever taken an economics/finance class before?

Look at companies like Dupont. Huge companies benefit the most in revenue terms from globalization, but least in terms of ROI and stock growth. People have been pumping money into small caps for the last 5 years.

As of July of this year RUT was up 120% compared to:

DOW +60%
SPX +70%
NDX +100%

Since that little scare, RUT is down a bit while NDX is up >10%. People are obviously expecting a slowdown. When the market expects growth the best investment is small caps. When it expects either a pause or a drop, the best investment is large caps.

 

[Landis82]

Quote from S2007S:

Once the yen carry trade finally unwinds the markets could be in for some correction of 10% or more.

Didn't you just post yesterday that it was 100% guaranteed that the Fed would cut another .25 points and that the Dow would be trading at 15,000 by mid-December?

 

[Sobieski]

Quote from nonlinear5:

The hand has been played. The rally will go full blast in about 45 seconds.

What a complete f-cking tool you are!

This is the dip that you perma-bulls get buried in!

 

[stock_trad3r]

Quote from Cache Landing:

Dude, have you ever taken an economics/finance class before?

Look at companies like Dupont. Huge companies benefit the most in revenue terms from globalization, but least in terms of ROI and stock growth. People have been pumping money into small caps for the last 5 years.

As of July of this year RUT was up 120% compared to:

DOW +60%
SPX +70%
NDX +100%

Since that little scare, RUT is down a bit while NDX is up >10%. People are obviously expecting a slowdown. When the market expects growth the best investment is small caps. When it expects either a pause or a drop, the best investment is large caps.

Um the rut is down this year

 

[wake37]

200 to 300 point sell off today followed by selloff tomorrow morning. then a modest rally into the afternoon. followed by and upward trend next week. it just some profit taking before the market rallies again to all time highs within a month