Election year things should be looking better?

[Mac Hado]

Anyone else becoming a little more skeptical of this market?

 

[wheezergeezer]

I have a gut feeling that things will pick up in the coming months, if only until the election,
it should be an interesting time !

 

[TWI]

Think that the next non-farm figure will be THE big one.

 

[Mac Hado]

The election is about 30 or so days away. My point is in past election years
the market has excelled. I feel there pulling all the rabbits out of the hats as in the past and it's still not working, that is what in the last while has for lack of a better word been bugging me.

 

[Salty Gibbon]

The election is about 30 or so days away.

Which election Mac ?

 

[TWI]

I think the stream of negative economic releases is due for a turnaround the economic surprises have all been negative in the recent past and historically they are always eventually mean reverting in the medium term.
With crude off 12% and the stocks and long dollar bulls back on track we are probably due for a sell off in the bonds.
I am pretty sure that Greenspan will use the Jackson Hole gig on 29th Aug to give yields a kick in the pants . Interestingly it is also a full moon that day.
In the bigger picture I think the US economy is in a big pickle and actually Morgan Stanley did a good article on that this week. I think I still have the URL...
http://www.morganstanley.com/GEFdata/digests/20040823-mon.html#anchor0

 

[wheezergeezer]

I believe Mac is referring to the US election, which is in the 1st. week in November?
who ever can lower the price of oil, calm down Iraq, and get the US stock market back on track, if only until
2nd week in November, I believe will probably win , sounds like a job for the most powerful man on the planet, I bet he's on the phone right now calling in all kinds of favours........
just me day dreaming, no hard facts you understand..........

 

[Mac Hado]

Yes, the U.S. election. twalker thanks for the link! I'm thinking if they are doing all that, and it's still not working what happens after the election and as was mentioned by wheezergeezer all the favours have been called! Hmmm

 

[TWI]

Wheezer...The most powerful man on the planet. I can think of a few candidates:

Robert Maxwell
Ariel Sharon
Dick Cheney (always amuses me how he is the one who lives in a bunker and keeps the low profile)

& then the disciples:
Elliott Abrams
Gary Bauer
William J. Bennett
Eliot A. Cohen
Midge Decter
Jeb Bush
Paula Dobriansky
Steve Forbes
Aaron Friedberg
Francis Fukuyama
Frank Gaffney
Fred C. Ikle
Donald Kagan
Zalmay Khalilzad
I. Lewis Libby
Norman Podhoretz
Dan Quayle
Peter W. Rodman
Stephen P. Rosen
Henry S. Rowen
Donald Rumsfeld
Vin Weber
George Weigel
Paul Wolfowitz
Richard Perle

Anybody missing?

 

[Salty Gibbon]

Michael Jackson and Kermit the Frog

 

[Mac Hado]

It sure would be interesting to know if these "Big Boys" are buying or selling now?

 

[zeeuk]

Impressive list twalker!

Mac, may be worth looking at what 'the Carlyle Group' are doing!

 

[Mac Hado]

Impressive list twalker!

Mac, may be worth looking at what 'the Carlyle Group' are doing!

Thank you I'll do a search see what comes up, if you have a link hit me with it.
I heard a while back they were going to or had bought into transportaion namely trains?

 

[zeeuk]

http://www.thecarlylegroup.com

I am just speculating, see wot u make of it.

 

[Mac Hado]

http://www.thecarlylegroup.com

I am just speculating, see wot u make of it.

Yes guy your the man, you know it alway the"people in the know " that we should be looking at, they seem to have a good idea as to what's going to happen and when.

Thank you

 

[zeeuk]

ur welcome!

and If they don't know what's happening, bet they make it happen! This has to be the most politically linked commercial organisation on the planet.