Comments on: CFOs: Recession to Last Another Year http://www.ritholtz.com/blog/2008/12/cfos-recession-to-last-another-year/ Macro Perspective on the Capital Markets, Economy, Geopolitics, Technology, and Digital Media Tue, 14 Feb 2012 21:38:31 +0000 hourly 1 http://wordpress.org/?v=3.0.5 By: Andy Tabbo http://www.ritholtz.com/blog/2008/12/cfos-recession-to-last-another-year/comment-page-1/#comment-133816 Andy Tabbo Tue, 16 Dec 2008 19:02:09 +0000 http://www.ritholtz.com/blog/?p=12995#comment-133816 DL: It's interesting that you keep mentioning Jan 20th as a possible big inflection point on the stock market. A good duration for this major fourth wave would take us to 2/H January. So, I've got some technical targets for duration that are inline with Inauguration. An accident? Coincidence? As Master Oogway says in Kung Fu Panda (the best movie of 2008 according to my kids)..."There are no accidents...." Should be interesting. DL: It’s interesting that you keep mentioning Jan 20th as a possible big inflection point on the stock market. A good duration for this major fourth wave would take us to 2/H January. So, I’ve got some technical targets for duration that are inline with Inauguration. An accident? Coincidence?

As Master Oogway says in Kung Fu Panda (the best movie of 2008 according to my kids)…”There are no accidents….”

Should be interesting.

]]> By: DL http://www.ritholtz.com/blog/2008/12/cfos-recession-to-last-another-year/comment-page-1/#comment-133813 DL Tue, 16 Dec 2008 18:48:03 +0000 http://www.ritholtz.com/blog/?p=12995#comment-133813 A reversal probably, but a minor one. I'm thinking of January 20th as a more important inflection point. A reversal probably, but a minor one.

I’m thinking of January 20th as a more important inflection point.

]]> By: Andy Tabbo http://www.ritholtz.com/blog/2008/12/cfos-recession-to-last-another-year/comment-page-1/#comment-133810 Andy Tabbo Tue, 16 Dec 2008 18:44:17 +0000 http://www.ritholtz.com/blog/?p=12995#comment-133810 Anyone feel a reversal coming on this Fed decision...dollar's been falling for days in front of this announcement...it feels like could get a peak in the euro and gold after the announcement...commodities and stocks get hit as well...this whole thing just feels like we're setting up for a temporary reversal. I wouldn't be long the euro or gold or oil right now.... I see 139-140 as resistance on euro and I see 863-870 as resistance on gold. Good luck. - AT Anyone feel a reversal coming on this Fed decision…dollar’s been falling for days in front of this announcement…it feels like could get a peak in the euro and gold after the announcement…commodities and stocks get hit as well…this whole thing just feels like we’re setting up for a temporary reversal.

I wouldn’t be long the euro or gold or oil right now….

I see 139-140 as resistance on euro and I see 863-870 as resistance on gold.

Good luck.

- AT

]]> By: DL http://www.ritholtz.com/blog/2008/12/cfos-recession-to-last-another-year/comment-page-1/#comment-133806 DL Tue, 16 Dec 2008 18:38:26 +0000 http://www.ritholtz.com/blog/?p=12995#comment-133806 Mark Hulbert throws cold water on the “Santa Claus rally”. http://www.marketwatch.com/news/story/story.aspx?guid=%7B6F925365%2D70FF%2D484B%2D8CFF%2D54C203241B79%7D&siteid=rss Mark Hulbert throws cold water on the “Santa Claus rally”.

http://www.marketwatch.com/news/story/story.aspx?guid=%7B6F925365%2D70FF%2D484B%2D8CFF%2D54C203241B79%7D&siteid=rss

]]> By: Bruce N Tennessee http://www.ritholtz.com/blog/2008/12/cfos-recession-to-last-another-year/comment-page-1/#comment-133800 Bruce N Tennessee Tue, 16 Dec 2008 18:24:19 +0000 http://www.ritholtz.com/blog/?p=12995#comment-133800 By the way, I went to a birthday party for one of my partner's wives Saturday night, and had a long talk with our banker that I have written about before. He is of the opinion that we are going to see a severe lack of spending after the first of the year, and this guy is well connected and well educated, and I usually listen carefully to what he has to say. I think I got it all, but was well into the Merlot, so some of the details are a little fuzzy. I do know that he is still making very conservative investments with the bank's money...I'll try to pick his brain again over the next few weeks. By the way, I went to a birthday party for one of my partner’s wives Saturday night, and had a long talk with our banker that I have written about before. He is of the opinion that we are going to see a severe lack of spending after the first of the year, and this guy is well connected and well educated, and I usually listen carefully to what he has to say. I think I got it all, but was well into the Merlot, so some of the details are a little fuzzy. I do know that he is still making very conservative investments with the bank’s money…I’ll try to pick his brain again over the next few weeks.

]]> By: Bruce N Tennessee http://www.ritholtz.com/blog/2008/12/cfos-recession-to-last-another-year/comment-page-1/#comment-133797 Bruce N Tennessee Tue, 16 Dec 2008 18:16:11 +0000 http://www.ritholtz.com/blog/?p=12995#comment-133797 Thanks both of you. Thanks both of you.

]]> By: Mark E Hoffer http://www.ritholtz.com/blog/2008/12/cfos-recession-to-last-another-year/comment-page-1/#comment-133796 Mark E Hoffer Tue, 16 Dec 2008 18:13:16 +0000 http://www.ritholtz.com/blog/?p=12995#comment-133796 wtf? both of those charts say exactly what I was pointing out... are you people getting paid by the hour? ( note: I'm kidding around) wtf? both of those charts say exactly what I was pointing out…

are you people getting paid by the hour?

( note: I’m kidding around)

]]> By: karen http://www.ritholtz.com/blog/2008/12/cfos-recession-to-last-another-year/comment-page-1/#comment-133795 karen Tue, 16 Dec 2008 18:10:34 +0000 http://www.ritholtz.com/blog/?p=12995#comment-133795 bruce! found it! and it was from calculated risk... scroll down to find the inventory chart: http://calculatedrisk.blogspot.com/2008/11/existing-home-sales-in-october.html now, if you need a cup of coffee, please ask your wife : ) bruce! found it! and it was from calculated risk… scroll down to find the inventory chart:

http://calculatedrisk.blogspot.com/2008/11/existing-home-sales-in-october.html

now, if you need a cup of coffee, please ask your wife : )

]]> By: karen http://www.ritholtz.com/blog/2008/12/cfos-recession-to-last-another-year/comment-page-1/#comment-133794 karen Tue, 16 Dec 2008 18:06:58 +0000 http://www.ritholtz.com/blog/?p=12995#comment-133794 Oddly, this is the only national inventory chart i've found so far... (and i feel like i've seen so many!) http://www.data360.org/dsg.aspx?Data_Set_Group_Id=1395 Oddly, this is the only national inventory chart i’ve found so far… (and i feel like i’ve seen so many!)

http://www.data360.org/dsg.aspx?Data_Set_Group_Id=1395

]]> By: Bruce N Tennessee http://www.ritholtz.com/blog/2008/12/cfos-recession-to-last-another-year/comment-page-1/#comment-133792 Bruce N Tennessee Tue, 16 Dec 2008 17:56:12 +0000 http://www.ritholtz.com/blog/?p=12995#comment-133792 brainiest...oh, well. brainiest…oh, well.

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