Comments on: Dilution, Infusion and Collusion – Push em’ Higher! http://www.thedisciplinedinvestor.com/blog/2008/05/02/dilution-infusion-and-collusion-push-em-higher/ Investment Disciplines and Timely Advice. Fri, 30 Jul 2010 10:13:33 -0400 http://wordpress.org/?v=2.9.2 hourly 1 By: LB http://www.thedisciplinedinvestor.com/blog/2008/05/02/dilution-infusion-and-collusion-push-em-higher/comment-page-1/#comment-2493 LB Sat, 03 May 2008 17:13:23 +0000 http://www.thedisciplinedinvestor.com/blog/?p=670#comment-2493 It might behoove investors to recall this photo before they jump on the bull-wagon: http://voanews.com/english/images/afp_bush_iraq_mission_accomplished_16mar07_210.jpg LB It might behoove investors to recall this photo before they jump on the bull-wagon: http://voanews.com/english/images/afp_bush_iraq_mission_accomplished_16mar07_210.jpg

LB

]]> By: Jonathan Lawson http://www.thedisciplinedinvestor.com/blog/2008/05/02/dilution-infusion-and-collusion-push-em-higher/comment-page-1/#comment-2490 Jonathan Lawson Fri, 02 May 2008 21:24:48 +0000 http://www.thedisciplinedinvestor.com/blog/?p=670#comment-2490 The market simply does not care. The bulls are running this up on increasingly lighter volume. The idea that the "market is overtly not as bad as had been priced in" is winning the day. It is just a matter of time before the markets pause to scratch its collective head. I think the market is in "screw as many people as it can" mode. Suck 'em in, Suck 'em in. Then stick it to 'em. For what it is worth I am playing sideways type option strategies around these levels. 1390 and 1440 SPX There are a few key level coming up. And this should coincide with the CNBC "celebrations of the worst is over". IWM - 50% retracement from high to low is 74.66, that should pretty much coincide with the downtrending 200 day MA. SPY- We hit and were rejected of the 50% retracement (141.94), and we have hit the Primary downtrend line, the 200 day MA is @ 143 .25 It seems to me this disconnect of logic vs relief is coming to a head. Albeit, it may just end with a fizzle. Unless we find a bottom in housing very quickly (doubtful), the height of the ARM reset month (JULY) will upset the fragile balance of optimism. I should be an interesting time ahead. thanks for the posts and podcast The market simply does not care. The bulls are running this up on increasingly lighter volume. The idea that the “market is overtly not as bad as had been priced in” is winning the day. It is just a matter of time before the markets pause to scratch its collective head.

I think the market is in “screw as many people as it can” mode. Suck ‘em in, Suck ‘em in. Then stick it to ‘em.

For what it is worth I am playing sideways type option strategies around these levels. 1390 and 1440 SPX

There are a few key level coming up. And this should coincide with the CNBC “celebrations of the worst is over”.

IWM – 50% retracement from high to low is 74.66, that should pretty much coincide with the downtrending 200 day MA.

SPY- We hit and were rejected of the 50% retracement (141.94), and we have hit the Primary downtrend line, the 200 day MA is @ 143 .25

It seems to me this disconnect of logic vs relief is coming to a head. Albeit, it may just end with a fizzle.

Unless we find a bottom in housing very quickly (doubtful), the height of the ARM reset month (JULY) will upset the fragile balance of optimism.

I should be an interesting time ahead.

thanks for the posts and podcast

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