Comments on: Carving my Jack-o-,no wait, Ben-o-lantern http://flyboysfund.jeffreylin.net/2007/10/31/carving-my-jack-o-no-wait-ben-o-lantern/ Investing with an Engineering, Science, & Technology Edge Wed, 20 Aug 2008 20:35:14 +0000 http://wordpress.org/?v=2.5.1 By: FlyboysFund - Investing with an Engineering, Science, & Technology Edge » Blog Archive » Fed cuts 0.75 bps, FOR OCTOBER. Now let's cut for November and December http://flyboysfund.jeffreylin.net/2007/10/31/carving-my-jack-o-no-wait-ben-o-lantern/#comment-7702 FlyboysFund - Investing with an Engineering, Science, & Technology Edge » Blog Archive » Fed cuts 0.75 bps, FOR OCTOBER. Now let's cut for November and December Tue, 22 Jan 2008 13:54:52 +0000 http://flyboysfund.jeffreylin.net/2007/10/31/carving-my-jack-o-no-wait-ben-o-lantern/#comment-7702 [...] - Part 1Dreamliner Rollout Clip from MarketWatch & WSJExpectations for Manitowoc's Q3 EarningsCarving my Jack-o-,no wait, Ben-o-lantern"Deep Sea Drillers on National Geographic" - Must Watch for Oil Service Stocks and [...] [...] - Part 1Dreamliner Rollout Clip from MarketWatch & WSJExpectations for Manitowoc’s Q3 EarningsCarving my Jack-o-,no wait, Ben-o-lantern”Deep Sea Drillers on National Geographic” - Must Watch for Oil Service Stocks and [...]

]]> By: FlyboysFund - Investing with an Engineering, Science, & Technology Edge » Blog Archive » Steeling Ideas from Steel Inventories http://flyboysfund.jeffreylin.net/2007/10/31/carving-my-jack-o-no-wait-ben-o-lantern/#comment-5268 FlyboysFund - Investing with an Engineering, Science, & Technology Edge » Blog Archive » Steeling Ideas from Steel Inventories Wed, 28 Nov 2007 08:55:11 +0000 http://flyboysfund.jeffreylin.net/2007/10/31/carving-my-jack-o-no-wait-ben-o-lantern/#comment-5268 [...] I agree with their cautious and defensive stance. I believe we’re headed for a not pretty recession if the Fed doesn’t get the interest rate down near the rate of 2-yr treasuries, which is trading around 3% at the moment, by February. Therefore, I would LIKE to see at least a 75bp cut when the Fed meets on Dec. 11th. Anything less I would take as a sell signal just as I felt anything less than a 50bp cut on Oct. 31st was a sell. [...] [...] I agree with their cautious and defensive stance. I believe we’re headed for a not pretty recession if the Fed doesn’t get the interest rate down near the rate of 2-yr treasuries, which is trading around 3% at the moment, by February. Therefore, I would LIKE to see at least a 75bp cut when the Fed meets on Dec. 11th. Anything less I would take as a sell signal just as I felt anything less than a 50bp cut on Oct. 31st was a sell. [...]

]]>