Market Puke Time???

Harry said: "Interest rates look to be going ever higher beyond previous expectations. Not suprising the surplus of available homes in beginning to skyrocket. Fuel and distillates inventories are down. The price per barrel of oil is rising steady... ...is it market PUKE time??? Just browsing over market activity makes me wonder if we're at the end of the last great rally for awhile. The answer may be don't invest ir invest STRATEGICALLY for the changing times. Manufacturer may dip...as good that go into starting a new homes sinks. REITS have to weaken. I'm now thinking oil...oil drillers...oil sands...alternative energy...auto industry leaders with hybrids... I'm also thinking cyclical stocks for products that get consumed no matter what housing or interest rates does. Such stocks with dividends esp. Maybe defense... Opinions...comments..."

HappyHarry said: "Could be. The only thing keeping the economy moving is consumers, and they're sketchy too. Gas prices might send everyone into a coma."

trickynick said: "While the housing market is cooling off it is also important to consider that employment continues to grow. This will soften the blow of the declining housing market on the economy. Really this rising interest rate situation would have happened a lot sooner if it were not for the unprecedented volume of foreign lending we have been experiencing over the last five years or so. I believe there may be a recession some time over the next couple years but it will be brief."

trickynick said: "[QUOTE=Harry] The answer may be don't invest ir invest STRATEGICALLY for the changing times.[/QUOTE] There is also the option of investing primarily in markets other than the United States, that's what I am doing at least for my long-term portfolio."

lil dickie said: "India and China I would guess?"

Grifter said: "[QUOTE=Harry]Interest rates look to be going ever higher beyond previous expectations. Not suprising the surplus of available homes in beginning to skyrocket. Fuel and distillates inventories are down. The price per barrel of oil is rising steady... ...is it market PUKE time??? Just browsing over market activity makes me wonder if we're at the end of the last great rally for awhile. The answer may be don't invest ir invest STRATEGICALLY for the changing times. Manufacturer may dip...as good that go into starting a new homes sinks. REITS have to weaken. I'm now thinking oil...oil drillers...oil sands...alternative energy...auto industry leaders with hybrids... I'm also thinking cyclical stocks for products that get consumed no matter what housing or interest rates does. Such stocks with dividends esp. Maybe defense... Opinions...comments...[/QUOTE] I think interest rates wont raise any higher after 2 more quarters, wouldnt that tehnically be a good sign? I think near term... next few months will be hell but I think its going to be all good by winter. Definitely the energy and defense industry is where its at. I think its too early to tell right now, seems like it could go both ways IMO. Play cautiously as always is my motto."

AlfredSokol said: "This new guy is not as predictable as Greenspan. No telling what may happen, IMHO"

wildmandan32 said: "remember historically as interest rates rise the market goes down, myself i am really being aggressive locking in profits, minimizing my losses this is a touchy time...."

Harry said: "[QUOTE=Grifter]I think interest rates wont raise any higher after 2 more quarters, wouldnt that tehnically be a good sign? I think near term... next few months will be hell but I think its going to be all good by winter. Definitely the energy and defense industry is where its at. I think its too early to tell right now, seems like it could go both ways IMO. Play cautiously as always is my motto.[/QUOTE] They've said "2 more times" a couple of times now."

AlfredSokol said: "I expect good things this week!"

Harry said: "My prediction...after June f1st's OPEC Meeting oil could take a big drop...and the rest of the market will benefit. The June 1st meeting is in Caracas, Venezuela, Shvaez in Venezuela want cheaper oil...so does OPEC. I see some sort of rabbit being pulled out of the hat at some point. Gotta calculate in Niger and Iran too. [url]http://www.opec.org/home/press%20room/meetings.htm[/url] [url]http://cnn.netscape.cnn.com/news/story.jsp?idq=/ff/story/0002/20060418/0512430251.htm[/url] [url]http://www.forbes.com/markets/feeds/afx/2006/04/03/afx2644022.html[/url]"