Small caps are up more than 1.5% today, reclaiming some of yesterday's 2.5% sell-off in the S-fund. Large caps are not snapping back as easily. The S&P 500 has spent some of the morning in negative territory but is now up around 0.4% trying to catch up to DWCPF (S-fund)

Investors got news that the economy grew at a faster pace than expected in the second quarter. That is good to hear in the midst of earnings season but may dampen rate cut expectations for the rest of the year.

The ETF EFA is down this morning but at its highs trying to climb out of its morning hole.

Bonds are up near 0.4% this morning.

TSP Talk AutoTracker Members

Fifteen TSP Talk AutoTracker members are making IFTs tody.

Eight members are increasing their G-fund exposure today. That ranges from a 5% to a 100% increase. This is a higher rate of moves to the G-fund than we've seen in some time.

Six of the new allocations include a healthy amount of diversification.

Three members are moving from 100% C-fund to 100% S-fund. That includes a top 50 member:

Top Member IFT

Today top member bkc2a is moving from the C-fund to the S-fund. Bkc2a has been part of the C-fund herd all year which has them currently tied for 4th in the TSP Talk AutoTracker standings. Will this move put them distinguish them at the top?

Average Allocation of the Top 300 AutoTracker Members:

(includes premium members)

G: 7.3%, F: 0.3%, C: 59.4%, S: 26.1%, I: 3.0%

Look back to yesterday's report to compare

Yesterday's deep losses dropped both the average C and S-funds among the top 300. The leftovers went to the G-fund which rose from 4.3% to 7.3% without much or any movement to the G-fund by the top 300. Instead, members already holding the G-fund were lifted into the top 300.

Fund Morning Performance

30 minutes before the TSP trade deadline:

The S&P 500 (C-fund) is up 0.4%

The DWCPF (S-fund) is up 1.6%

The ETF EFA (I-fund) is down 0.3%.

The bond ETF BND (F-fund) is up 0.4%

Click Here For Real Time Quotes of the C, S, I, and F-fund Tracking Indices.

Last Look Report members have exclusive access to a Last Look Report Thread on TSPTalk.com. If you are not signed up for the forum yet, you can do so here.

If you do not receive this email at or around 11:30 ET, it is posted every day on the Premium Service page before 11:40 ET.

Forum Posts

tsptalk's Market Talk - It feels like stocks are tired of going down in the short-term, but nobody seems to want to snatch up the big tech names yet. Small caps are catching a bid after Wednesday decline in sympathy with the tech wreck.

S&P 500: Sessions Per Year - Wednesday the S&P 500 closed -2.32%, of the past 16,032 sessions, 417 closed ≤ -2.00%. This comprises 2.6% of all sessions from 1961-Present.

FireWeatherMet Account Talk - Waiting for an open gap to be filled before jumping back into stocks. Yesterday's losses weren't enough to provoke me to buy. I'm sticking to my plan.

TSP Share Prices

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This newsletter was written by Thomas A Crowley (tommyiv). You can email me at tommy@tsptalk for any feedback or questions.

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