Zeev you mentioned a target below 8000 by October a serious bear for sure. My question is do you have an opinion on a target for oil gold silver the dollar or intersest rates for the same time frame?
Donald Luskin - Happy Days Are (Almost) Here Again Monday, January 24, 2005
Valuation and other market measures tell me that stocks are on the verge of a very nice rally....
....One of the things that Fred is looking at now, three weeks later, is a unique approach to put/call ratios. Technicians believe that when put option trading exceeds call option trading, it means investors are getting excessively bearish. Fred goes this one better: He looks separately at the put/call ratio for options on stock indexes and the put/call ratio for options on individual stocks. On the theory that index options are used more by professional investors and individual stock options are used more by amateurs, Fred looks for times when the individual stock put/call ratio exceeds that of the index option put/call ratio....
Re: <...by late October, I believe we will have had a print under 8000 on the dow, now, that is a bear....>
Zeev we already have over $6 trillion in money market and other short term instruments, where is money going as the market deteriorates? Are foreign markets going to suffer as well?
Long term rates don't seem to have moved like short rates have. Are you expecting longer bonds to tread water or begin a slide concomitantly?
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