Replies to post #371759 on Zeev's Turnips Patch-No Politics (ZEEV)

[travllr]

Hedge Funds' Pitfalls Exposed
(Commentary) Every time a hedge fund collapses, burned clients express shock while more than a few investment experts say, "I told you so."



http://www.investing-news.com/artman/publish/article_609.shtml


-trav

[Newly2b]

Well said. I am seeing the same thing in the charts. I don't see where sustainable market improvement can come from when the average J6P simply doesn't have the extra cash to put into the market, in addition to an unwillingness to risk further losses after those sustained in 2000. Foreigners are hesitant due to the falling value of the dollar. Without cash flowing into equities, how can the market rise? No doubt, that is why The Street is salivating over the prospect of private ss accounts, hoping it will give the market the same sort of cash injection IRA's did when they came into existence.

Newly

[dvdmogul]

You said "Market is starting to sense it, and I think from now on every rally will be sold with vengeance. The trend is changing. "

That is a pretty bold brush your painting with.(width)

BY Whom ? might I ask, are you speaking for?

DID you miss the changes in the S&P ? Credit due for at least this part of your comment(I think the market is constantly evolving)
The question is will you be able to read its subtltys?

Do you understand what it means to shift from Valuation based accounting to Supply based Accounting?

Perhaps you should step away from the controls or risk further damage to your fledgling reputation.

(Market starting to sense it) Guess you mean its catching up to you?

[Zeev Hed]

I agree that the market is changing and thus indicators must be adjusted. However, the basic contrarian philosophy should still be valid, and the fact that we have not reached extreme in sentiment indicators, might simply mean that the market is simply absorbing, so far not too badly, the advance late last year. From an economic point of view, I still do not see the clouds of a consumer led recession appearing on the horizon. Note the relatively benign employment figures. Not too shabby, and counteracting the effect of "tapping out" of some of the in the consumer pale. Actually, the two months of semiequip BTB reading at .78, might indicate a loca bottom in that indicator (much higher than extremes reached in the last few years, but many indicators fail to reach such extremes recently). That might be an indication that the semi sector is finished with its own minibear and could have a run till the middle of May, maybe even into July. Look how SNDK is refusing to let me back in under $27 (g), during this retrench.

[jathor]

dude, you were just smoked..are you westpac?