"The sentiment signals are starting to stack up against the bulls."
http://pragcap.com/portfolio-managers-are-bullish
That is true Bullitt but lately we've seen sentiment turn both direction in the blink of an eye.
Recently there has been no difference between the B&H and timers except where their buying and holding.
Sentiment seems to have frozen some people who would otherwise be movers and shakers. If we do get a dip I'm not sure it would be big enough to unfreeze those that are stuck in neutral. One of the reason I made the move was because I was becoming fiscally paralized. Win or lose I feel better now.
In Dog Beers I've only had two.
Kinda like the thought
I bailed out of F holdings because they seemed to be a dead zone. This market seems rather flat, but there is an upside. If 'The One' and Congress would shut up I think we would be in a boom. Well, they can only talk so much. They are about to wind themselves...
Lookin' up at the 'G Fund'!!!
Buying some of my favorites on the high again - adding to my base: BCS, UBS, GWR, HHS, KBH, DHI. I need to DCA into my lamb chop account also before they get away from me, so I'll probably return if we move even higher back above 10,600. Snort.
dannyboy,
I hope you own a bungie cord.
"The Markets Keep Going Up and You've Missed It." Not me I caught every nickel off the lows but it took mounds of courage and my special pair of sticky pants. And having the best investment adviser cat anybody could ask for certainly helped. Mindylou says the VIX will drop into the 16 level before the close.
http://safehaven.com/article-16048.htm
"There was a lot of cash sitting on the sidelines, and institutional investors smelled a great opportunity, and it's really the big investors that drive the markets in a significant manner, and that's really what it's been all about."
Thanks BT, this fits right inline with the discussion of the PVI/NVI indicators in my latest blog.
Retired, 10G/90C_ BLOG: Stats for April, 2024 Stats
JTH - exactly.
"Looking back all the way to 1900 chart of market I've never seen a major top without breadth deteriorating for many months or even a year or more before a major bear...market breadth is extremely positive right now."
http://safehaven.com/article-16052.htm
I don't know about anyone else but my feeling is we are setting up for one mean melt-up buying panic - enough of a move to create real damage in the bear arena. Some say there is no way this bull can run further without the participation of the housing sector or consumer spending. We don't need their participation because this market and recovery will be powered in large part by exports and business capex spending - that's all we need for the rest of this year and then mom and pop will return to blast us further up the valley. I'm staying heavy with the C fund because over 50% of those company revenues come from overseas. The emerging economies are showing hot growth and those markets should lead to further upside for our markets. Be in to win.
S&P500 (C Fund) (delayed) (Stockcharts.com Real-time) |
DWCPF (S Fund) (delayed) (Stockcharts.com Real-time) |
EFA (I Fund) (delayed) (Stockcharts.com Real-time) |
BND (F Fund) (delayed) (Stockcharts.com Real-time) |
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Yahoo Finance Realtime TSP Fund Tracking Index Quotes |
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