Comments on: BEARISH SENTIMENT SPIKES TO A 3 MONTH HIGH http://pragcap.com/bearish-sentiment-spikes-to-a-3-month-high Thu, 24 May 2012 12:54:41 +0000 hourly 1 http://wordpress.org/?v=3.3.2 By: Alex http://pragcap.com/bearish-sentiment-spikes-to-a-3-month-high/comment-page-1#comment-11483 Alex Fri, 05 Feb 2010 14:37:10 +0000 http://pragcap.com/?p=16476#comment-11483 the market continues to be traded on a short term basis by macro funds. Credit investors have been using the equity markets for liquidity since there isn't any in the sovereign CDS market. Equity investorrs have been mostly sidelined, but we see institutional buyers getting much more excited about levels.....wouldn't buy the market until we establish an uptrend, happy to miss out on 5% the market continues to be traded on a short term basis by macro funds. Credit investors have been using the equity markets for liquidity since there isn’t any in the sovereign CDS market.
Equity investorrs have been mostly sidelined, but we see institutional buyers getting much more excited about levels…..wouldn’t buy the market until we establish an uptrend, happy to miss out on 5%

]]> By: TPC http://pragcap.com/bearish-sentiment-spikes-to-a-3-month-high/comment-page-1#comment-11482 TPC Fri, 05 Feb 2010 14:08:12 +0000 http://pragcap.com/?p=16476#comment-11482 Duncan, I have been mostly cash since the Obama regulatory announcement - http://pragcap.com/three-things-i-think-i-think-5 I do think there is a buying opportunity approaching us, however, as we get some more clarity on some of the issues that are spooking markets. I am not convinced that this is the big leg down that many are assuming it might be. Duncan, I have been mostly cash since the Obama regulatory announcement – http://pragcap.com/three-things-i-think-i-think-5

I do think there is a buying opportunity approaching us, however, as we get some more clarity on some of the issues that are spooking markets. I am not convinced that this is the big leg down that many are assuming it might be.

]]> By: Duncan http://pragcap.com/bearish-sentiment-spikes-to-a-3-month-high/comment-page-1#comment-11479 Duncan Fri, 05 Feb 2010 10:08:47 +0000 http://pragcap.com/?p=16476#comment-11479 Are you still positive in the near term? we seem to be returning to the Risk ON/ RIsk OFF trade - earnings and company differentiation seem to matter less at the moment. Are you still positive in the near term? we seem to be returning to the Risk ON/ RIsk OFF trade – earnings and company differentiation seem to matter less at the moment.

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