Comments on: CONTRARIAN SIGN? PORTFOLIO MANAGERS ARE GETTING VERY BULLISH http://pragcap.com/portfolio-managers-are-bullish Sat, 26 May 2012 02:03:20 +0000 hourly 1 http://wordpress.org/?v=3.3.2 By: ike tossia http://pragcap.com/portfolio-managers-are-bullish/comment-page-1#comment-12731 ike tossia Tue, 09 Mar 2010 22:08:47 +0000 http://pragcap.com/?p=18046#comment-12731 yep aha. and DOW 20000. this feels like the first two weeks of january. four more piigs to go. got boat short S&P's again today after getting mini-bullish last month around 1050. this made no sense until this afternoon when the true colors came up. yep aha. and DOW 20000. this feels like the first two weeks of january. four more piigs to go. got boat short S&P’s again today after getting mini-bullish last month around 1050. this made no sense until this afternoon when the true colors came up.

]]> By: ES http://pragcap.com/portfolio-managers-are-bullish/comment-page-1#comment-12698 ES Tue, 09 Mar 2010 16:38:56 +0000 http://pragcap.com/?p=18046#comment-12698 Agree, it doesn't look like fundamentals are going to catch up. The purpose of the various liquidity programs and bailouts was to buy time to let the fundamentals recover. But there are structural problems preventing that and so the stimulus and bailout and liquidity money are about to stop and fundamentals are still not there to support the market. However, whether it will become priced into the market next month or 3 months from now or next week, we don't know.Until then all we can do is rely on technicals. Agree, it doesn’t look like fundamentals are going to catch up. The purpose of the various liquidity programs and bailouts was to buy time to let the fundamentals recover. But there are structural problems preventing that and so the stimulus and bailout and liquidity money are about to stop and fundamentals are still not there to support the market. However, whether it will become priced into the market next month or 3 months from now or next week, we don’t know.Until then all we can do is rely on technicals.

]]> By: Andrew http://pragcap.com/portfolio-managers-are-bullish/comment-page-1#comment-12689 Andrew Tue, 09 Mar 2010 14:47:28 +0000 http://pragcap.com/?p=18046#comment-12689 Fundamentals will not catch up - in fact, they have been going in the opposite direction for over a year. Whatever cannot go on forever must end. Both fundamentals, techinicals, and mere independent thought suggest the end is very near. This is a classic topping market, and like any topping market, it will top when the fewest number of people expect it. It helps to remember that Mr. Market prefers to make as many people as possible part with their money. Fundamentals will not catch up – in fact, they have been going in the opposite direction for over a year. Whatever cannot go on forever must end. Both fundamentals, techinicals, and mere independent thought suggest the end is very near. This is a classic topping market, and like any topping market, it will top when the fewest number of people expect it.

It helps to remember that Mr. Market prefers to make as many people as possible part with their money.

]]> By: ES http://pragcap.com/portfolio-managers-are-bullish/comment-page-1#comment-12686 ES Tue, 09 Mar 2010 14:06:43 +0000 http://pragcap.com/?p=18046#comment-12686 Just shows how physotic this market is, there is no conviction either way , we swing from bullish to bearish in a matter of days purely on technicals because fundamentals were left a long way back several months ago and they haven't caught up, so technicals is all we have. Just shows how physotic this market is, there is no conviction either way , we swing from bullish to bearish in a matter of days purely on technicals because fundamentals were left a long way back several months ago and they haven’t caught up, so technicals is all we have.

]]> By: The Max Factor http://pragcap.com/portfolio-managers-are-bullish/comment-page-1#comment-12685 The Max Factor Tue, 09 Mar 2010 13:53:08 +0000 http://pragcap.com/?p=18046#comment-12685 Like everything in life .... nothing is perfect but what he states here with HSNSI is a valid sentiment, you do not have to like it but trade it properly. Like everything in life …. nothing is perfect but what he states here with HSNSI is a valid sentiment, you do not have to like it but trade it properly.

]]> By: Harry http://pragcap.com/portfolio-managers-are-bullish/comment-page-1#comment-12681 Harry Tue, 09 Mar 2010 10:09:47 +0000 http://pragcap.com/?p=18046#comment-12681 If Hulberts indicators worked, he would set up a fund and coin money. Instead he sells his advice for a few dollars. Remember you get what you pay for. If Hulberts indicators worked, he would set up a fund and coin money. Instead he sells his advice for a few dollars. Remember you get what you pay for.

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