http://pragcap.com/saut-rally-extended-but-portfolio-managers-playing-catch-up Sun, 12 Feb 2012 13:32:07 +0000 hourly 1 http://wordpress.org/?v=3.3.1 http://pragcap.com/saut-rally-extended-but-portfolio-managers-playing-catch-up/comment-page-1#comment-6030 tradeking13 Wed, 16 Sep 2009 04:27:53 +0000 http://pragcap.com/?p=8972#comment-6030 I've been hearing this same argument since late Spring. It's getting old. Also, I thought Merrill’s Monthly Manager Survey showed they were "all in" (http://www.ritholtz.com/blog/2009/08/merrill-lynch-global-fund-manager-survey/). I’ve been hearing this same argument since late Spring. It’s getting old. Also, I thought Merrill’s Monthly Manager Survey showed they were “all in” (http://www.ritholtz.com/blog/2009/08/merrill-lynch-global-fund-manager-survey/).

]]> http://pragcap.com/saut-rally-extended-but-portfolio-managers-playing-catch-up/comment-page-1#comment-6024 Anonymous Tue, 15 Sep 2009 23:34:23 +0000 http://pragcap.com/?p=8972#comment-6024 what about managers who are beating the market already and just want to index the rest of the year to capture the alpha...you know...there are portfolio managers who were buying in February and March who actually have made some nice returns what about managers who are beating the market already and just want to index the rest of the year to capture the alpha…you know…there are portfolio managers who were buying in February and March who actually have made some nice returns

]]> http://pragcap.com/saut-rally-extended-but-portfolio-managers-playing-catch-up/comment-page-1#comment-6021 zz Tue, 15 Sep 2009 22:14:44 +0000 http://pragcap.com/?p=8972#comment-6021 FWIW, I like Saut's reasoning here in the short term. But possibly the low insider buying and lower short interest indicate a decline in the mid term. FWIW, I like Saut’s reasoning here in the short term. But possibly the low insider buying and lower short interest indicate a decline in the mid term.

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