Comments on: SMALL SPECULATORS REMAIN BEARISH

By: GreenAB

GreenAB — Wed, 30 Dec 2009 08:34:51 +0000

looks like the dumb money is back in the game.

IG corporates weakening along with treasuries.
and very slowly melting HY spreads can´t compensate falling treasury prices any longer.

so it seems that average joe finally threw in the towel and decided to take a chance on stocks again.
and logically they buy the sector that has fallen the most and seems to promise most upside potential.

see:

US Equity Fund Inflows Hit 79-Week High: EPFR

http://www.cnbc.com/id/34619533

By: crosscreek

crosscreek — Wed, 30 Dec 2009 00:43:10 +0000

This data is not corroborated by CME futures, which have commercials heavily net short, especially with NDX futures.

By: BGray

BGray — Tue, 29 Dec 2009 16:18:11 +0000

Are small specs equivalent to retail investors?

By: vfsvfl

vfsvfl — Tue, 29 Dec 2009 12:50:53 +0000

Thanks for this snapshot. It strikes me that this data was totally unreported throughout this 9-month rally…