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Archive for the 'Trading' Category



NDR Tim Hayes: 3-5% Correction Ahead

Tim Hayes, chief investment strategist at Ned Davis Research, stopped by the Bloomberg studios for a brief interview:

NDR has been very bullish for some time now. They actually went maximum overweight equities in early April, just ahead of the intermediate market top. And they remained with that thesis throughout the summer: NDR Continuing Bullish.
As […]

Jeremy Grantham’s latest quarterly letter arrives and as usual it is chock full of insight. Grantham touches on every single financial theme we’ve discussed recently: valuation, inflation/deflation, Fed’s role in blowing bubbles, gold, commodities, bonds, etc.
While Grantham is worried about valuations in equities he is holding the course and continuing to recommend high quality US […]

The following is a guest post by a buy-side analyst working in a US asset management firm:
“…the big money was not in the individual fluctuations but in the main movements, in sizing up the entire market and its trend…nobody can catch all the fluctuations. In a bull market your game is to buy and […]

As an addendum to yesterday’s weekly sentiment overview, here is a bit more detail from Lipper FMI regarding US fund flows. There are only several sources for fund flow information and they each report slightly different statistics based on their methodology and thoroughness. But they all are estimates and with a few stragglers remaining yet […]

A few weeks ago I mentioned that the US dollar and Euro sentiment had gotten lopsided enough to warrant our contrarian oriented attention. The US dollar sentiment had reached extreme bearishness while there was full blown euphoria about the Euro.
Apparently, with the scary headlines about Greek debt receding from front pages everywhere, suddenly everyone is […]




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