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2010 July at Trader’s Narrative


Archive for July, 2010




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Here is this weekend’s reading list of economic and market news. To see all the links, go to news.tradersnarrative.com:

Another Fakeout for the Bulls Coming?
Grantham CFA Lecture: Move Your Assets!
Is America the Next Lithium Powerhouse?
Conversations with Casey
Niall Ferguson Debates Himself
Goldman reveals where bailout cash went
Inflation vs. Deflation - complimentary 8-page report
Why the $35 Indian tablet will […]


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Here is this week’s look at the sentiment landscape:
Sentiment Surveys
This week’s AAII weekly survey of retail investor sentiment brought us to almost double the low point we saw at the start of this month. Currently 40% of those surveyed expect higher US stock prices in the next 6 months (there were just 21% in the […]


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The uber-bearish strategist at Gluskin Sheff was recently asked to list what exactly would change him into an optimist for the economy and the equity markets.
Here is his top 10 list:

Initial jobless claims below 400k on a sustained basis. This would lead to job growth strong enough to generate organic wage growth.
Improvement in […]

Morning Notes For July 30th 2010


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The following is a guest post by a buy-side analyst working in a US asset management firm. The author’s comments are in italics. Please note that there will be no Morning Notes next week. I welcome your feedback in the comments:
GDP Q over Q (Annualized) Survey 2.6% Actual 2.4 Prior 2.7 Revised 3.7

Americans are most likely to endorse […]


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Earlier in the week we looked at Lowry Research and found them to be continuing to be bullish based on their proprietary measures of demand and supply for equities. In fact, their Buying Power index has surpassed its April highs, indicating that there is a much underlying strength in the equities market.
Checking in with Ned […]




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