Comments on: Sentiment Overview: Week Of June 5th, 2009 http://www.tradersnarrative.com/sentiment-overview-week-of-june-5th-2009-2638.html Freshly squeezed market commentary & analysis Sat, 21 Nov 2009 19:19:20 +0000 http://wordpress.org/?v=2.0.2 by: Babak http://www.tradersnarrative.com/sentiment-overview-week-of-june-5th-2009-2638.html#comment-41113 Sun, 07 Jun 2009 21:00:31 +0000 http://www.tradersnarrative.com/sentiment-overview-week-of-june-5th-2009-2638.html#comment-41113 madison, the pressure to perform can be overwhelming for the pros. Leuthold mentioned in a Bloomberg interview a few weeks ago that this will be one of the variables to keep the rally going. madison, the pressure to perform can be overwhelming for the pros. Leuthold mentioned in a Bloomberg interview a few weeks ago that this will be one of the variables to keep the rally going.

]]> by: madison http://www.tradersnarrative.com/sentiment-overview-week-of-june-5th-2009-2638.html#comment-40967 Sat, 06 Jun 2009 15:18:47 +0000 http://www.tradersnarrative.com/sentiment-overview-week-of-june-5th-2009-2638.html#comment-40967 Nice work on this blog. I work in the capital allocation business, and the thing that startles me is the overwhelming negative sentiment of professional investors. This is true for both long only and alpha types. OTOH retail sentiment is improving, as you note. In the past retail has usually been wrong, but this time has a different feel to it. If we are still here at quarter's end, institutional might capitulate. Also, not included in the surveys is the still very negative attitude of savers/long term investors. They are waiting for breakeven and are keeping new savings in CDs and such. It will be awhile, if ever, till they come back. This is quite bullish for retail banking. Nice work on this blog. I work in the capital allocation business, and the thing that startles me is the overwhelming negative sentiment of professional investors. This is true for both long only and alpha types. OTOH retail sentiment is improving, as you note. In the past retail has usually been wrong, but this time has a different feel to it. If we are still here at quarter’s end, institutional might capitulate.

Also, not included in the surveys is the still very negative attitude of savers/long term investors. They are waiting for breakeven and are keeping new savings in CDs and such. It will be awhile, if ever, till they come back. This is quite bullish for retail banking.

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