Comments on: What If Retail Investors Are Smart To Ignore This Rally? http://www.tradersnarrative.com/what-if-retail-investors-are-smart-to-ignore-this-rally-3219.html Freshly squeezed market commentary & analysis Sat, 20 Mar 2010 05:42:55 +0000 http://wordpress.org/?v=2.0.2 by: dacian http://www.tradersnarrative.com/what-if-retail-investors-are-smart-to-ignore-this-rally-3219.html#comment-57274 Mon, 16 Nov 2009 12:19:07 +0000 http://www.tradersnarrative.com/what-if-retail-investors-are-smart-to-ignore-this-rally-3219.html#comment-57274 there is another problem I see here with this rally; what would be in the public's eyes another "bad guess" from Wall Street? I mean these people in Wall Street are working hard to make us believe this is a recovery, right? (the market knows in advance, it anticipates). Now how the american public will deal with another bad move from Wall Street? That's why they need to keep this rally on, it's a lie but they need to perpetrate it; they have no choice. In general, it doesn't worth playing such moves, although this one was exceptional and worth the price capturing part of it. One need to keep in mind that the pool of greater fools is not unlimited; some participants know this, most don't so be maximum prudence is required; going full long after such a move it might hurt (yes, we can move 50% above 200DMA or make another 60% move up from here, but the odds are rather slim imo). The best strategy here imo is to be hedged; we'll see how this plays out... there is another problem I see here with this rally; what would be in the public’s eyes another “bad guess” from Wall Street? I mean these people in Wall Street are working hard to make us believe this is a recovery, right? (the market knows in advance, it anticipates). Now how the american public will deal with another bad move from Wall Street? That’s why they need to keep this rally on, it’s a lie but they need to perpetrate it; they have no choice.

In general, it doesn’t worth playing such moves, although this one was exceptional and worth the price capturing part of it. One need to keep in mind that the pool of greater fools is not unlimited; some participants know this, most don’t so be maximum prudence is required; going full long after such a move it might hurt (yes, we can move 50% above 200DMA or make another 60% move up from here, but the odds are rather slim imo). The best strategy here imo is to be hedged; we’ll see how this plays out…

]]> by: Babak http://www.tradersnarrative.com/what-if-retail-investors-are-smart-to-ignore-this-rally-3219.html#comment-57244 Sun, 15 Nov 2009 15:33:26 +0000 http://www.tradersnarrative.com/what-if-retail-investors-are-smart-to-ignore-this-rally-3219.html#comment-57244 yes, this was in a recent interview yes, this was in a recent interview

]]> by: Investorsconundrum http://www.tradersnarrative.com/what-if-retail-investors-are-smart-to-ignore-this-rally-3219.html#comment-57219 Sun, 15 Nov 2009 12:42:39 +0000 http://www.tradersnarrative.com/what-if-retail-investors-are-smart-to-ignore-this-rally-3219.html#comment-57219 Babak, you said Paul Desmond expects a 3 year bull market?. I'm a Lowry's subscriber and I don't read nothing like this. Are tou refering to any Paul public interview? Babak, you said Paul Desmond expects a 3 year bull market?. I’m a Lowry’s subscriber and I don’t read nothing like this. Are tou refering to any Paul public interview?

]]> by: dacian http://www.tradersnarrative.com/what-if-retail-investors-are-smart-to-ignore-this-rally-3219.html#comment-57090 Fri, 13 Nov 2009 16:52:13 +0000 http://www.tradersnarrative.com/what-if-retail-investors-are-smart-to-ignore-this-rally-3219.html#comment-57090 Babak, all good questions; I don't know if the stupid retailer Wall Steet likes to fool and take their money will be right or wrong, but does that matter in the end? What's sure is that the demand for everything goes down! Stocks included! So yes, Wall Street can have parties, well, good for them. But the stupid Jim doesn't bite this time; yes my friend, this is the sad truth. And it's not because they are stupid or feel insulted, but because they simply don't have enough income to participate! It's as simple as that imo... Babak, all good questions; I don’t know if the stupid retailer Wall Steet likes to fool and take their money will be right or wrong, but does that matter in the end? What’s sure is that the demand for everything goes down! Stocks included! So yes, Wall Street can have parties, well, good for them. But the stupid Jim doesn’t bite this time; yes my friend, this is the sad truth. And it’s not because they are stupid or feel insulted, but because they simply don’t have enough income to participate! It’s as simple as that imo…

]]> by: Babak http://www.tradersnarrative.com/what-if-retail-investors-are-smart-to-ignore-this-rally-3219.html#comment-57086 Fri, 13 Nov 2009 16:07:46 +0000 http://www.tradersnarrative.com/what-if-retail-investors-are-smart-to-ignore-this-rally-3219.html#comment-57086 alfagetti, most of it is 'taxable' which would be regular T-bonds and corporates. Munis make up about 20-25% of total bonds. You can get the <a href="http://www.ici.org/research/stats" rel="nofollow">data here</a> and see for yourself. alfagetti, most of it is ‘taxable’ which would be regular T-bonds and corporates. Munis make up about 20-25% of total bonds. You can get the data here and see for yourself.

]]> by: alfagetti http://www.tradersnarrative.com/what-if-retail-investors-are-smart-to-ignore-this-rally-3219.html#comment-57075 Fri, 13 Nov 2009 14:16:13 +0000 http://www.tradersnarrative.com/what-if-retail-investors-are-smart-to-ignore-this-rally-3219.html#comment-57075 re: the inflows to bond funds.. is there any breakdown, i.e. are these mainly corporate bond funds, i.e. a diltuted play on equities? or are they bona fide government bond funds? thanks re: the inflows to bond funds.. is there any breakdown, i.e. are these mainly corporate bond funds, i.e. a diltuted play on equities? or are they bona fide government bond funds? thanks

]]>