Comments on: Record Bullish Ratio

By: Tuesday links: not-so distressed debt Abnormal Returns

Tuesday links: not-so distressed debt Abnormal Returns — Tue, 05 Jan 2010 17:51:20 +0000

[...] bullish equity sentiment reached an extreme? (Big Picture also Behind the [...]

By: For today. at least, my skepticism rules - Steve Cook on Disciplined Investing - InvestorsInsight.com | Financial Intelligence, Advice & Research / Investment Strategies & Planning for Individual Investors.

Tue, 05 Jan 2010 14:33:05 +0000

[...] circa 25% in cash. Update on the bull/bear ratio (chart): http://www.ritholtz.com/blog/2010/01/record-bullish-ratio/   An interesting article comparing the financial stocks today with the technology [...]

By: royrogers

royrogers — Tue, 05 Jan 2010 03:52:33 +0000

barry, I don’t get it, in this thread, everybody is bullish, then why the previous post with record
bond inflows ??
one of these are wrong, but which one ??

~~~

BR: Comments are anecdotal; AAII is a more comprehensive survey

By: johnny

johnny — Tue, 05 Jan 2010 03:23:06 +0000

Personally I feel the market will be treading lowerfor a number of years due to what some call the great dilution. Many companies are stuffed to their gills in debt. I do not foresee bank willingness to roll this debt leaving only one option – dilution – to pay it down.

By: I-Man

I-Man — Tue, 05 Jan 2010 02:45:29 +0000

Lickle fish “ifish” is not fit to rock even the little I…

Enuff fi mek de real I come outta hiber-nay-shan.

Feels like even permabears are squeamish and timid in this tape, BR. I-Man is short, verily so, and a bit sick to the stomach-ly so today… but short nonetheless.

By: call me ahab

call me ahab — Mon, 04 Jan 2010 21:10:10 +0000

ifish is fishing all right- trolling for whoever takes the bait

By: rootless_cosmopolitan

rootless_cosmopolitan — Mon, 04 Jan 2010 21:00:12 +0000

ifish,

“This has been the most hated and inconvincing rally (to many – especially Mr. and Ms. Main Street) since it began!”

On what metric is this assertion founded? On the I-feel-it-in-my-guts metric?

Or are you just making fun of Barry, because he made the same assertion a few months ago?

Perhaps, it’s just a trick statement and “since it began” is also the start of the time period to which the rally is compared. Since this rally began, there has been only one rally. Logically, it’s the most hated one, since then. And the most loved one as well.

By: jeg3

jeg3 — Mon, 04 Jan 2010 20:53:35 +0000

MA, it may be brutal,
but team Obama has plans:

“One also has to wonder if and when the government will begin to more aggressively manage the access of private citizens to their 401K’s and IRA’s and other forms of savings. Or is it just sufficient to manage the things that one might hold in them. Hard to say.”

http://jessescrossroadscafe.blogspot.com/2010/01/is-us-goverment-preparing-lifeboats-for.html

By: ifish

ifish — Mon, 04 Jan 2010 20:38:22 +0000

More room to run.

This has been the most hated and inconvincing rally (to many – especially Mr. and Ms. Main Street) since it began!

How about Art Cash In (Cash In – what a name!) on cnbc?

He’s always telling Haynes that the “Punch Is Tainted!”. I love him though. Becoming a cult figure with his Cutty Sark – or is it J and B?

Anybody that dumped last winter or early spring missed out big time.

HEY BARRY! When is Byron 2010 predictions coming out?

I Fish (not now…it’s too cold!)

By: Marcus Aurelius

Marcus Aurelius — Mon, 04 Jan 2010 20:31:04 +0000

The coming leg down (it would be unfair and dishonest to call it a correction off the recent highs) will be brutal. And, sadly, once again, no one could have seen it coming.