Posts filed under “Financial Press”

Media Cliches as Sentiment “Tells”

Funny thing: I was just discussing this very thing with a pal last night — how to use various search engines for sentiment research.

Merrill’s Rosenberg via Abelson:

"A COUPLE OF WEEKS AGO, we ran a chart depicting how many times "Goldilocks" had cropped up in the financial press (it was an all-time peak number.) Incidentally and quite inadvertently, we failed to credit the source of that telling graphic, which was our estimable friends at Dresdner Kleinwort. On the theory that one good chart deserves two others, we direct your gaze to that pair atop these sacred columns, the handiwork of Merrill Lynch’s resourceful David Rosenberg.

As the legend that accompanies each explains, one chart shows the number of times "soft landing" has been mentioned, the other, the frequency "global liquidity" has appeared in this fair land’s beloved papers. As David observes, to a true contrarian, those graphics strongly indicate that the phrases are "already more than fully priced in the investment lexicon and market pricing."

What that means, in turn, he suggests, is "it may be time to think of what happens when these charts revert to the norm" and to even give some thought to "hard-landing plays" (high quality, low U. S. cyclicality and low risk), and plays that correlate inversely with "liquidity," especially if Japan, the fount of so much of that liquidity, begins to hike rates.

We buy that.



Group Therapy
Alan Abelson
Up and Down Wall Street 
Monday, DECEMBER 11, 2006

Category: Economy, Financial Press, Psychology, Technical Analysis

Long the quality / short the quantity

Category: Financial Press


Category: Financial Press, Markets, Psychology launches (Blogs Included)

Category: Financial Press, Weblogs

Bozo Hedge Funds

Category: Financial Press

More Bad Data from the NRF?

I’m kinda dumfounded to see this issue come up time and again, but — there they go again: The National Retail Federation is once again putting out data which has gotten misinterpreted by most of the MSM: “Retailers kicked off the holiday selling season in style as shoppers across the country set their alarms for…Read More

Category: Consumer Spending, Data Analysis, Financial Press, Retail

Massive Retail Roundup

Category: Consumer Spending, Economy, Financial Press, Retail

Goldilocks Word Count

Category: Economy, Financial Press, Psychology, Web/Tech, Weblogs

New WSJ Blog: Holiday Sales Tracker

Category: Financial Press, Retail, Weblogs

Fox to air fake news show (really)

Category: Financial Press, Television