Archive for September, 2010

Sentiment and [YIKES!] politics

Wednesday, September 1st, 2010

I’ll just reach over and touch this wire here. . .

As far as stocks are concerned, the only thing better than a Democrat White House is a Democrat White House with a Republican Senate.

(more…)

Share

Sentiment update

Wednesday, September 1st, 2010

Sentiment is lousy but I’m too depressed to talk about it . . .

Below

  • Several public surveys show bullishness at very low levels, but . . .
  • Bearish is not at such extremes
  • Insiders are a hopeful sign
  • Much of the September nastiness may already be discounted
  • Bottom line:  sentiment closer to signaling buy than sell

(more…)

Share