The Entry Point Market Investors May Be Missing [View article]
I'll take the opposite side of that trade. When everybody expects an outcome such as a W recession it isn't likely to happen.
On Nov 04 06:18 AM Mad Hedge Fund Trader wrote:
> dfh The scariest costume I saw on Halloween worn by a kid dressed > as the Dow Jones Industrial Average. Listening to all of the gnashing > of teeth and hand wringing after the Friday close about broken trend > lines, accelerating downside volume, and crisscrossing moving averages, > you would think that a time machine had just magically transported > us back to the dark days of March, 2009. The volatility index (VIX) > has popped from 20% to 30% in a week. Impressive. A new CNBC poll > says that two thirds of investors are now expecting a “W” shaped > recession, and that the next big move in the market is down. Once > all of the performance chasers finally got the equity weightings > they should have had last March, the market could only go down. We > cut through support in the S&P 500 at 1050 like a hot knife through > butter. Next stop: 980. Then hold your breath.
The Entry Point Market Investors May Be Missing [View article]
On Nov 04 06:18 AM Mad Hedge Fund Trader wrote:
> dfh The scariest costume I saw on Halloween worn by a kid dressed
> as the Dow Jones Industrial Average. Listening to all of the gnashing
> of teeth and hand wringing after the Friday close about broken trend
> lines, accelerating downside volume, and crisscrossing moving averages,
> you would think that a time machine had just magically transported
> us back to the dark days of March, 2009. The volatility index (VIX)
> has popped from 20% to 30% in a week. Impressive. A new CNBC poll
> says that two thirds of investors are now expecting a “W” shaped
> recession, and that the next big move in the market is down. Once
> all of the performance chasers finally got the equity weightings
> they should have had last March, the market could only go down. We
> cut through support in the S&P 500 at 1050 like a hot knife through
> butter. Next stop: 980. Then hold your breath.