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The current market environment represents the antithesis of August 2010 and 2011, claim...

  • Monday, March 19, 2012, 6:32 PM ET
    The current market environment represents the antithesis of August 2010 and 2011, claim Barclays' U.S. equity strategists. In each of those instances, a combo of excessive macro bearishness and the arrival of monetary easing set the stage for a rally. Whereas today, the macro outlook is more optimistic, and a round of monetary easing is winding down.
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This news story has 4 comments:

  •  
    For now, the trend is up.
    19 Mar 2012, 06:35 PM Reply Like
  •  
    Then maybe you ought to "sell high" then.
    19 Mar 2012, 06:48 PM Reply Like
  •  
    Exactly right and stated very simply. The volume is just not balanced, with most going towards only a small segment of large caps. Like a tall mountain, the air gets thinner near the top. However, markets have been known to be irrational longer than investors expect.

    Disclosure: about 70% cash position currently (money market and bond holdings)
    19 Mar 2012, 06:51 PM Reply Like
  •  
    100% right, I'm 50% large cap equities since I've already weeded out all small caps and under performing large caps. I makes me cry to see my money market paying .45%, what used to pay $400 a month is now paying $89 a month.
    19 Mar 2012, 07:17 PM Reply Like
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