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

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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Comments (4)
  • SoldHigh
    , contributor
    Comments (1013) | Send Message
     
    For now, the trend is up.
    19 Mar 2012, 06:35 PM Reply Like
  • untrusting investor
    , contributor
    Comments (9964) | Send Message
     
    Then maybe you ought to "sell high" then.
    19 Mar 2012, 06:48 PM Reply Like
  • Herr Hansa
    , contributor
    Comments (3085) | Send Message
     
    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
  • HoeTamer
    , contributor
    Comments (186) | Send Message
     
    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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