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David Kotok turns "extraordinarily bullish," saying markets are ignoring easy-money politices...

David Kotok turns "extraordinarily bullish," saying markets are ignoring easy-money politices being in place not just here, but worldwide, for a very long time. Stocks, investment-grade paper, high-grade municipal paper - they're all headed far higher.
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Comments (6)
  • Positive Equity
    , contributor
    Comments (483) | Send Message
     
    When?
    12 Nov 2012, 12:44 PM Reply Like
  • Remyngton
    , contributor
    Comments (350) | Send Message
     
    kotok = stopped clock
    12 Nov 2012, 01:32 PM Reply Like
  • Laurent1962
    , contributor
    Comments (97) | Send Message
     
    "easy-money politices" : policies I suppose ?

     

    Bullish ?

     

    All US Indices are already so high with not much of a Reason ;-) ?
    12 Nov 2012, 01:40 PM Reply Like
  • 1234gel
    , contributor
    Comments (1395) | Send Message
     
    Declining economy = poor earnings = poor market growth = bear market = opposite of Kotok premise

     

    QE = money printing = dollar debasement = inflation = market fear = bear market = opposite of Kotok premise

     

    Kotok premise = bad advice = not reliable source.
    12 Nov 2012, 03:16 PM Reply Like
  • arthurbuchner1
    , contributor
    Comments (44) | Send Message
     
    so lets work it out

     

    11 sept he is worried about complacency

     

    http://bloom.bg/SIg5Vf

     

    17 sept recession

     

    http://read.bi/ZhWNvj

     

    12 nov bull market .

     

    do your research talking heads are just that ,pick your stocks we in for an up and down year as no one knows where we going
    12 Nov 2012, 06:13 PM Reply Like
  • 1234gel
    , contributor
    Comments (1395) | Send Message
     
    Kotok is dreaming of euphoric year end data, and the only basis for it is continued low interest rates. Last I checked, the markets react to earnings and sentiment..... I guess he overlooked a few important details in his forecast.

     

    My gardener's method is superior for more accurate results - put wet finger in air and see which way the wind is blowing.
    12 Nov 2012, 09:41 PM Reply Like
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