Speculators Return to Commodities, Aussie and Canadian Dollar [View article]
Good article.
It may be tempting to say that bullishness is contrarian, but after the market rise of the past three weeks, is that true? I fear that the contrarian today will be bullish on some areas and bearish on others and the problem is we won't know which are contrarian or not for months.
Recovery starting this year? Will that presage a double dip recession? will be so
Or will a recovery starting this year be a recovery so slow (say 1% GDP growth) that it will feel like recession?
No recovery this year? Will that mean we will get in the 5-10% decline range for GDP and be on the threshhold of depression?
Speculators Return to Commodities, Aussie and Canadian Dollar [View article]
It may be tempting to say that bullishness is contrarian, but after the market rise of the past three weeks, is that true? I fear that the contrarian today will be bullish on some areas and bearish on others and the problem is we won't know which are contrarian or not for months.
Recovery starting this year? Will that presage a double dip recession? will be so
Or will a recovery starting this year be a recovery so slow (say 1% GDP growth) that it will feel like recession?
No recovery this year? Will that mean we will get in the 5-10% decline range for GDP and be on the threshhold of depression?
Or will everything be rosy 2010-12?