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Last post 05-22-2008, 6:21 AM by aquaswim47. 7 replies.
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  •  05-20-2008, 11:59 AM 29414

    Market

    Reply Quote
    If the market is efficient and forward looking then what is it seeing today?
  •  05-20-2008, 3:08 PM 29445 in reply to 29414

    Re: Market

    Reply Quote
    stagflation
  •  05-20-2008, 3:35 PM 29451 in reply to 29414

    Re: Market

    Reply Quote
    It has finally started moving in the right direction. Do you think it is the turnaround point?
  •  05-20-2008, 9:51 PM 29467 in reply to 29451

    Re: Market

    Reply Quote
    koreiko:
    It has finally started moving in the right direction. Do you think it is the turnaround point?



    Well, since mid March we have been in a rally which was counter to the economic data being released.  We had huge up days based on buying bad news.  The market is not efficient or forwarding looking but is usually highly irrational and controlled by current market sentiment. 

    Is this a turning point?  Maybe....maybe not.....lately, the sentiment in the market has been very bullish.  Today's pullback might result in more buyers coming in to "buy the dip".  I think the market may move sideways for now until the bulls and bears make up their minds.  If oil continues to move higher or another catalyst comes into play then market sentiment can be changed.
  •  05-21-2008, 12:59 PM 29495 in reply to 29414

    Re: Market

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    Whew,  $132 oil!!

     

    That should throw water on the flames of an economic recovery.

     

    "Dude!  Where's my economic recovery?"

     

    Was the market forward looking when the S&P broke above 1400?

  •  05-21-2008, 4:28 PM 29511 in reply to 29495

    Re: Market

    Reply Quote
    It looks like the flood is coming. Buckle up ... ? $133 oil is already choking many businesses. While I do not think it is sustainable at this level for long, I also think that it has already done enormous damage to our economy. In the near future we will see a surge in the number of companies filing for bancrupcy. I do not want to be painting everything in black, but there is not really much left to hope for. As for the markets, they cannot always be rational. Otherwise, everybody would make easy money without sweating. 
  •  05-21-2008, 4:42 PM 29514 in reply to 29511

    Re: Market

    Reply Quote

    koreiko:
    It looks like the flood is coming. Buckle up ... ? $133 oil is already choking many businesses. While I do not think it is sustainable at this level for long, I also think that it has already done enormous damage to our economy. In the near future we will see a surge in the number of companies filing for bancrupcy. I do not want to be painting everything in black, but there is not really much left to hope for. As for the markets, they cannot always be rational. Otherwise, everybody would make easy money without sweating. 

     

    You are right about oil.........I don't see it staying at this level long either.  As summer usage grows, $150 or higher will soon be here.

  •  05-22-2008, 6:21 AM 29569 in reply to 29495

    Re: Market

    Reply Quote
    jackg1606:

    Whew,  $132 oil!!

     

    That should throw water on the flames of an economic recovery.

     

    "Dude!  Where's my economic recovery?"

     

    Was the market forward looking when the S&P broke above 1400?



    You're onto something with the $133 oil, but I disagree with you that this time around that it will mean the US will not be the superpower. I think that would require more than a severe recession and that there would need to be a move of the century that had a major reshuffling of large and small caps. That's when small businesses emerge (out of desperation) and large businesses fail at a breakneck pace due to rising inventories and extreme consumer disinterest.

    Study the 1929 depression, 1989 Japan, and 2008 China and contrast them with the moderate to severe recessions in 1974, 1981, 2000, and 2007. 1991 had an increase in the value of stocks during that recession. I think you will find that the depression really involved more than one type of recession, thus it takes a lot of factors occurring at once, including overly priced markets and the perception that everything's working well (prior to the crash). I don't think it's likely to enter such a severe recession in a mindset of utter contempt and mis-priced emotion as we have currently. However, I'm very happy with your success as a person who shorted the market; at least the success you've had up to date. Good luck.

    Aqua
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