14 replies to this topic

[da_cheif]

not here   ...  http://www.marketwat...ory_top_stories

[12SPX]

At the same time cash levels are at record lows and margin debt is at record highs.  Curious though do you think sentiment numbers are skewed a little due to easy access to information now a days or the opposite, better?

[da_cheif]

At the same time cash levels are at record lows and margin debt is at record highs.  Curious though do you think sentiment numbers are skewed a little due to easy access to information now a days or the opposite, better?

in a bull market only the bulls are right

[OEXCHAOS]

At the same time cash levels are at record lows and margin debt is at record highs.  Curious though do you think sentiment numbers are skewed a little due to easy access to information now a days or the opposite, better?

 

Two things:

#1 with real interest rates negative, holding cash doesn't make much sense but borrowing does.
#2 when there are so many ways to hedge quickly and efficiently, it's hard to evaluate the real market exposure.

 

[typicalbear]

not here   ...  http://www.marketwat...ory_top_stories

 

The euphoria....is on Fox Business news.

[12SPX]

 

At the same time cash levels are at record lows and margin debt is at record highs.  Curious though do you think sentiment numbers are skewed a little due to easy access to information now a days or the opposite, better?

 

Two things:

#1 with real interest rates negative, holding cash doesn't make much sense but borrowing does.
#2 when there are so many ways to hedge quickly and efficiently, it's hard to evaluate the real market exposure.

 

 

Agreed 

 

 

At the same time cash levels are at record lows and margin debt is at record highs.  Curious though do you think sentiment numbers are skewed a little due to easy access to information now a days or the opposite, better?

in a bull market only the bulls are right

 

Thats an interesting statement and obvious but the question was do you think sentiment has been changed with the easy access of information.  For example back in the 1900's you had to wait till the next day to get information on that wood product stuff and now its instant on the internet.

[12SPX]

 

At the same time cash levels are at record lows and margin debt is at record highs.  Curious though do you think sentiment numbers are skewed a little due to easy access to information now a days or the opposite, better?

 

Two things:

#1 with real interest rates negative, holding cash doesn't make much sense but borrowing does.
#2 when there are so many ways to hedge quickly and efficiently, it's hard to evaluate the real market exposure.

 

 

For number 1 yes that is also true and has been that way since 2009 but as the years have passed cash levels have steadily fallen and margin debt, both at new records that were last seen in 99 and 2008.  This tells me that there is little cash to put to work and even at low interest rates you can still only borrow so much.  With there not being even a -3% correction in years now, I think the markets arebon marked time for at least volatility to start even if we see new highs.  The bulls are in charge as usual and they'll pull every last cent they can so it will be an interesting October I think!

[da_cheif]

 

 

At the same time cash levels are at record lows and margin debt is at record highs.  Curious though do you think sentiment numbers are skewed a little due to easy access to information now a days or the opposite, better?

 

Two things:

#1 with real interest rates negative, holding cash doesn't make much sense but borrowing does.
#2 when there are so many ways to hedge quickly and efficiently, it's hard to evaluate the real market exposure.

 

 

Agreed 

 

 

At the same time cash levels are at record lows and margin debt is at record highs.  Curious though do you think sentiment numbers are skewed a little due to easy access to information now a days or the opposite, better?

in a bull market only the bulls are right

 

Thats an interesting statement and obvious but the question was do you think sentiment has been changed with the easy access of information.  For example back in the 1900's you had to wait till the next day to get information on that wood product stuff and now its instant on the internet.

 

no....and nothing has changed in the long term ewave count

[da_cheif]

 

 

At the same time cash levels are at record lows and margin debt is at record highs.  Curious though do you think sentiment numbers are skewed a little due to easy access to information now a days or the opposite, better?

 

Two things:

#1 with real interest rates negative, holding cash doesn't make much sense but borrowing does.
#2 when there are so many ways to hedge quickly and efficiently, it's hard to evaluate the real market exposure.

 

 

For number 1 yes that is also true and has been that way since 2009 but as the years have passed cash levels have steadily fallen and margin debt, both at new records that were last seen in 99 and 2008.  This tells me that there is little cash to put to work and even at low interest rates you can still only borrow so much.  With there not being even a -3% correction in years now, I think the markets arebon marked time for at least volatility to start even if we see new highs.  The bulls are in charge as usual and they'll pull every last cent they can so it will be an interesting October I think!

 

ur under the false impression that buying causes the market to rise   when in fact it the heavy buying that results in a decline..heavy buying occurs when the market is advanced sharply....that attracts traders to the long side llike flies to flypaper...why do you think market observers have been complaining about the light volume for the last many years....slow advances are bullish....it excites no one.....when traders are attracted to the long side en mass......the minority smart money will give them all the stock they want....and go short in the process....till then as you can see    the majority have no love for this market

[gm_general]

Sentiment bearish?

 

http://www.zerohedge.../everyones-pool

 

http://www.zerohedge...op-they-crashed