2 replies to this topic

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Cheap:

http://www.ritholtz....his-is-bullish/

This is a good fundamental valuation measure of value for stocks.

stocks are the most compelling valued asset. Where else are you going to put cash with the FED running a negative real rate.

Long with stocks @60 level (approx.).

[PrintFaster]

Tough being a bear when cyclical chemical stocks are breaking out to new highs. [attachment=21256:dd0717.png]

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I added some longs today. Given the pervasive bearishness I imagine next 5% is to upside. I have stops in place as the market has rallied a lot and nothing goes up in a straight line, or does it???? Long 20 ES, stops 60 level on the lot.