The ACD Method
- Thread starter sbrowne126
- Start date
Since no one else is commenting on this. Let me make a comment. If you look on this chart in the 90's, during the greatest bull run in history, the net margin ranged between zero and 50 billion. It's now over 3 times that! Amazing. OK, as you were.
Maverick, what are your numberlines for the NQ?
I guess I better re-light the pilot light on this thread. It burns out from time to time. LOL.
http://www.zerohedge.com/news/2013-...0-years-nikkei-tops-15000-first-time-jan-2008
ZH has an interesting piece on the JGBs. Ultimately this is what is going to stop our rally "when" that happens. Japan is currently up 42% YTD and is threatening to take out our record 95% year we had in 1999 on the NASDAQ. A spike in rates in Japan will probably do more damage then China bombing the F out of them.
Sentiment here continues to stay way too bearish which is leading risk assets higher. The ISEE index refuses to spike. It's hit the 200 level 3 or 4 times now which on a relative basis is "mildly" impressive. But we need to see a 250 to 300 reading. AAII came out last week and showed a moderate jump in bears vs bulls but also that is still too low. Basically too many people are hedged or short or simply not long yet. As shocking as that is. The ISEE index has been "the" most accurate indicator I have ever found to mark "major" market tops and bottoms.
Btw, the correction has already started in Argentina with a 14% drop in the last week. It was the leading market around the world. Ultimately all these BRICs are going to get decimated.
http://www.zerohedge.com/news/2013-...0-years-nikkei-tops-15000-first-time-jan-2008
ZH has an interesting piece on the JGBs. Ultimately this is what is going to stop our rally "when" that happens. Japan is currently up 42% YTD and is threatening to take out our record 95% year we had in 1999 on the NASDAQ. A spike in rates in Japan will probably do more damage then China bombing the F out of them.
Sentiment here continues to stay way too bearish which is leading risk assets higher. The ISEE index refuses to spike. It's hit the 200 level 3 or 4 times now which on a relative basis is "mildly" impressive. But we need to see a 250 to 300 reading. AAII came out last week and showed a moderate jump in bears vs bulls but also that is still too low. Basically too many people are hedged or short or simply not long yet. As shocking as that is. The ISEE index has been "the" most accurate indicator I have ever found to mark "major" market tops and bottoms.
Btw, the correction has already started in Argentina with a 14% drop in the last week. It was the leading market around the world. Ultimately all these BRICs are going to get decimated.
http://www.zerohedge.com/news/2013-05-15/other-great-rotation-reach-yield-dash-trash
Buying the most shorted names on breakouts have always made sense to me. If we get a "blowoff" top, these names can trade into the stratosphere and beyond. TSLA case in point.
Buying the most shorted names on breakouts have always made sense to me. If we get a "blowoff" top, these names can trade into the stratosphere and beyond. TSLA case in point.
You know Bruce Kovner of Caxton Associates use to and maybe still does write critical reviews of live theater in NY. He's been a theater critic for decades. So maybe there is a parallel....
