May 2009 Blog Posts (5)

THE BULLBEAR MARKET REPORT

May 25, 2009

A period of trendless consolidation has begun. Will it resolve to the updside or downside?

SUMMARY

Since the last BBMR on May 9th, the equities markets have made a top and generally (though not universally) the trend from the March bottom has been broken. There is no clear downtrend in force as yet and…

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Last week I bought SSO on the dip and yesterday added BGU on the margin. RSX and FXI have been doing great. Let's see how their American counterparts do in this surge today.

I am 200% in! This time I am not loaded with financials, which worked well before, but how long can they go up without fixing the fundamentals?

If the market goes up, the main question is to hold or to sell around 950. My plan is to sell at least stocks bought on the margin.

The BullBear Market Report, a twice weekly after the bell live internet radio call-in program, hosted its inaugural show today. There was a wide ranging and vigorous discussion of current market conditions and the long term fundamental environment. You can listen to the archive here using the embedded player or at TalkShoe.

The…

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The pullback of the last few days has the bears more excited than they have been for quite some time. A quick read of the internet reveals quite a few pundits ready to call for the resumption of the secular bear.

Indeed, the last few days have seen a distinct shift in the tape action from "buy the dip" to "sell the rallies". That's bearish and worth noting.

Much has been made of today's negative Retail Sales report. And in fact this was the first case in recent memory where bad…

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The BullBear Market Report

May 9th, 2009

The transition from the Fear trade to the Inflation trade is in progress.

SUMMARY

Markets…

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