tag:blogger.com,1999:blog-6616959642391988608.post6293167901943317811..comments2024-03-28T00:18:25.641-07:00Comments on Calafia Beach Pundit: Walls of worry updateScott Grannishttp://www.blogger.com/profile/14028519647946868684noreply@blogger.comBlogger4125tag:blogger.com,1999:blog-6616959642391988608.post-16783039415196598592015-01-02T13:52:32.618-08:002015-01-02T13:52:32.618-08:00David: The bull/bear readings that are so popular ...David: The bull/bear readings that are so popular only represent a sampling of investor sentiment. I don't pay much attention to them, since I'm more interested in what ALL investors think. I think I can determine overall sentiment by looking at key market indicators (e.g., implied inflation, PE ratios, credit spreads, implied volatility, interest rates) since they are determined by the Scott Grannishttps://www.blogger.com/profile/14028519647946868684noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-69383184781535214562015-01-01T08:08:52.548-08:002015-01-01T08:08:52.548-08:00This metric shows that the ratio of bulls to bears...This metric shows that the ratio of bulls to bears is very high. It contradicts in some sense, the "wall of worry" idea.<br /><br />http://www.yardeni.com/pub/stmktbullbear.pdfDavid Landyhttps://www.blogger.com/profile/10742466871155809382noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-8008198135022829432014-12-16T22:08:46.841-08:002014-12-16T22:08:46.841-08:00Nice insight. I enjoy your market knowledge and l...Nice insight. I enjoy your market knowledge and link to what happened in the past. Michael McGaughy / 麥德安https://www.blogger.com/profile/10681507678046429348noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-76586363909122703322014-12-16T16:37:23.179-08:002014-12-16T16:37:23.179-08:00Jitters galore. It does not help that the European...Jitters galore. It does not help that the European Central Bank is practicing monetary asphyxiation on the continent, and Putin is the picture of an injured and stupid bear.<br />Still, net net as they like to say, lower oil prices should be good for the world economy.Benjamin Colehttps://www.blogger.com/profile/14001038338873263877noreply@blogger.com