Friday, September 14, 2012

A couple of opinions on Fed-induced rally

This is not a market top, via Howard Lindzon

I will likely do some rotation in my portfolio to add a few new names and sell down some winners if we keep rocking higher under the faucet of the Fed.

I have been short these type of rallies. I feel the ‘smart money’ pain. The world is more upset today than at the bottom in 2008. Hard to believe, but that’s how I read it.

Vs.Greg Schnell over at stockcharts.com gets cautious

$NYHL 20120913

Anyway, this is the highest reading in 4 years which would lead me to be more cautious here.


As for me, I am waiting for the information release I expect at the $150 price level on the SPY. 

No comments:

Post a Comment