The Epic American Credit and Bond Bubble Laboratory Message Board

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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory

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To: russwinter who wrote (26754)	2/19/2005 12:18:40 PM
From: Wyätt Gwyön	Read Replies (1) of 110194

That's why the stock and bond markets are cracking some now what do you think about the energy stocks. big moves these past two weeks. some like Lance Lewis are calling it a "blowoff top" (of course they have totally missed the energy bull). but look at the big caps--lots of gains there, could be some real money moving into energy. only 7-8% of cap-weighted SPX, but accounting for 15% of profits. back out the SPX's precarious finance profits (40%, maybe even 50%?) and pro forma profits and energy might account for 33% of "solid" SPX profits. having energy account for less than 10% of SPX weighting seems ludicrous. so, is it live or is it Memorex--is this the blowoff top or are people finally waking up and smelling the Charbucks.

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