To: Paul Shread who wrote (28879 ) 9/1/2000 11:03:34 AM From: donald sew Read Replies (4) | Respond to of 42787 Paul, >>>>> The whole world is expecting an up September (or at least that's what everyone keeps saying on CNBC). The contrarian view would thus be flat or down for the month. Anyone hearing otherwise in the popular media? <<<<< Paul, agree. Maria B. was saying that that the inflows set a record for AUG and she concluded that such implies a good SEPT. I dont recall the exact words but that was the gist. So the contrarian view is a flat or down SEPT as you mentioned, but some uses the views on SI to judge whether a view is contrarian or not, which I feel strongly that such is the wrong standard to use. From the few threads I visit which focus on mainly on market direction, I would say the view is about half/half with many who are unsure/cautious. Basicly here are the main parts of market sentiment/views: 1) J6P - firmly bullish 2) BROKERS - bullish with some caution 3) TV analysts - bullish with some/little caution 4) MEDIA - some bullish, some cautious/neutral, not bearish 5) SI/INTERNET THREADS(specificly market direction threads) - half bullish/half bearish, some/many cautious 6) SI/INTERNET THREADs(stock threads) - bullish 7) TECHNICAL ANALYSTs - more bearish than bullish I think I covered most of the different parts of the market in terms of viewpoints/opinions, and from what I can see those who are bearish are really the minority/strong minority. Of the 3 market direction threads I look at at times, I would guess there are about 20-25 individual posters expressing bearishness. Thats hardly anything compared to the huge numbers who are bullish as mention in the above breakdown, but I would not be surprise to hear comments from some bulls saying that the overall views are bearish based on SI threads. I guess they just ignore the fact that in real numbers theres really not many. The following is my opinion. Besides the sectors mentioned above I feel that the mutual funds are not as bullish as their analysts comes across since I feel the mutual funds are intensifying their hedges on their long positions right now, which is bullish for the market. This group, which is the largest is the big unknown.