Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Pastimes : Clown-Free Zone... sorry, no clowns allowed -- Ignore unavailable to you. Want to Upgrade?

To: Shack who wrote (133872)	11/10/2001 4:57:49 PM
From: sun-tzu	Read Replies (1) \| Respond to of 436258

thx shack, i'm pretty much on the same page with you regarding the CRB and the ongoing deflationary spiral. your deflation thesis pretty much goes hand in hand with declining equities, as reflation is what is needed there. are you looking at this point as a shorting opportunity? with regard to sentiment, these are the latest #'s: Fearless Forecasters........: 14% Bulls 62% Bears (11/2) AAII Investor...............: 35% Bulls 42% Bears (11/7) Investors Intelligence......: 42% Bulls 33% Bears (11/7) unfortunately, i do not know how to copy these charts for you. the ff chart does indeed indicate more upside. the other two are quite middle of the road. except for late september, these polls have been of little use to me the entire year. i'm not sure that i understand why, at this point, sentiment MUST turn overwhelmingly bullish before we could sustain any further move to the downside. after index moves of 20-30% off the lows, a VIX at hard support and retail investors/fund managers lapping up overpriced tech at a top, it's hard for me to see sustained upside. what do you think about equities in the short term?