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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: Wyätt Gwyön who wrote (68449)8/17/2006 11:43:37 PM
From: mishedlo  Read Replies (1) | Respond to of 110194
 
he makes the common mistake of assuming that the market is overweight energy. energy is only 10% SPX cap weighting, compared to 14% of earnings weighting and some much larger percentage yet of the market's incremental earnings growth rate. so market is seriously underweight energy.

You make the mistake of equating market cap weighting with sentiment. Yes you are correct about cap. but that can be cured by the floor falling out of everything else or by oil continuing to rise. which is more likely after a 5 year run like we had?

Mish



To: Wyätt Gwyön who wrote (68449)8/18/2006 12:22:23 AM
From: ild  Read Replies (3) | Respond to of 110194
 
Do you know if this his statement is true?

<<<on average, nearly 75% of all WS ratings on energy stocks are of the 'buy' variety - which makes the sector the MOST loved on WS>>>


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