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.

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

To: mishedlo who wrote (68452)	8/18/2006 8:52:11 AM
From: Wyätt Gwyön	Read Replies (1) \| Respond to of 110194

make the mistake of equating market cap weighting with sentiment. you are putting words in my mouth. i never mentioned sentiment. sentiment comes and goes--it's why the energy bull has had at least two 20% drawdowns every year. when sentiment is high, a 20% drawdown will make it low. market weightings are different--they change slowly over a period of many years. the entire bull run so far has only increased energy's weighting by four percentage points.