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Strategies & Market Trends : John Pitera's Market Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: pcyhuang who wrote (12856)	10/11/2011 12:44:29 PM
From: Hawkmoon	Read Replies (2) \| Respond to of 33421

It's the classic "wall of worry".. But this time the wall is pretty formidable, given the likelihood of continuing trouble in Europe. I just don't see how they can get around their problems there. They can kick the can down the road a bit further, if Slovakia, agrees to the ESFS bailout, but eventually that can is going to get crushed under the boot of the European taxpayer marching in rebellion. I'm VERY hesitant to stay long this market. I'll trade it when the opportunity arises, but I'm so afraid of looming "event risk" that I just can't justify a "buy and hold" approach. Hawk

To: pcyhuang who wrote (12856)	10/12/2011 10:34:11 AM
From: John Pitera	2 Recommendations Read Replies (2) \| Respond to of 33421

Hi Paul, I believe that you may have a powerful narrative for your more upbeat Equity outlook. we are seeing the Europeans making some real and substantial efforts to recapitalize the banks we have seen the US FED Operation twish bring the long end of the yield curve to levels that your grandparents best remember. There is an absolute dearth of yield on the planet There are a number of US stocks, with hyper strong balance sheets and yields north of 4%, as a matter of fact if you could run a scan and come up with a list that would be way cool. US stocks with UBER strong balance sheets with minimumal debt and being yields are giving away free yield that you just can not get anywhere unless you move out on the asset allocation/ risk taking metrics. SO put those data points in your pipe and smoke them -vbg- John