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

To: The Ox who wrote (17827)	3/4/2016 11:04:27 AM
From: John Pitera	Read Replies (1) \| Respond to of 33421

Ox, i think it's a question of metaphors... I agree with you that we have had layer upon layer of misallocation of capital....... the larger overview of what Bill Gross is saying strikes me that he is saying the same thing.... so what do you make of the above chart and the magnitude of the swings..... and why am I not seeing that chart on Bloomberg, the WSJ on real clear money? thanks for your always provocative and insightful thoughts. John

To: The Ox who wrote (17827)	3/7/2016 1:18:45 AM
From: John Pitera	3 Recommendations Recommended By Hawkmoon roguedolphin The Ox Respond to of 33421

Ox, that was alot of money in the Rydex Bear Funds at the FEB low......and correspondingly not that much in the bull funds. John Sentiment Charts DecisionPoint uses both survey-based sentiment data and the Rydex Total Asset report as proxies for investor sentiment. Significant market tops and bottoms are normally accompanied by extremes of investor sentiment which often signal reversals. For example, market participants are extremely bullish at tops, just before the market starts to head down. Basically, once everyone gets on the bandwagon, the wheels will generally fall off. Investor Sentiment Sentiment data is updated on Thursdays. Bullish signals occurs if the green bars fall below 35 (green line in upper section) or if the red bars exceed -50 (green line in lower section). Bearish signals occurs if the green bars exceed 55 (red line in upper section) or if the red bars don't cross -20 (red line in the lower section). Rydex Total Asset Ratio Using daily data from Rydex Mutual Funds inflows and outflows, this chart measures what real investors are doing with real money based on their opinion of the market. The Rydex Total Asset Ratio (black line) is calculated by adding together Rydex Money Market Assets (green) and Rydex Bear Funds Assets (blue) and then dividing that total by Rydex Bull Funds Assets (purple). The result is then plotted on an inverse scale so that bullish reading are up and bearish readings are down.