Tuesday, December 13, 2011

Lipper 2012 Investment Outlook Panel


Reuters Wealth editor Lauren Young moderates a panel on how to play the market in 2012. Since most of the public tends to go with these guys, it gives a pretty general view of where the dumb money's likely to head.

Panelists include:
Christine Thompson, chief investment officer of Fidelity Investments bond group,
Lisa Shalett, chief investment officer at Merrill Lynch Wealth Management,
Robert Auwaerter, head of the fixed income group at Vanguard,
David Giroux, co-manager of T. Rowe Price's large-cap value strategy
Colin Moore, chief investment officer of Columbia Management Investment Advisors


Tuesday, January 11, 2011

Free market sentiment charts

Market Harmonics provides updated sentiment figures for free. It saves some of us number crunching time, especially things like the Rydex NOVA/URSA and Nasdaq ratios (see below).


We can see that sentiment numbers have high absolute correlation with the underlying indices, and mostly represent dumb money. They are then pretty important for trading.