MM(mistermib)
Forumer storico
posto un commento arrivatomi da un "sales desk" di una grande casa sulla giornata di oggi in Europa.
"
...substantive short covering in the last few days,but today that seems
particularly rabid.Our flow is about 95/05 buy/sell and has not dipped below
90/10 all day.In the dog days of march etc,we were about 70/30 LF/HF,and by
mid june to last week,when the market conviction was so low,the ratio was
80/20 - suddenly that has shifted to a notable LF/HF of 20/80 -As a rule of
thumb I'd say when the momentum is more obvious in the market,this is more
what you might expect.If however you like to be a contrarian,you might take
interest in the fact that some of those LF's that timed it well during the
debacle,have started dribbling some stock back out again.Of course I'm only
reflecting what I am seeing,but.............
"
...substantive short covering in the last few days,but today that seems
particularly rabid.Our flow is about 95/05 buy/sell and has not dipped below
90/10 all day.In the dog days of march etc,we were about 70/30 LF/HF,and by
mid june to last week,when the market conviction was so low,the ratio was
80/20 - suddenly that has shifted to a notable LF/HF of 20/80 -As a rule of
thumb I'd say when the momentum is more obvious in the market,this is more
what you might expect.If however you like to be a contrarian,you might take
interest in the fact that some of those LF's that timed it well during the
debacle,have started dribbling some stock back out again.Of course I'm only
reflecting what I am seeing,but.............