S&P 500 S&P Composite: secular trends
- Creatore Discussione sofidom
- Data di Inizio
arseniolupin
Forumer storico
i rialzi sono + corposi dei ribassi 
generali1984
Forumer storico
1870 - 1950 .................... 70 anni di "laterale"
Sofidom si trova qualcosa deflazionato e con dividendi reinvestiti ?
p.s. si può toccare la tl bassa anche lateralizzando "qualche" anno
Sofidom si trova qualcosa deflazionato e con dividendi reinvestiti ?
p.s. si può toccare la tl bassa anche lateralizzando "qualche" anno
risparmier
Forumer storico
Cosa ne pensate ?
Nella prima decade di marzo 2009 era stata raggiunta la stessa percentuale di ribasso dai massimi del bottom del 1982.
Kass:
03/31/09 - 12:00 PM EDT / 7:56 a.m. EDT
Despite a not-so-surprising selloff yesterday, the stock market's performance, by nearly any measure, for the month of March was impressive.
At the risk of making a market statement based on one day's performance, equities failed to collapse and staged a reasonably good late-day recovery, which has continued into this morning's futures ramp.
Anecdotally, the bears came out of hibernation in force throughout Monday on the pages of RealMoney; on CNBC, with the possible exception of Jim "El Capitan" Cramer on "Mad Money"; and in three meetings I had with fund of funds managers in my office yesterday, who, respectively, forecast new lows for the S&P 500 of 500, 550 and 600.
The fact is that few, if any, believe a sustainable market rise is on the horizon. Rather, the almost universal view is that the rally from the March low was a classical bear market rally.
I respectfully demur and have taken the variant view that the March low was of major significance, likely a generational low. Tactically, I covered my trading shorts from Thursday into yesterday afternoon's downturn.
I continue to believe that, after a shallow pullback (which we might have already witnessed), the market is poised for a saw-toothed advance into the summer to 1,050 on the S&P, which is far in excess of even the more optimistic market participants' expectations.
...
http://www.thestreet.com/story/10479954/1/kass-march-madness-not-march-sadness.html
http://translate.google.com/translate_t?hl=it#
risparmier
Forumer storico
Fri Apr 3, 2009 1:19pm BST
JPMorgan sees 'final low' ahead: 750-775
"A final Low does not mean a NEW LOW. Rather, we believe a deep pullback to
750-775 in the S&P 500 .SPX is the kind of FINAL LOW we expect to see," said
JPMorgan U.S. equity strategist Thomas Lee in a note.
"Sector divergence remains substantial, suggesting investors need to bevigilant." he added. The internal structure of the market (looking at sectors and their relativevisibility), he said, suggested that cyclicals are gaining substantial momentumand JPMorgan's optimal pair trade is: Long materials and industrials vs. Shortutilities. The S&P 500 ended on Thursday at 834.38.
http://uk.reuters.com/article/marketMovers/idUKN0331880020090403
JPMorgan sees 'final low' ahead: 750-775
"A final Low does not mean a NEW LOW. Rather, we believe a deep pullback to
750-775 in the S&P 500 .SPX is the kind of FINAL LOW we expect to see," said
JPMorgan U.S. equity strategist Thomas Lee in a note.
"Sector divergence remains substantial, suggesting investors need to bevigilant." he added. The internal structure of the market (looking at sectors and their relativevisibility), he said, suggested that cyclicals are gaining substantial momentumand JPMorgan's optimal pair trade is: Long materials and industrials vs. Shortutilities. The S&P 500 ended on Thursday at 834.38.
http://uk.reuters.com/article/marketMovers/idUKN0331880020090403
risparmier
Forumer storico
Per Wall Street le 4 settimane consecutive più positive dal 1938
04/03/09 - 07:24 PM EDT
The Dow rose 39.51, or 0.50%, to 8,017.59, while the S&P 500 rose 7.88, or 0.94%, to 842.26. The Nasdaq added 19.24, or 1.20%, to 1,621.87.
Melissa Lee, the moderator of CNBC's "Fast Money" TV show, put some historical perspective on the rally, saying it's the best four-week winning streak since July 1938.
...
Joe Terranova sensed some investor panic from those who started to chase the stocks up to 840 after making the mistake of thinking it was heading to 740.
Seymour said the VIX, which fell to 39.70 today, might be trending down after breaking through its 200-day moving average.
...
Lee noted that commodities and materials markets were higher this week because of the reflation trade, with the iShares Dow Jones Transportation Average up 8% for the week and 30% for the past three weeks.
Seymour said the jump is significant because the IYT is a leading indicator of the economy.
....
http://www.thestreet.com/story/10482117/2/fast-money-recap-market-shrugs-off-bad-news.html
04/03/09 - 07:24 PM EDT
The Dow rose 39.51, or 0.50%, to 8,017.59, while the S&P 500 rose 7.88, or 0.94%, to 842.26. The Nasdaq added 19.24, or 1.20%, to 1,621.87.
Melissa Lee, the moderator of CNBC's "Fast Money" TV show, put some historical perspective on the rally, saying it's the best four-week winning streak since July 1938.
...
Joe Terranova sensed some investor panic from those who started to chase the stocks up to 840 after making the mistake of thinking it was heading to 740.
Seymour said the VIX, which fell to 39.70 today, might be trending down after breaking through its 200-day moving average.
...
Lee noted that commodities and materials markets were higher this week because of the reflation trade, with the iShares Dow Jones Transportation Average up 8% for the week and 30% for the past three weeks.
Seymour said the jump is significant because the IYT is a leading indicator of the economy.
....
http://www.thestreet.com/story/10482117/2/fast-money-recap-market-shrugs-off-bad-news.html
risparmier
Forumer storico
(Bloomberg) -- Steve Leuthold, whose Grizzly Short Fund returned 74 percent last year betting against U.S. stocks, said the Standard & Poor’s 500 Index will surge to 1,100 after valuations got to the cheapest levels of his career in March.
Leuthold, 71, who helps manage $3.2 billion as founder of Minneapolis-based Leuthold Weeden Capital Management, said most investors should have 65 percent of their assets in stocks.
“This market was about as cheap as I’ve seen in my 45 years in this business,” Leuthold said in a Bloomberg Television interview today. “We’re probably going to see the economy start turning upward, not now but toward the end of the year. The market is a lead economic indicator, so the time clock is about right for the market to turn up”
He said the largest U.S. companies are more undervalued than the smallest. Leuthold’s 2009 forecast for the S&P 500, which sank to 676.53 on March 9, represents a 28 percent gain from yesterday’s close of 858.73.
Leuthold also said that ffinancial shares won’t be the stock market’s leaders. He favors technology and biotechnology companies and advised investors to avoid “defensive” consumer shares and utilities.
...
April 14, 2009
http://www.bloomberg.com/apps/news?pid=newsarchive&sid=a0SCGuHA4VAM
Un possibile scenario è che l' S&P500 corregga fino a 775 circa, o poco sotto, per poi risalire e portarsi entro fine anno verso 1100. Qualcosa di simile era accaduto nel 1938, con un rialzo notevole dal minimo annuale
Leuthold, 71, who helps manage $3.2 billion as founder of Minneapolis-based Leuthold Weeden Capital Management, said most investors should have 65 percent of their assets in stocks.
“This market was about as cheap as I’ve seen in my 45 years in this business,” Leuthold said in a Bloomberg Television interview today. “We’re probably going to see the economy start turning upward, not now but toward the end of the year. The market is a lead economic indicator, so the time clock is about right for the market to turn up”
He said the largest U.S. companies are more undervalued than the smallest. Leuthold’s 2009 forecast for the S&P 500, which sank to 676.53 on March 9, represents a 28 percent gain from yesterday’s close of 858.73.
Leuthold also said that ffinancial shares won’t be the stock market’s leaders. He favors technology and biotechnology companies and advised investors to avoid “defensive” consumer shares and utilities.
...
April 14, 2009
http://www.bloomberg.com/apps/news?pid=newsarchive&sid=a0SCGuHA4VAM
Un possibile scenario è che l' S&P500 corregga fino a 775 circa, o poco sotto, per poi risalire e portarsi entro fine anno verso 1100. Qualcosa di simile era accaduto nel 1938, con un rialzo notevole dal minimo annuale
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