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bespokeinvest.typepad.com - 5/5/2009
Past Years Most Correlated With 2009
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With the market dropping big in the first two months of the year and then rallying big over the last two months, investors are wondering where we go from here. We have a cool file here at Bespoke that looks at the market's pattern in the current year and finds prior years with the most similar ...

Blog Reactions

Abnormal Returns:  Tuesday links: market dispersion

THE SHARK REPORT:  TO THE RACES AGAIN

The Big Picture:  Words from the (Investment) Wise: 5.10.09

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Tuesday links: market dispersion
Abnormal Returns — ... Is this stock market rally more like 1974 or 1982 (or 2000)?  (Big Picture also greenfaucet.com, Bespoke) The quick rise in sentiment is usually indicative of a bear market rally.  (Marketwatch.com) Winning streaks this long are a rarity for the stock market.  (Sentiment’s Edge, Big Picture) As measured by breadth measures, the stock market is overbought.  ( ...

TO THE RACES AGAIN
THE SHARK REPORT — ... Bill Gross outlook; 2009 Correlation; Jason on a major buy signal; ...

Words from the (Investment) Wise: 5.10.09
The Big Picture — ... point, and as shown below, the Dow actually topped out in May of that year and went on to make a new low, only to post huge gains in the last quarter of the year to finish up 20%. If the rest of 2009 plays out anything like 1982, it will be painful at first but sweet in the end. “In 2000, we had a similar decline through early March, saw a big rally into the Spring, and then traded sideways for the rest of the year to finish down 6%.” Source: Bespoke, May 5, 2009. Bespoke: Keep an eye on technology & financial sector ...

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