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 Strategies & Market Trends : BUY AND SELL SIGNALS, AND OTHER MARKET PERSPECTIVES

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To: GROUND ZERO™ who wrote (37123)8/29/2012 7:10:47 PM
From: Keith Feral1 Recommendation  Read Replies (1) of 50435
 
I don't see the case for a sell off in stocks if Bernanke does nothing.

Dollar up, bond yields higher, gold down, stocks up. I think the market is trying to keep the dollar and bond yields moving in the same direction. That prevents a lot of excess volatility as correlations begin to break apart between asset classes.

When everything is equally correlated, it creates too much panic in either direction. It would be a lot more fun to rotate trades without having to worry about a drop in gold or oil destroying everything else in your portfolio. Still too much commodity emphasis in this market.
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