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Friday's Rally: Just a Short-Squeeze?

Lot of bad news is still to come in financials, last week’s rally notwithstanding. Bear markets can (and do) have great rallies. Much more write downs/re-capitalizatio... etc yet happen in Financials - the problems are spreading to other parts of their business. All banks are actually painting a bleak picture. So where the optimism comes from beats me. Of course for reasons of optimism we have bubbles. The only thing we learn from history is that we learn nothing from it.

Thinking there is value in financials is trying to catch the proverbial 'falling knife'. The so called smart sovereign wealth funds (and lot of hedge funds) have been proven so very very wrong recently. So just stay away, or if you have the stomach just short - SKF. I am short and sleep comfortably.

Apr 21 22:45 pm |Rating: 0 0 |Link to Comment |View article
After GE's Miss, Who’s Next?

Results for financials are essentially managed - write downs, Level-3, etc. Financials still should be in the kitchen sink mode - so large write downs shouldn’t be surprising. How the market reacts is unknown - the markets have held up pretty well despite the impending gloom. Whether the C, MER etc crash to the indicated levels is anybody's guess (speculation)- however the trend is definitely downwards. I am short.
Infrastructure is another story - good or bad results from CAT and the like notwithstanding. It is all about sector rotation - investors have the money and have to at least some part of it somewhere. Infrastructure, commodities, energy etc is a very saleable story for now. Recommend buying on pullbacks.

Apr 13 15:41 pm |Rating: 0 0 |Link to Comment |View article
Citigroup: The Great Unwind Has Begun

Totally agree with the unwind theory.

Banks etc will deleverage and be conservative about investments and lending. It would lead to contraction - markets would come down.
Mar 20 23:04 pm |Rating: 0 0 |Link to Comment |View article

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by SA Editor Rachael Granby

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