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« Quantifying the Economic Impact of Housing Declines | Main | Expensive Misconception: Economic Growth was Fueled by Debt »

March 27, 2007




Thanks for the comment about CXO, a great site that we always follow. We will follow up on their post, completely consistent with what we found in our research on the topic.

Regarding the TickerSense sentiment poll, we follow our timing model for the time frame they have in mind. I am wondering about how to integrate our shorter-term calls with our general market perspective, which is the main theme of the blog.

Our vote this week will move from bearish to neutral. Vince's timing model caught the big upswing from August, but we shifted position in TickerSense when the model changed. It helped up with our accounts, since we aggressively hedge when it has a short signal.

Thanks again for your comment and the pointer.



CXOadvisory has an interesting piece on PCE & stock market relationship. Also Jeff I noticed your change in stance towards the market in the tickersense poll...Btw its great blog..keep blogging!

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