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« Housing Problem: What Inning is It? | Main | Traders, Plans, and Systems »

April 21, 2008


Mike C

Speaking of "sticky sentiment" ...

I'm not that interested in politics, but I noted that Clinton beat Obama by a wide margin in Pennsylvania, and I found one particular political analyst's comments on Clinton's chances of getting the nomination very interesting.

Anyways, just checked Intrade and Clinton is at 17ish and Obama is at 81ish. Is there an opportunity here in terms of going long Clinton? I'll be watching this with interest over the next couple of months.

Mike C

Great post! These two on sentiment are very thought-provoking.

On sentiment, one thing I've kinda noticed a bit, and this is just based on the reading I do, is that commentators who lean bearish on the overall stock market tend to lean bullish on crude oil/commodities while commentators who lean bullish on the overall stock market tend to lean bearish on crude oil/commodities (it is a "BUBBLE"). I'm not sure I understand why that would be the case.


Thank you so much Jeff. I really appreciate it. Keep up the great work!

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