tag:blogger.com,1999:blog-2335748440449035592.post9140521095665126662..comments2008-07-18T23:02:34.694-04:00TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comBlogger3125tag:blogger.com,1999:blog-2335748440449035592.post-45537660453650213382008-07-18T23:02:00.000-04:002008-07-18T23:02:00.000-04:00I think the "story" now lurking is the commodity bull market over and if so, then it can only be a matter of time for equities. Sure it all makes sense: oil goes down, stocks go up. But stocks are in a bear market and commodities in a bull market and these countertrend moves over the past 3-4 weeks have done nothing to change the big picture. The only risk to commodities is if the current recession leads to deflation, and in this case, both stocks and commodities will suffer. But I doubt this will happen or rather I see nothing in the markets that suggests deflation as central bankers seem willing only to jawbone their way out of the crisis.Guyhttp://www.blogger.com/profile/09198161809721597881noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-25299949919472738412008-07-18T19:56:00.000-04:002008-07-18T19:56:00.000-04:00Well mark, these weeks are great (for people that can look farther than 10 days, which is 1 out of 10, 8 cannot, 1 is a long term investor, but is blind, and the last has 20/20 and is a long term investor ;) )<BR/><BR/>because it sets you up to have a 5%+ week sometime within the next 4-6 weeks.<BR/><BR/>Of course the Heebnerians would be all over you for your underperformance like the shorts on financials until wednesday ;)soccerbill8http://openid.aol.com/soccerbill8noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-76871930823553219732008-07-18T17:51:00.000-04:002008-07-18T17:51:00.000-04:00I'm looking forward to riding my unicorn to workndubyahttp://www.blogger.com/profile/09824959547251530575noreply@blogger.com