VIDEO: State of the Market – The Bear's Case

The market is super strong, but to keep a level head and not get too one-sided with my thinking, I’m forcing myself to see the technicals from a bear’s point of view. Here ya go (and I’m sorry about the random zooming in and out. I have no idea why it happens. It’s probably this new HP laptop – POS, I’ll never buy an HP computer again).




0 thoughts on “VIDEO: State of the Market – The Bear's Case

  1. Hi Jason,
    Nice analysis–interesting stuff–though net long i started adding some shorts on weak
    rel. str stocks, stops tightened also, don’t mind getting shook out, esp. when pos.
    are profitable.
    thank you
    Mike

  2. Seasonality is bearish EOM May. Being May to end of Oct avoided 67% of the annual declines in major indexes and missed less than 15% of the annual gains in indexes. But,the trades are there year around if you find them, they are worth the effort, but it is not the season for large positions or many positions. I will use some bonds and dividends for the summer for 70% of portfolio and trade the rest opportunistically or something like that.
    Nice work Jason and I agree bury HP!
    W.

  3. Great job Jason. Two things you missed. One this bull is very stale 29 weeks! Second the small caps have been lagging.
    I am not normally an individual stock picker but the time has been right for shorting individual stocks.
    Calling tops is very very hard. It has been emotionally very hard not to trade most days but as you say wait for your pitch there are no strikeouts in trading if you do not swing.

  4. to confirnm ur vidio Jason and to make you happy
    why as a long term horific,grizelly bear am i nutral –not bullish or bearish
    the nature of the market and players have change–no longer is it a battle between the retailers–no existant and the bookmaker hedge instos
    BUT IT IS A SYNTHETIC PONSI MARKET–RUN BY THE CENTRAL BANKS WORLDWIDE IN A CURRENCY WAR
    AND THE IN THE KNOW INSTOS
    to explain my point
    last week japan injected a massive amount of freshly printed little yens
    to get permission to do this japan had to agree to buy soverign debt–europes,bonds stockes efts ,equities from arround the world–thus the 4 day equity advance also fueled by short covering and they announced on thurs that they were done for now
    now we know the feds plunge protection team buys individual usa stocks as well as massive injections into the futures markets to force prices up when they look like breaking down
    this is all making t/a and fundamentals almost impossible to have any confidence in,re market direction
    it is a sytnthetic PONSI that imo can only be daytraded and i have no trust in longer term t/a indicators
    are u doing a monthly opts ex charts this week ,Jason

Leave a Reply