tag:blogger.com,1999:blog-816559531110064247.post4689330271641026971..comments2024-03-08T01:03:44.522-08:00Comments on Humble Student of the Markets: What a regime shift looks likeCam Hui, CFAhttp://www.blogger.com/profile/09672203690656029787noreply@blogger.comBlogger4125tag:blogger.com,1999:blog-816559531110064247.post-10438214046795937642013-07-16T13:16:22.826-07:002013-07-16T13:16:22.826-07:00I thought the long-term bullish SPY position was b...I thought the long-term bullish SPY position was based on the BofA ML strategist equity allocation (investor sentiment) model still being at "oversold" / "extreme pessimism" level. SPY would need to be at $250+ for that indicator to move to neutral or overbought ... just another perspective.WimpyInvestorhttps://www.blogger.com/profile/18148362644880449393noreply@blogger.comtag:blogger.com,1999:blog-816559531110064247.post-34700065007737571552013-07-16T10:27:09.783-07:002013-07-16T10:27:09.783-07:00The ideas that:
1) ERP shrinks
2) Earnings rise
a...The ideas that:<br />1) ERP shrinks<br />2) Earnings rise<br /><br />are not mutually exclusive. So that's another basis for higher S&P 500 target.<br />Cam Hui, CFAhttps://www.blogger.com/profile/09672203690656029787noreply@blogger.comtag:blogger.com,1999:blog-816559531110064247.post-12588430892922679652013-07-16T09:26:44.582-07:002013-07-16T09:26:44.582-07:00I've found your 2 Regime Shift articles very i...I've found your 2 Regime Shift articles very interesting. Again they cover the kind of analysis I just don't think of. Thanks and keep up the good work.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-816559531110064247.post-83594842422387569292013-07-16T08:51:15.981-07:002013-07-16T08:51:15.981-07:00Reading Savita's original piece, her thesis fo...Reading Savita's original piece, her thesis for S&P to hit 1,750, as you mentioned, is based on the premise the ERP will decline. Why, then, did she also expect earnings growth to dominate the increase over multiple expansion? <br />Anonymousnoreply@blogger.com