Global Tactical Asset Allocation Q1 Update: Equities

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Mon, 03/28/2011 - 09:54 | 1108396 Manipulism
Manipulism's picture

I will overweight gold and fuck the rest.

Mon, 03/28/2011 - 10:07 | 1108424 bankrupt JPM bu...
bankrupt JPM buy silver's picture

Obama being preped by the Genz on the Comex debacle right now....

 

www.silvergoldsilver.blogspot.com

Mon, 03/28/2011 - 10:23 | 1108467 Josh Randall
Josh Randall's picture

cue False Flag attack to distract, once the fhit hits the shan at the ComedianEX

Mon, 03/28/2011 - 10:32 | 1108401 johnQpublic
johnQpublic's picture

a

Mon, 03/28/2011 - 10:05 | 1108417 Alea Iacta Est
Alea Iacta Est's picture

"Wall Street Strategists are recommending investors to allocate 62% of their assets to stocks."

 

"Wall Street Strategists"........oh really?

Mon, 03/28/2011 - 10:05 | 1108421 tiger7905
tiger7905's picture

Manipulism (great call sign by the way), couldn't have summed it up better.

Highlights of Jim Rickard's interview, addresses the jabs between him and zerohedge on twitter late last week, kind of humourous.

http://goldandsilverlinings.com/?p=370

Mon, 03/28/2011 - 10:09 | 1108425 RobotTrader
RobotTrader's picture

Retail stocks are pricing in a consumer spending boom of epic proportions.

I guess Jim Rickards' "Endgame" won't happen for a couple more years.

Mon, 03/28/2011 - 10:28 | 1108477 alien-IQ
alien-IQ's picture

and when that consumer spending boom fails to materialize I guess the stocks will just keep moving higher and higher in anticipation of the next consumer spending boom...and on and on and on.

Mon, 03/28/2011 - 10:35 | 1108508 ibjamming
ibjamming's picture

But look at the volume...of lack of...

Mon, 03/28/2011 - 15:27 | 1109787 JonTurk
JonTurk's picture

when you pop-up like this, means that its time to sell

Mon, 03/28/2011 - 10:17 | 1108441 reload
reload's picture

" And remember, they are many issues still in the pipeline with
ridiculous valuation being applied to some new US start-ups already soon to be IPOed with no barrier to entry companies".

I think I will stick with the physical PM`s !

 

Still If Robo is right about the consumers gearing up for a spendathon, perhaps HarryW will come by and confirm with a report of record discretionary designer lavatory seat sales.

 

Mon, 03/28/2011 - 10:19 | 1108457 pazmaker
pazmaker's picture

I haven't seen Harry W in months!

Mon, 03/28/2011 - 10:16 | 1108444 Stuck on Zero
Stuck on Zero's picture

Tell me ...  was this document generated by a JAVA applet that randomly scrambles market terms to produce endless pages of drivel? Are we all viewing the same document?

Mon, 03/28/2011 - 10:24 | 1108470 alien-IQ
alien-IQ's picture

yes...it comes from the "if you can't dazzle them with brilliance baffle them with bullshit" school of economic writing.

Mon, 03/28/2011 - 10:37 | 1108512 Theta_Burn
Theta_Burn's picture

This is a great compilation, and in the real world with real market action pretty dam accurate.

...All based on dated methods, with .Govs blessing all the pressure pushing against common sence market action can change like wind direction

How long could the shelf life be on this analysis?

Mon, 03/28/2011 - 10:21 | 1108460 alien-IQ
alien-IQ's picture

the /ES is now back to pre-tsunami/earthquake/radiation leak/Libya invasion levels....as if nothing ever happened. Ain't Amerika grand? The world can go to shit...but it don't affect us...we got NFLX. :-(

Mon, 03/28/2011 - 10:25 | 1108475 Tense INDIAN
Tense INDIAN's picture

u might want to avoid INDIA....

 


Getting the BIG picture right.

Mon, 03/28/2011 - 10:30 | 1108488 RobotTrader
RobotTrader's picture

I wonder if Gerald Celente has ever had a girlfriend who shops at Lululemon.  LULU on the brink of making new, world record highs again.

Same goes for other cult retailers, like TSCO.

And by the way, by the way that OPEN is trading, the high-end restaurant business has probably never been better.

Oh, and of course, TZOO looks like it is headed into Outer Space.

How can a room full of nerds sitting at computers make so much money?

Just goes to show you that we are in the midst of yet another stock market mania.

 

Mon, 03/28/2011 - 10:38 | 1108517 Bubbles...bubbl...
Bubbles...bubbles everywhere's picture

LULU was $84 one month ago, are we looking at the same chart?

Mon, 03/28/2011 - 10:44 | 1108539 alien-IQ
alien-IQ's picture

TZOO has a modest PE of 80.56...should be an easy three bagger from here. Triple digit PE's will be the new "must have" stocks for 2011. Looking forward to those four digit PE's in 2012...thus signaling the end of the world (as the Mayans predicted).

Mon, 03/28/2011 - 10:36 | 1108506 bankrupt JPM bu...
bankrupt JPM buy silver's picture

yup reminds me of late 2007!

Mon, 03/28/2011 - 10:39 | 1108525 Johnny Lawrence
Johnny Lawrence's picture

If you're a contrarian, there's not one data piece in this report that makes you want to buy right now.

Mon, 03/28/2011 - 10:44 | 1108538 TradingJoe
TradingJoe's picture

have physical PMs, get rental income, most I have are hard assets, rest is or will be very soon HISTORY!

Mon, 03/28/2011 - 16:03 | 1109912 FoieGras
FoieGras's picture

Great read as always! Damien is top notch.

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