Where Does This Market Rally Rank?

Tyler Durden's picture


Submitted by Lance Roberts of STA Wealth Management,


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Wed, 01/29/2014 - 18:10 | 4381893 whatsinaname
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Alli I can see is that the stock market will become a sacrificial lamb to the bond market until 10 yr is below 2.5 and then QE infinity will resume.

Wed, 01/29/2014 - 18:23 | 4381941 Rainman
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All I can see is deer eyes

Wed, 01/29/2014 - 18:27 | 4381963 alphamentalist
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yeah. where's the deer? also, you might stock up on venison photos. think they will soon be appropriate. 

Wed, 01/29/2014 - 19:31 | 4382270 Sabibaby
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If you don't know where the dear is, it might be you...

Wed, 01/29/2014 - 19:58 | 4382412 El Viejo
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I hear the train a comin...

Wed, 01/29/2014 - 18:12 | 4381900 ebworthen
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This is not a benign secular bear market.

Wed, 01/29/2014 - 18:25 | 4381949 Rainman
Rainman's picture

Balance sheet depressions are a beeeatch !

Wed, 01/29/2014 - 18:16 | 4381916 buzzsaw99
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the point is not whether it goes up or down. the point is that whatever level it is at is where the central planners want it to be. there is no market, there is only the fed.

Wed, 01/29/2014 - 18:18 | 4381925 TeamDepends
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Fire in da hole!  FIRE IN DA HOLE!!!!!

Wed, 01/29/2014 - 18:25 | 4381945 GeezerGeek
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Damn. but I hope they start up that MyRA soon! I wanna have my IRA in Treasuries, not stawks, if the latter are gonna tank!

Meanwhile, no one's SS income doubled since 2009, so having invested in stawks back in 2009 would have been better than relying on SS. .

Wed, 01/29/2014 - 18:32 | 4381969 Cursive
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I enjoy Lance Robert's analysis very much, but what in the hell would it take for him to sell?

Wed, 01/29/2014 - 18:48 | 4382050 Its Only Rock N Roll
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Lance you may want to evaluate that "career risk" and then doing something against what you truly believe.  You clearly have an ethical and fiduciary standard to uphold to your clients.  They are depending on you to do the right thing. 

Just saying.

Wed, 01/29/2014 - 19:09 | 4382161 Orly
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Love me some Lance!


This one, however, is not the "reversion to the mean" you were looking for.  It should be quite obvious that these moves lately have been to blow out both longs and shorts.  Otherwise, there would be panic at the Disco! while the market would move straight down, not yo-yo back and forth.

Look for USDJPY to 106, then 107 and a moonshot to 110 as the SPX finally puts in the long-awaited parabolic blow-off top.  Only then can we talk about reversion to the mean.


Wed, 01/29/2014 - 19:17 | 4382197 OutLookingIn
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The stock market is nothing more than a mountain of worthless paper, with dividends paid out in more worthless paper. As Bill Holter has explained in his latest missive, the REAL bank "run" started some years ago. In gold. Not the phoney comex paper futures, nor the equally phoney paper GLD ETF shares, but the REAL thing. Gold bullion.

Chinese 'Aunties' and Indian 'farmers' have been gathering the stuff as fast as they can, along with their governments and other stackers who see the truth. Only recently has this bank run come to the attention of a wider audience, through Germanys request for just 20% of THEIR gold returned and being told to wait 7 years! Why? Because there is none to be returned. Simple. Its gone. Poof! When this really sinks in, the majority in the west will be left out in the cold, staring through the window at those who will make the new rules.

They who have the gold make the rules.  

Wed, 01/29/2014 - 20:00 | 4382431 El Viejo
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Yeah,  instead of PE maybe we should value based on net worth of a company during a crash divided by the likelyhood of a crash.

Wed, 01/29/2014 - 20:14 | 4382478 starman
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How do you like your eggs Miss, pardon Mrs Yellen?

Wed, 01/29/2014 - 22:56 | 4382924 RaceToTheBottom
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Dead Market walking

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