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Bears Tap Out: Assets At Bearish Funds Hit Record Low

Tyler Durden's picture




 

Back in March we asked "what happens when this chart goes to zero" with regard the exuberant lack of bears in the AAII survey. The last 3 months have seen that sentiment morph into actual positioning as institutional investors have been net sellers of US equities since April leaving assets in bear funds at record lows.

 

 

As FBN's JC O'Hara notes, it's a sign of capitulation when there's no one left to bet on a decline... and remember margin has already rolled over... meaning the levered longs are unwinding too...

 

Charts: dshort.com and FBN

 

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Tue, 06/03/2014 - 16:41 | 4821207 takeaction
takeaction's picture

Bullish!

Tue, 06/03/2014 - 16:45 | 4821223 pomlad5
pomlad5's picture

hah, I read bullshit at the first glance

Tue, 06/03/2014 - 17:14 | 4821272 svayambhu108
svayambhu108's picture

The markets are not dead they are in deep meditation
http://www.theatlantic.com/health/archive/2014/05/dead-or-meditating/371...

Tue, 06/03/2014 - 16:47 | 4821226 xtop23
xtop23's picture

Time to go short

Tue, 06/03/2014 - 16:56 | 4821243 Gringo Viejo
Gringo Viejo's picture

How long can you keep getting fucked by the Working Group On Financial Markets and NOT say:

"STOP! My asshole's sore!

Tue, 06/03/2014 - 18:20 | 4821409 RaceToTheBottom
RaceToTheBottom's picture

I believe that particular piece of knowledge would only increase the frequency of said action.

Tue, 06/03/2014 - 16:53 | 4821239 Oracle 911
Oracle 911's picture

This summer will be hot more than one way (if you think I mean something perverted, than you are wrong on many levels).

Tue, 06/03/2014 - 16:45 | 4821218 khakuda
khakuda's picture

The S&P is up over 50% in the past 24 months.  How much did you expect these guys to take?

Is American business worth 50% more than it was worth 2 years ago?  Are sales or earnings up 50% since then?

Tue, 06/03/2014 - 16:50 | 4821236 i_call_you_my_base
i_call_you_my_base's picture

"Is American business worth 50% more than it was worth 2 years ago?"

Notional or real?

Tue, 06/03/2014 - 19:35 | 4821561 Luckhasit
Luckhasit's picture

Imaginary.

Tue, 06/03/2014 - 17:06 | 4821219 AccreditedEYE
AccreditedEYE's picture

This is supposed to be THE biggest bubble in financial history. The Fed wants to set a record that will last decades. We're not even close to finished on the upward march. Hell, we haven't had the vertical blow-off top yet! (Can't wait to see HF returns after that. Ouch!)

Tue, 06/03/2014 - 16:48 | 4821232 Squid Viscous
Squid Viscous's picture

what happened to the bears cartoon/youtube guys? they were so good at explaining the Fed... they would have da field day with Yellen...

Tue, 06/03/2014 - 16:56 | 4821237 SheepDog-One
SheepDog-One's picture

S&P closes at a sphincter verklempting decline of -.73 OMG!

Tue, 06/03/2014 - 16:54 | 4821241 Hindenburg...Oh Man
Hindenburg...Oh Man's picture

Today's gold action has been normal: slapped down at the beginning, slowly works its way back, and then some more bashing around 4 pm

Tue, 06/03/2014 - 17:08 | 4821260 huggy_in_london
huggy_in_london's picture

WTF??? I thought today was Tuesday?

Tue, 06/03/2014 - 17:08 | 4821261 Frank N. Beans
Frank N. Beans's picture

I'm not buying this, so I'm not selling.  Tired of getting bear ass raped.

 

Tue, 06/03/2014 - 17:16 | 4821274 SheepDog-One
SheepDog-One's picture

Wise. I don't believe any of this hand wringing stuff lately, Fed will probably do a +.5% day tomorrow.

Tue, 06/03/2014 - 17:37 | 4821311 Squid Viscous
Squid Viscous's picture

"Got to be in it to win it", NY LOTTO style... bought an assload of SPY and IYT puts and VXX calls last 2 days...I am fully expecting to be demolished, buy hey, "you never know"

Tue, 06/03/2014 - 21:27 | 4821832 InjectTheVenom
InjectTheVenom's picture

WINNING !

Tue, 06/03/2014 - 21:55 | 4821901 Big Brother
Big Brother's picture

For those of us without the margin account:

RYSHX

RYARX

and for the Squid Viscous-types

RYIRX

RYCBX

...Hey, it could happen.

Tue, 06/03/2014 - 17:24 | 4821287 Casserole of no...
Casserole of nonsense's picture

But but but... I heard that this was "the most hated stock rally in history" about a hundred times in the past week.

Tue, 06/03/2014 - 18:00 | 4821360 yogibear
yogibear's picture

The Wall Street bots  like to play the bears. They suck them in and then run the market up and get them to cover. It's been going on for 5 years now.

The bears keep coming back for more. Draw them in and then rape them.

The Federal Reserve keeps gaming socks with  constant POMO dog and pony shows.

Tue, 06/03/2014 - 18:19 | 4821406 RaceToTheBottom
RaceToTheBottom's picture

Geronimo!!!!!

Tue, 06/03/2014 - 22:05 | 4821926 Spungo
Spungo's picture

I still prefer twinks

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