Gosto muito do Aaron Task. Não é um analista, nunca se assumiu como tal mas é um daqueles jornalistas que domina por completo os mercados financeiros. Pena que tivesse deixado de fazer o resumo final da sessão que eu adorava no Realmoney, sobretudo porque quase sempre conseguia dar voz aos argumentos bullishs e bearishs.
Apesar de nos últimos artigos que lhe li, notar uma inclinação "bearish", há pouco escreveu umas breves notas, em jeito de piada, sobre alguns indicadores contrários que podem dar algum alento aos touros.
Aaron Task
Reading the Market Tea Leaves
3/10/04 12:34 PM ET
"As a corollary to the WSJ's "signs of a peak" piece Tues., here's a few anecdotes that should give the bulls some cheer:
-- ChartCraft.com's Investor's Intelligence survey showed bullish reading declined to 56.1% in latest week from 59.4%. Bearish sentiment rose to 20.4% from 18%. It was the second consecutive week that bullish sentiment declined, while the third consecutive week that bearish sentiment rose, according to StreetAccount.com.
-- The one-day Arms index jumped to 2.72 yesterday, pushing the 10-day Arms index to 1.29.
"Up until Friday, the market had been doing all its correction internally, moving from the growth stocks to the defensive stocks. But yesterday's market was the day that Mr. Market decided that the camouflage could be lifted for all to see," commented Don Hays of Hays Advisory. "Put all the pieces together?overbought indicators and sentiment surveys, and you can see that last week was the first week when the curtain was just starting to rise revealing our expected correction. Yesterday, the Full Monty was produced for all to see. Now, the Strategists are coming out from all corners, predicting the end of the bull market has arrived."
-- And finally (my favorite contra- contra- indicator): Arch Crawford & Bob Prechter are scheduled to be on CNBC today with Ron Insana around 2:35 EST.
market neutral; long anecdotal evidence "
(in
www.realmoney.com)