Monday, March 19, 2012


The next Sentiment blog you read will (hopefully) be from my new IT setup from this afternoon. With some tech guidance, I shall reformat the blog grid to show more detail and in better format.
Although we had the SELL spike a few weeks ago in Sentiment, things have quieted down (scarily - like when the Fed was accused of manipulating the market many months ago in the media -and by me). MMF funds are moving out, but to bonds, not equities! The CBOE put/call ratio and Volume speculation (Nas v. NY) dropped precipitously; as did the VIX - below 14. The 2-year Treas.yield spiked up to .37% (Inflation?), and the CEO Insider selling doubled to 60:1 over buyers. Too good to be true...

3/15/2012 3/8/2012
Indices: DJIA  13232 12922
  NAZ  3055 2988

SPX  1404 1370
NASD/NYSE WklyVolume (Bshs). 8.4/4.9 8.3/3.7
nasd/nyse Specul.Ratio hi=bullish 1.71 2.24
Sentiment: put/call-CBOE  55 68
Barron's VIX>50-alltmlow=8.8 14.5 17.1

Advance/Dec-NYSE.. 1777/1395 1667/1475

Weekly Net: 382 192

     Cumulative: 133797 133415
Weekly  NYSE hi/low 355/39 248/46
New Hi's/Low's Nasdaq h/l 330/60 177/88
McClellan  Oscillator -13 0
McClellan Sum .+750/-1000 891 912
Newsletter Inv.Intel -Bull:tues 43.6 47.9
Surveys Bear:-5yrs 26.6 26.6

AAII  -Bull :wed. 45.6 42.4

Bear  27.2 29
COT:Change w/w large/small (net)k (2)/4 (9)/20
CEOinsider selling 60:1 34:1
BalticDryIndex GlobalEcon 824 771
3-box rev Bullish%-  83 83
US equity -ICI Fund Flows (1.4B) 1 wk lag
MMF flows Change in $B (8.2B) (7.0B)
MargDebt- top (300M) monthly OCT.

ETF:Eqty/Int'l/Bond  million$$ OCT.

2-yr Tsy Yield: Inflation 0.37% 0.33%
Euro futures 1 yr.offset-CommHedg 5.39 5.23

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