MSM Worried about new Stock Market Bubble?

Just started seeing some media reports that we might be in the middle of another stock market bubble.

Just curious if everyone else agrees or not. It almost seems like the bubbles are coming faster but having less impact with each passing season.

Comments

  • Not worried at all. We might go down a bit here but its no big deal. There are too many people out there who think they have missed the run up and are waiting to put their money in the market once there is a pull back.
    It's on CNN --- we probably don't have a stock market bubble yet.
  • It certainly behaves like a bubble at times, as there seems to be no news bad enough to cause a sell off, and even tiny morsels of "good" news result in big rallies. Company loses a ton of money, no big deal. More layoffs, hey that's less labor costs! Retail spending up 0.1%? Oh yeah, end of the recession!
  • its called a "dead cat bounce"
  • For a "dead cat bounce" it is a big one. Must have been a rubber cat..... :twisted:

    There is little justification for the "froth" on WallStreet. The fundamentals are just not there. Might be a good time to "lock in" if you still on that roller coaster....
  • sid wrote:
    We might go down a bit here but its no big deal. There are too many people out there who think they have missed the run up and are waiting to put their money in the market once there is a pull back.
    Will they think they missed the run up if it plummets during the pull back?
  • Via PaperEconomy.com (which I can't get to load today), updated through yesterday:
    two-great-bounces_2009-08-12-tn.jpg
  • That's uncanny. One thought I've had lately is that we may now be seeing firsthand all the sentiment that went into the GD's dead cat bounce. If so, we get to relive history in a way.
  • Yeish. That is uncanny!
  • Markor wrote:
    sid wrote:
    Will they think they missed the run up if it plummets during the pull back?

    My point is that it will not plummet --- because people will buy on pullbacks.
  • We'll see! You can see in the GD chart above that after the dead cat bounce people did buy in a pullback, but it wasn't enough to prevent another plummet to a new low.
  • .
    It's worth your time to check this Market Ticker post out. It's something I have been tracking the last several months. If the current trend continues, it may be time to jump back into the market after October. It's interesting to note that this plan predicted getting out of the market before the big plunge late last year.
    .
    A Long Term Investment Timing Signal That Works

    Here's a hint kids, and this one's free - here's a long-term timing signal that, over the last 20 years, has never lost money.....
    .
    .....The use of this strategy is simplicity itself - you buy the SPY (or a S&P 500 mutual fund such as VFINX) when the 20 week moving average crosses the 50 week moving average by more than 1%, and you go to cash (or treasuries) when the 20 week moving average crosses the 50week moving average in the downward direct by more than 1%.....

    .
    You can do the 20 week (140 day) and the 50 week (350 day) moving average graphs on the Yahoo Finance web site.
    .
  • Looks like a good strategy, thanks.

    There's a myth perpetuated on that page:
    See, if you lose 50% you must then make a double, or 100% gain, to get back to where you were. For obvious reasons if you take big losses you're in deep kimchee, especially with your retirement money. Avoiding those big losses is absolutely essential!
    If it was harder to get back to where you were, the market would be predictable in the other direction, and then it wouldn't be hard. So it's not harder. In an unpredictable market it's just as easy (or just as hard) to gain 100% as it is to lose 50%. It's easier to gain 100% than it is to lose 60%. All ignoring transaction costs.
  • Markor wrote:
    If it was harder to get back to where you were, the market would be predictable in the other direction, and then it wouldn't be hard. So it's not harder. In an unpredictable market it's just as easy (or just as hard) to gain 100% as it is to lose 50%. It's easier to gain 100% than it is to lose 60%. All ignoring transaction costs.

    Well, not necessarily. A market can be unpredictable in myriad ways. Here's a tidbit; the DOW will go up 172 points. I promise you it will happen. Now, if you only knew the day...

    In whole, you are correct, however. If the market eventually ends up more or less flat, then it obviously made up that 100% just as easily as it shed the 50%.
  • China appears to have just popped an echo-bubble, or undergoing a very sharp correction, shanghai index is down sharply:

    http://stockcharts.com/charts/gallery.html?$SSEC

    We are also going to see a flood of negative housing reports soon. And while wall street views the increase in SFH construction as positive, I suspect it is more of a negative as more inventory comes online as the air gets sucked out of the housing market in the winter.

    I honestly tend to strongly doubt the parallel to the GD chart -- history usually rhymes instead of repeating exactly, and I'm not even sure if we're going to plunge back down to the March lows, but the stock market doesn't go straight up forever, and we're due for a correction.
  • lamont wrote:
    I honestly tend to strongly doubt the parallel to the GD chart -- history usually rhymes instead of repeating exactly, and I'm not even sure if we're going to plunge back down to the March lows, but the stock market doesn't go straight up forever, and we're due for a correction.

    I doubt anyone else actually expects stock market returns during the GD to exactly parallel returns for the next 5 years. Charts like that really have two different points. First, just because we've had a run-up doesn't mean the recession is over. The DOW had a nearly identical run-up and that signaled years of depression, so there's at least one historical proof to ignore the talking heads. Second, it helps put things in some kind of perspective (things are potentially really bad and they may not be anything worst really than America has gone through in the past).

    If the two charts do continue to parallel, it's little more than a fascinating coincidence.
  • The DOW had a nearly identical run-up and that signaled years of depression, so there's at least one historical proof to ignore the talking heads.
    Speaking of talking heads, here's a list of quotes (stolen from here).
    "I see nothing in the present situation that is either menacing or warrants pessimism... I have every confidence that there will be a revival of activity in the spring, and that during this coming year the country will make steady progress."
    - Andrew W. Mellon, U.S. Secretary of the Treasury December 31, 1929

    "I am convinced that through these measures we have reestablished confidence."
    - Herbert Hoover, December 1929

    "[1930 will be] a splendid employment year."
    - U.S. Dept. of Labor, New Year's Forecast, December 1929

    "For the immediate future, at least, the outlook (stocks) is bright."
    - Irving Fisher, Ph.D. in Economics, in early 1930

    "...there are indications that the severest phase of the recession is over..."
    - Harvard Economic Society (HES) Jan 18, 1930

    "There is nothing in the situation to be disturbed about."
    - Secretary of the Treasury Andrew Mellon, Feb 1930

    "The spring of 1930 marks the end of a period of grave concern...American business is steadily coming back to a normal level of prosperity."
    - Julius Barnes, head of Hoover's National Business Survey Conference, Mar 16, 1930

    "... the outlook continues favorable..."
    - HES Mar 29, 1930

    "... the outlook is favorable..."
    - HES Apr 19, 1930

    "While the crash only took place six months ago, I am convinced we have now passed through the worst -- and with continued unity of effort we shall rapidly recover. There has been no significant bank or industrial failure. That danger, too, is safely behind us."
    - Herbert Hoover, President of the United States, May 1, 1930

    "...by May or June the spring recovery forecast in our letters of last December and November should clearly be apparent..."
    - HES May 17, 1930

    "Gentleman, you have come sixty days too late. The depression is over."
    - Herbert Hoover, responding to a delegation requesting a public works program to help speed the recovery, June 1930

    "... irregular and conflicting movements of business should soon give way to a sustained recovery..."
    - HES June 28, 1930

    "... the present depression has about spent its force..."
    - HES, Aug 30, 1930
  • Smoot Hawley was being debated by the Senate through March, 1930. In May, 1930 Canada imposed retaliatory tariffs and by September many other countries did as well. 1028 economists signed a petition pleading with Hoover to veto the bill.

    There were many mistakes that led to prolonging the GD. Time will tell what will be the impact of piling Cap'n Trade and Obamacare on top of Porkulus and the rest.
  • jon wrote:
    Time will tell what will be the impact of piling Cap'n Trade and Obamacare on top of Porkulus and the rest.

    FWIW, replacing nouns of things you dislike with derogatory slang makes your sound highly partisan and like a generally untrustworthy source of information. Which, is unfortunate, because while it is vague and noncommittal, your statement does accurately reflect the high risks at stake in the aggregate of these legislations.
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