tag:blogger.com,1999:blog-424878055321707618.post8161933659152229121..comments2023-08-10T10:42:58.287-04:00Comments on Psychology of the Call : Psychology in the Upcoming Week's Economic & Earnings DataAmerican Capitalist Pigshttp://www.blogger.com/profile/15411623245904138707noreply@blogger.comBlogger4125tag:blogger.com,1999:blog-424878055321707618.post-53857632814088135532008-04-21T13:02:00.000-04:002008-04-21T13:02:00.000-04:00Hello Joseph, pullbacks will always occur and that...Hello Joseph, pullbacks will always occur and that's why we give the 11 Commandments top billing every Friday before the market even closes. We agree with your assessment on the earnings driver, but disagree that since macro conditions are same as 3 weeks ago, the market won't climb. Macro conditions are mainly driven by psychology leading to expansion of money/loans. We feel psychology has shifted after the Fed cut so aggressively and staved off greater panic. The equity risk premium is currently too low to remain pessimistic; we reiterate the strength in the Euro as a potential "fire starter" once the leaves turn color and Fall. Thank you for your insights.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-424878055321707618.post-54652476521265724392008-04-20T19:36:00.000-04:002008-04-20T19:36:00.000-04:00I've been following your blog since your insight o...I've been following your blog since your insight on the SNDA earnigs and CC. I appreciate your comments and most of the time were in the same camp. With that being said do you think were due for a pullback? Most of the macro conditions that existed 3 weeks ago are still in place...earnigs seem to be the driver right now, and they were so downwardly revised it seems to almost insure a "beat the street" number.checkinshortzhttps://www.blogger.com/profile/03425752102734970408noreply@blogger.comtag:blogger.com,1999:blog-424878055321707618.post-55927756861492680562008-04-20T19:08:00.000-04:002008-04-20T19:08:00.000-04:00dittodittoAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-424878055321707618.post-13172129435458173512008-04-20T02:02:00.000-04:002008-04-20T02:02:00.000-04:00Fantastic!Fantastic!Anonymousnoreply@blogger.com