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Cramer vs. Kass
2009/09/09 16:31:41瀏覽243|回應0|推薦0

Cramer's 'Mad Money' Recap: Six Reasons to Be Bullish

http://www.thestreet.com/story/10595725/1/cramers-mad-money-recap-six-reasons-to-be-bullish-final.html

Cramer said that according to colleague and chartist Dan Fitzpatrick, the markets are exhibiting a classic "reverse head-and-shoulders" pattern. Fitzpatrick suggested the S&P 500 could rocket to 1200 if the pattern holds. Given this information, Cramer identified six reasons why Fitzpatrick might be right.

Kass: Updating the Model Portfolio

09/08/09 - 11:30 AM EDT

http://www.thestreet.com/story/10595390/1/kass-updating-the-model-portfolio.html

"For everything you have missed, you have gained something else, and for everything you gain, you lose something else."

-- Ralph Waldo Emerson

My variant view is that the strong short-term earnings cycle, which has dominated the investment landscape, captured investors' confidence and buoyed share prices over the past six months, will be short-lived as many of the aforementioned policy initiatives (e.g., one-time mortgage credits or the cash for clunkers program), while serving to pull forward sales, are borrowing from 2010. Moreover, numerous nontraditional headwinds (highlighted in my last model portfolio update) will serve as a governor to economic growth. I see little incentive for businesses to get on the offensive and restock, especially in light of the continued deflationary trends in wages and in the absence of evidence of any sustainable advance in demand.

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