Comments on: Shooting Stocks in a Barrel, Part II http://rudeawakening.agorafinancial.com/2008/12/10/shooting-stocks-in-a-barrel-part-ii/ Hot Coffee In the Face of Wall Street Thu, 05 Nov 2009 06:41:47 -0600 http://wordpress.org/?v=2.8.4 hourly 1 By: Bag ‘Monster’ Returns With These 4 Absurdly Cheap Stocks - Contrarian Stock Market Investing News - Featuring Bargain Stocks http://rudeawakening.agorafinancial.com/2008/12/10/shooting-stocks-in-a-barrel-part-ii/comment-page-1/#comment-751 Bag ‘Monster’ Returns With These 4 Absurdly Cheap Stocks - Contrarian Stock Market Investing News - Featuring Bargain Stocks Thu, 29 Jan 2009 19:20:32 +0000 http://www.agorafinancial.com/afrude/?p=432#comment-751 [...] Source: Shooting Stocks in a Barrel, Part II Advertisement [...] [...] Source: Shooting Stocks in a Barrel, Part II Advertisement [...]

]]> By: RiskAverseAlert http://rudeawakening.agorafinancial.com/2008/12/10/shooting-stocks-in-a-barrel-part-ii/comment-page-1/#comment-693 RiskAverseAlert Wed, 10 Dec 2008 18:14:22 +0000 http://www.agorafinancial.com/afrude/?p=432#comment-693 One subtle (but, in truth, blatantly apparent) conclusion to be drawn from the fact that, "2,267 companies around the globe offered profits to investors for free as of the open of trading today" -- "eight times as many as at the end of the last bear market" -- is that not only are credit markets "that bad," but the entire global financial system is, indeed, bankrupt. Not to rain on the bull parade. Rather, only to put "opportunity" into perspective. On this note I would defer notions of "value" existing in the stock market to the same assumptions <a href="http://business.timesonline.co.uk/tol/business/industry_sectors/banking_and_finance/article3492287.ece" rel="nofollow">Peloton Partners</a> made toward beaten down structured products earlier this year. Unfortunately, they arrived at the dance much too early and went belly up. Historically speaking, trading in and out of the market may be an exercise in futility more times than not. However, since 2000, this approach -- in the midst of risks systemic in nature -- has been demonstrated wildly successful. And now, with the Treasury "all in" in the game whose name is "Inflate or Die," it's hard to imagine irrational chaos abating... One subtle (but, in truth, blatantly apparent) conclusion to be drawn from the fact that, “2,267 companies around the globe offered profits to investors for free as of the open of trading today” — “eight times as many as at the end of the last bear market” — is that not only are credit markets “that bad,” but the entire global financial system is, indeed, bankrupt. Not to rain on the bull parade. Rather, only to put “opportunity” into perspective.

On this note I would defer notions of “value” existing in the stock market to the same assumptions Peloton Partners made toward beaten down structured products earlier this year. Unfortunately, they arrived at the dance much too early and went belly up.

Historically speaking, trading in and out of the market may be an exercise in futility more times than not. However, since 2000, this approach — in the midst of risks systemic in nature — has been demonstrated wildly successful. And now, with the Treasury “all in” in the game whose name is “Inflate or Die,” it’s hard to imagine irrational chaos abating…

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