分析家困惑：SELL IN MAY OR NOT？

oldpigwang

Analysts all 困惑了：看他们的混乱：
1。"It doesn't work every year," says Hirsch the editor-in-chief of the Stock Trader's Almanac。
2。Sell in May and Go Away? Maybe Not This Year: Bloomberg
3。 Another weak May? Don’t be so sure。MarketWatch
4。Related: Bears of May have come to play。MarketWatch
5。at least for the last two years, it's been so right， MarketWatch。
6。Sell in May and Go Away? Maybe Not This Year。jpm
7. More Trouble Below the Surface  Zacks.com Profit from the Pros

On the surface it looks like Monday was just a mild sell off after a nice 4 day rally for stocks. That is the message one gets by seeing the almost non-existent -0.11% decline of the Dow. Or even just the modest -0.39% decline of the S&P. However, as we keep digging down below the surface we see a heftier -0.74% loss for the Nasdaq and a more severe -1.04% drop for the small caps of the Russell 2000.

What's the message from all that?

Mr. Market is telling you to tread lightly for now as the money is flowing away from riskier investments towards safer harbors. Large cap and defensive stocks is one such destination. But also the 10 year US Treasury is back in vogue as it is now back under 2% after getting as high as 2.40% in mid-March.

If you are 100% invested, then consider taking your foot off the gas pedal for a while until the twists in the road become clearer.

oldpigwang

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My opnion: Possible, it is not Sell in May,
But sell in Jul or what ever surprise month these gameplayer wants surprise us.

Diffusion

Diffusion

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learner2009

oldpigwang 发表于 2012-5-1 08:55
Analysts all 困惑了：看他们的混乱：
1。"It doesn't work every year," says Hirsch the editor-in-chie ...

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hunting

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