Overnight Reads

  • Posted by
  • on May 6th, 2010

A few stories that I enjoyed:

Dorsey Wright on how temperament separates market winners and losers(ht @abnormalreturns)

CSS Analytics on using market leadership to trade QQQQ

DShort with some great long-term valuation graphics

Traders Narrative discusses the need for context in interpreting bullish sentiment

Abnormal Returns on the effect of time on risk and uncertainty

Barry Ritholtz goes 100% cash, @Dasan very positive

As for me, I remain too reliant on the market’s guidance to be anything other than agnostic.  Depending on the time frame and opportunity, I can be anything from bullish to bearish…how’s that for a hedged answer?

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