tag:blogger.com,1999:blog-3310402797768514899.post336570506400999775..comments2023-11-05T03:39:11.575-05:00Comments on The Technical Take: Rydex Market Timers: This Is Amazing!Guy M. Lernerhttp://www.blogger.com/profile/09198161809721597881noreply@blogger.comBlogger8125tag:blogger.com,1999:blog-3310402797768514899.post-50634423938054403512009-12-16T20:44:10.666-05:002009-12-16T20:44:10.666-05:00Guy,
Might be interesting to see an overlay of th...Guy,<br /><br />Might be interesting to see an overlay of those two charts. Any way you can manage that?<br /><br />Thanks.LOMhttps://www.blogger.com/profile/08575994703685366818noreply@blogger.comtag:blogger.com,1999:blog-3310402797768514899.post-8480908000309371942009-12-16T17:24:24.682-05:002009-12-16T17:24:24.682-05:00It will be hard for the market to fight the "...It will be hard for the market to fight the "tailwinds" of seasonal strength over the next 3 weeks ...http://confluencesystem.blogspot.com/Con Syshttps://www.blogger.com/profile/09235535007547947531noreply@blogger.comtag:blogger.com,1999:blog-3310402797768514899.post-35286465769627735332009-12-16T13:54:43.564-05:002009-12-16T13:54:43.564-05:00Jimmy:
While I agree that the Rydex data is not t...Jimmy:<br /><br />While I agree that the Rydex data is not the entire market, I always preface my comments that it is only a representative sample of market participants and as you point out, a very small one at that.<br /><br />The other types of funds you mention have come under increasing scrutiny of late - they aren't the vehicles folks once thought of them.<br /><br />Lastly, folks may be jumping in ahead of the FOMC announcement, and this was my reference to all this noise - this data is for very short term traders or if you would like to better position yourself within a longer term trend; the Rydex trader appears to be short term by nature.Guy M. Lernerhttps://www.blogger.com/profile/09198161809721597881noreply@blogger.comtag:blogger.com,1999:blog-3310402797768514899.post-60781927984519041172009-12-16T12:35:31.210-05:002009-12-16T12:35:31.210-05:00both Nova and Ursa are small funds, $49 and $199 m...both Nova and Ursa are small funds, $49 and $199 millions respectively. so they are just trees within a forest (of the Rydex family of funds.) I have noticed in other brands (traditionals... SPDRS and iShares and leveraged... Proshares and Direxion) are seeing slower inflow of funds into bullish/leveraged ETFs while increasing outflow of funds out of bearish/leveraged ETFs. What I'm believe is happening here is some hesitation for bulls and some capitulation for bears.<br /><br />On the yesterday's big Rydex inflows, could some of this be related to traders jumping in ahead of the pre-FOMC announcement today since there's a good 1 day track record of market outperformance? This looks similar to the pre-Thanksgiving seasonality where there's large inflows in hope of getting good 1 to 2 day of outperformance performance and then getting out quickly?<br /><br />regards, JimmyAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-3310402797768514899.post-90853892314493383532009-12-16T12:33:08.196-05:002009-12-16T12:33:08.196-05:00Hi, my name is the Bernanke Put -how are you?Hi, my name is the Bernanke Put -how are you?Markhttps://www.blogger.com/profile/06241756200482130281noreply@blogger.comtag:blogger.com,1999:blog-3310402797768514899.post-26689140931507436292009-12-16T11:50:07.482-05:002009-12-16T11:50:07.482-05:00biscosc: I am having a hard time accessing that li...biscosc: I am having a hard time accessing that link, but it is possible they are using the Rydex ETF's; I am using the flow of funds (real $) into their mutual funds. I have almost 10 years of data on this!!!<br /><br />D-man: Agreed...they love them more than at 700; even if this turns out to be late 2003 --blow off top-- it is likely that the market will give a lot of this back at some point--these will not be sustainable gainsGuy M. Lernerhttps://www.blogger.com/profile/09198161809721597881noreply@blogger.comtag:blogger.com,1999:blog-3310402797768514899.post-43482724398732675422009-12-16T11:21:56.709-05:002009-12-16T11:21:56.709-05:00"it is absolutely amazing that there would be..."it is absolutely amazing that there would be this much commitment to the market after a 60% plus run in the S&P500"<br /><br />Neih! Have a look where these professional managers are with their fund: lower than at 2000 top. <br /><br />http://home.comcast.net/~RoyAshworth/Mutual_Fund_Cash_Levels/Mutual_Fund_Cash_Levels.htm<br /><br />What a great world! People love more stocks today than at 700 on S&P. Really smart people!D-mannoreply@blogger.comtag:blogger.com,1999:blog-3310402797768514899.post-32053957945666132792009-12-16T10:46:50.291-05:002009-12-16T10:46:50.291-05:00Hello Guy,
Have you ever done any research with R...Hello Guy,<br /><br />Have you ever done any research with Rydex using the NAV adjusted values? I know Schaeffer's has a chart but I really don't know how it is calculated. Theoretically I would imagine this would better capture cash in/cash out and therefore true sentiment. I just ask because their chart is not matching the level of bullishness that yours are. Here is the link: http://www.schaeffersresearch.com/streetools/market_tools/rydex_nu.aspxbiscoscnoreply@blogger.com