View

THE SEEDS OF RISK GROW BEST UNDER THE SWEET RAIN OF EUPHORIA.

Friday, 8 April 2011

Weird - Very Weird - Herding at its PEAK

I just put the most crowded - consensus trades that I heard from people I know in real life.


Look at below -








http://jimrogers-investments.blogspot.com/



It`s Going To Be Difficult To Stop Inflation

The US Dollar Will Be Debased A Great Deal In The Future

The Euro Is A Political Currency Rather Than A Economic Currency

The Silver Bull Market Has A Long Way To Go

I Own Japan. I Don`t Think Japan Is Going To Fall Off The Face Of The Earth.

Waiting To Short US Government Bonds


http://marcfaberblog.blogspot.com/

Gold Is Still Under Owned By Individuals And Institutional Investors

I Believe The Fed Would Like To See Stocks Correcting Somewhat - FED WORSHIP

Japanese Shares Are Worthwhile To Accumulate


http://peterschiffblog.blogspot.com/

Paper Money Is Losing Value

Prices Are Going To Be Up In The Stratosphere

A New Phase On The Path To A Dollar Collapse

---------------------

Am I missing something or the HERD is in full swing?
Time will tell and I shall definitely get back to this post in a couple of weeks/months.


Posted by Sameer Saifan at 00:48
Email ThisBlogThis!Share to XShare to FacebookShare to Pinterest

No comments:

Post a Comment

Newer Post Older Post Home
Subscribe to: Post Comments (Atom)

About Me

My name is Sameer Saifan and I am based in London, UK. After completing BEngg [Mechanical] from India I came to the UK to do a MSc Operations Research from the London School of Economics.

I have spent the last decade working for multi-billion dollar Fund of Hedge Funds based in London. My last role was Head of Risk Management and Quantitative Research at a $10 billion Wealth Management firm based in London.

My skills sets include an understanding of Statistics, Behavioral Finance, Technical Analysis, Global Financial Markets, Hedge Funds and Wave Theory. My work is related towards Risk Management and Global Tactical Asset Allocation.

The aim of this blog is to help people understand my view of Global Financial Markets. I aim to combine behavioral aspects of human nature , sentiment measures that reflect the herd-like behavior of the crowd and its impact on Global Financial Markets across all asset classes.

My next assignment takes me to the Middle East where I will be involved in [Multi Asset Class] Risk Management for a multi billion dollar SWF.

My contact email address is sameersaifan@gmail.com.

Free counters!

Total Pageviews

Feedjit

CV

Sameer Saifan
View my complete profile

Popular Posts

  • EU Prepares Law To End Influence Of Rating Agencies, Tells Banks To Police Themselves
    http://www.zerohedge.com/article/eu-prepares-law-end-influence-rating-agencies-tells-banks-police-themselves The schizophrenic EU once a...
  • Macro Portfolio - Update
    I hope you remember the macro portfolio I built on 1st July 2011. I have just updated the file from Bloomberg. We are up 40 bps. This is ...
  • Munger Says Wall Street Bankers Share Blame for European Crisis
    May 2 (Bloomberg) -- Charles Munger, whose Berkshire Hathaway Inc. holds $5 billion of options on Goldman Sachs Group Inc. stock, said th...
  • India Central Bank Signals Higher Rates on Growing Price Risks
    May 3 (Bloomberg) -- India’s inflation risks have “amplified” because of higher commodity prices and “policy interventions” are needed, t...
  • UK Chain retailers 'closing 20 stores a day'
    http://www.guardian.co.uk/business/2011/jul/08/twenty-uk-shops-closing-per-day?CMP=twt_gu The gravity of the high street downturn is spell...
  • Permanently High Plateau Theory Touted for Australia Housing; Real Estate Agents Refuse to Disclose Sale Prices
    http://globaleconomicanalysis.blogspot.com/2011/07/permanently-high-plateau-theory-touted.html At the height of every boom, bullish clowns...
  • TWO MORE SENTIMENT INDICATORS - CHF AND MUTUAL FUND CASH LEVELS
    1 ST IS PUBLIC OPINION ON CHF BLUE LINE SHOWS PUBLIC OPINION ON CHF IT IS AT A MULTI YEAR HIGH IT IS EVEN HIGHER THAN IN 2007 CHF IS ...
  • Zynga Close to Hiring Goldman to Lead IPO
    http://www.bloomberg.com/news/2011-06-03/zynga-said-to-be-close-to-hiring-goldman-sachs-to-lead-ipo-extend-credit.html Zynga Inc. is in ta...
  • European Government Bond Spreads at Record Highs vs. Germany; 2-Year Spreads: Greece 30.09, Portugal 17.11, Ireland 16.58
    http://globaleconomicanalysis.blogspot.com/2011/07/european-government-bond-spreads-at.html 10-Year Government Bond Yields and Spreads vs....
  • Property market is entering a 'mini ice age' and won't recover for a decade
    http://www.dailymail.co.uk/news/article-2013709/Property-market-entering-mini-ice-age-wont-recover-decade.html Property market is entering...

Blog Archive

  • ▼  2011 (1233)
    • ►  August (166)
    • ►  July (270)
    • ►  June (243)
    • ►  May (222)
    • ▼  April (273)
      • Berkshire’s Rose ‘Very Bullish’ About Recovery, Ch...
      • Nasdaq - Smells like a Bubble
      • 2008 crash deja vu: We’ll relive it, and soon
      • Japan's factory output and consumer spending plummet
      • One Million Exhausted Jobless Benefits in Past Year
      • In U.S., Majority Still Say Now Is a Good Time to ...
      • The Japanese Real Estate Bubble of 1989
      • The Crash of 1987
      • The Great Depression of 1929
      • The Panic of 1873
      • Spanish unemployment hits 14-year high
      • Gold Luring Central-Bank Buyers May Extend Record ...
      • China's Population is Aging Rapidly
      • UAE still nurses wounds from its financial crisis
      • If Bill Gross Sees U.S. as Shaky, Check Japan: Wil...
      • Mobius Sees Extended Global Equities Bull Market A...
      • Europe’s Subprime Quagmire
      • China’s Bad Growth Bet - Roubini
      • Grantham Sees 25% Chance That China May ‘Stumble’ ...
      • Silver Rally No Bubble as Price Will Top Record, C...
      • Long Term Market Charts
      • Wal-Mart: Our shoppers are 'running out of money'
      • Gold
      • Pattern Recognition
      • Mumbai Home Sales Drop to Two-Year Low as Unsold U...
      • Silver Bubble
      • Phoenix Underwater Mortgages Show Housing’s Threat...
      • Bogus Threats to US Reserve Currency Status: No Co...
      • European Peripheral Bond Yields
      • Weak US Dollar
      • US Equity Market
      • US Dollar Collapse
      • S&P 500 Climbs to Highest Since 2008 on Earnings; ...
      • Roubini On US Downgrade: Bond Market Revolt Won’t ...
      • SHOULD I SELL MY SILVER?
      • India - Inverted Yield Curve - The Coming Slowdown
      • Gold, Silver Decline From All-Time Highs as Invest...
      • The Gospel of Economic Prosperity: Lessons from th...
      • US Student Debt Issue
      • Greece Can’t Avoid Debt Restructuring, Germany’s F...
      • Wealthy Leaving Las Vegas Mansions as Foreclosure ...
      • Greece Haircut for Bondholders Already Overdue: Ma...
      • Silver Down 10%
      • Crazy Linear Extrapolations - Silver Gold Oil
      • Harry Dent Says Stay Long USD and Treasuries
      • Sentiment Charts - Silver - US Dollar - Equities
      • Barrick to Buy Equinox for $7.69 Billion, Topping ...
      • Silver - Crazy Bullish Sentiment Update
      • Bullish Silver , Bearish US Dollar - They are WRONG
      • Construction in Spain Down 31% Compared to Same Mo...
      • Inflation vs. Deflation - Hugh Hendry
      • US Dollar Sentiment Update
      • Latest Investor Sentiment Update
      • The National Association of Active Investment Mana...
      • Barron's Big Money Poll
      • Will Apple Be the First Trillion Dollar Market Cap...
      • Where The Housing Bubble Lives On
      • ECB-forced 'run on our banks' led to bailout
      • Silver Surges to All-Time High on Inflation Hedge,...
      • Shanghai Gold Exchange raises margins on silver fo...
      • UK pump prices hit record highs in April -AA
      • Aussie dollar hits 29-year peak; Seoul shares shine
      • June 13/14 2011 - What is it going to tell us abou...
      • Indirect Vs Direct Stimlus
      • Australia Needs to Make ‘Difficult’ Budget Decisio...
      • Japan GPIF to withdraw $78 bln from assets-Nikkei
      • BOJ Head Concedes Contraction Is Possible
      • The Pentagon of PIIGS Debt
      • Italy The Invisible Elephant
      • Portuguese Budget Deficit Revised Up Second Time t...
      • Builders of New Homes Seeing No Sign of Recovery
      • The 'other' housing market, where house prices hav...
      • Silver, Silver, Silver.
      • Hi Ho, Silver: Some Fund Investors Could End Up Ta...
      • Silver Mania - Confirmed
      • Jumbo Mortgage Loan Squeeze: Will it Affect Home P...
      • Rein In Rampant Speculation Or Face The Black Silv...
      • Greek Debt Best Sustained by Haircuts, Measures, C...
      • Anatomy Of A Monetary Accident
      • India Aims for Economic Expansion of 9% to 9.5%, A...
      • The Two Phases of the Great Depression
      • Greek Debt Crisis - Martin Armstrong
      • Extreme Sentiment - Set Up for an EVENT
      • Over The Counter Volume
      • NYSE Available Cash
      • CS Fear Barometer
      • Mutual Fund Cash Premium / Discount
      • Newsletter Bears Plunge
      • OEX Put/Call Open Interest Ratio
      • Greeks 'planning debt restructuring'
      • Austrian Banks Are Undercapitalized, Central Bank’...
      • Europe Should Study 1930s Crisis to Handle Bad Loa...
      • Dow Jones Index priced in Real Money - Gold
      • UK - House sales drop to lowest level in 21 months
      • Bank ends interest-only mortgages without document...
      • Investors switch from cash to shares despite marke...
      • U.K. Banks Expect `Subdued' Mortgage Lending, BOE ...
      • Inflation Expectation - The Latest Bubble
      • Tax Cut on Multiple Home Purchases May Spark Inves...
      • India Builders to Face ‘Large-Scale Distress,’ Kni...
    • ►  March (28)
    • ►  February (5)
    • ►  January (26)
  • ►  2010 (22)
    • ►  December (22)

Search This Blog

Pages

  • Home

Disclaimer

The content on this site is provided as information only and should not be taken as investment advice. All site content, including advertisements, shall not be construed as a recommendation to buy or sell any security or financial instrument, or to participate in any particular trading or investment strategy. The ideas expressed on this site are solely the opinions of the author and are for entertainment purposes only. Any investment decision that results in losses or gains made based on any information on this site is not the responsibility of the author. The author may from time to time make statements about certain investment vehicles and strategies, but it is not to be taken as investment advice.
Simple theme. Powered by Blogger.