SS says
Common sense tells me to look out for crowded trades here.
It is important to look at the bulls and see what they are thinking as a crowd -
24 , 21 and highly unlikely and with high negative impact
They think this is not going to happen - come what may
It is very likely in my view that this is what WILL happen
It is interesting to see the results below
24 - CHINESE ECONOMY CRASH
21 - BREAKUP OF EURO ZONE
If 24 happens - then CMDTY mkts will crash and this will be bad for Australia etc
If 21 happens - then all hell breaks loose
14 and 15 are
Double dip recesssion - I think we are on our way for this
Deflationary spiral for the WEST - This in my view is very likely
So it makes sense that my view and the crowd are opposite to each other
This is expected.
This is the way social mood theory works.
I feel confident with these survey results.
;-)
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