THEME: SMART MONEY
In studying sentiment for years, and judging various prognosticators by the results, I can tell you that you should follow these guys in the order presented:
1. Thomas McManus
2. Tobias Levkovich
3. Ed Hyman
4. Paul Desmond
These guys have performed admirably during the bear/bull/bear cycle of the last 4 years. McManus & Levkovich have been extremely sharp in calling the stock market. Ed Hyman, being more of a macro-economics guy, has been pretty good with bonds. Paul Desmond has not really performed well in 2004 with all the gyrations, but he is on to keep an eye on when the market makes BIG moves. He called the bottom of 2003 pretty much dead on.
In studying sentiment for years, and judging various prognosticators by the results, I can tell you that you should follow these guys in the order presented:
1. Thomas McManus
2. Tobias Levkovich
3. Ed Hyman
4. Paul Desmond
These guys have performed admirably during the bear/bull/bear cycle of the last 4 years. McManus & Levkovich have been extremely sharp in calling the stock market. Ed Hyman, being more of a macro-economics guy, has been pretty good with bonds. Paul Desmond has not really performed well in 2004 with all the gyrations, but he is on to keep an eye on when the market makes BIG moves. He called the bottom of 2003 pretty much dead on.
posted by Johnny @ 8:20 PM
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