tag:blogger.com,1999:blog-36722043.post8093902923111162543..comments2023-06-08T06:59:14.045-04:00Comments on HORAN Capital Advisors Blog: Retail Sales Decline Triggers Market Sell OffDavid Templeton, CFAhttp://www.blogger.com/profile/08782216535717865701noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-36722043.post-69311596035598940232009-05-14T20:32:00.000-04:002009-05-14T20:32:00.000-04:00Andy,
I appreciate your thoughts. You may find th...Andy,<br /><br />I appreciate your thoughts. You may find the following post of interest as it relates to investor cash allocation versus equity values.<br /><br /><A HREF="http://disciplinedinvesting.blogspot.com/2009/05/sideline-cash-may-drive-equity-prices.html" REL="nofollow">Sideline Cash Post</A>Many investors are reallocating out of cash due to low interest rates and into equities. The recent equity market advance is causing investors to feel as though they are being left out of the rally. This is not to say the equity markets are in a long term bull market though.<br /><br />See secular bear market table in following post.<br /><br /><A HREF="http://disciplinedinvesting.blogspot.com/2009/05/just-bear-rally.html" REL="nofollow">Secular Bear Market Table</A>David Templeton, CFAhttps://www.blogger.com/profile/08782216535717865701noreply@blogger.comtag:blogger.com,1999:blog-36722043.post-45517679281693901532009-05-14T09:33:00.000-04:002009-05-14T09:33:00.000-04:00You assert there is quite a bit of money "on the s...You assert there is quite a bit of money "on the sidelines" that could be used to push the markets higher. I still cannot fathom how supposedly smart people still think there is this big pile of money sitting around, waiting for a home. There is no sidelines. Please reference John Hussman's explanation for clarity. I expect better from this blog.Drewhttps://www.blogger.com/profile/00356296079414886108noreply@blogger.com