The Problem With This Cycle

 | Apr 05, 2013 | 3:25 PM EDT  | Comments
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ffiv

Everything's so compressed. First you get the shock, the unbelievable two-by-four to the head of this hideous employment number. Stocks then get hammered as they should. That's the bear phase.

Then we get a realization that the 10-year is yielding through 2% and the 30-year is about 2.5%. That means stocks with 3% yields are terrific.

Then we get a wave of buying from overseas seeking a home.

Then we get a realization that the cyclicals have been pummeled for days and that perhaps they are overdone.

Then we see that there was no panic and we buy EXCEPT where there is earnings weakness possibilities like F5 (FFIV)..

There's only one issue. This cycle starts anew EVERY DAY and Monday will be the next one!

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