Weekly Sector And Industry Money Flows

Not much to surprising about the sector money flows the past week, with GOLD making all time highs, you would expect to see GLD leading the pack. I am a little surprised at the negativity in bonds, but with the markets rising this week you would expect to see the risk trade being lightened up on, as evidenced by the poor showings in consumer staples and utilities as well. I can't help but think, that with Mom and Pop piling into bond funds, the final nail in their investing live's will come pretty quickly, when eventually the bond market start's to price in the emminent default of US Treasuries, sending yields back to the 1980 highs in the 18-20% range, and crushing bond prices.
I have that chart of the Q's up, to show the continuing divergence in TSV against price, the last time this happened was the divergence in TSV in the May to June tops, just before we had the June to July pull back, even MS has a little divergence in it this time, in that June to July period it actually made a higher high, to counter act the poor TSV. Of course, the earnings fabricated short squeeze ballon saved us in July, and since earnings are almost done now, I have no idea what Da Boyz are going to fabricate now, to drive us higher into January, I know their Street appointed TV shrill's are already trying to convince the nonbelivers still sitting on the side lines, that this is truly the single most undervalued market in history, that is, if you use some thing like FORWARD PROJECTED NON GAAP INFLATION ADJUSTED OFF BALANCE SHEET HIDDEN NOTES THE CONSUMER IS GOING TO SPEND OUT THE YING YANG OVER THE NEXT YEAR type of parameters to arrive at some low P/E to use as your, "See, SEE", argument. Wad ever, it will be awhile before S & P comes out with their final, ACTUAL, number's, I'll be interested to see if the ACTUAL earnings over the past year get the P/E under 100.

The industry money flow winners were almost all M & A and earnings dominated, as a single large player can move the entire industry, like MG330, Automotive, hahahahahaha, isn't Ford the only one left in that group?? Sporting Activities wouldn't be related to the world series would it?? Who played in that thing any way??

The industry loser, "winner", was Drug Stores, all because of CVS, what, there's only like three companies in that industry, right?? The Regional Banks continue to show up on the loser's list, and now I notice Savings and Loans jumped almost to the bottom of the list, HMMMMM, let's see, the FED, and the GOVERNMENT, have mandated that you receive ZERO interest in your savings accounts, IN FACT, you probably have to PAY to SAVE, as they have some fee included, so why would SAVINGS and LOANS be showing such poor money flows, hahahaha! STOP TRYING TO SAVE MONEY YOU ROACH'S, GET OUT THERE AND SPEND SPEND SPEND, YOUR UNCLE SAM NEED'S WHAT LITTLE MONEY YOU HAVE LEFT!

A lot of the money flow winner's in the Russell 1000 this past week were M&A and earnings related, I high lighted the chart of AMLN because, OBVIOUSLY, some thing is going on, as it got a big money flow surge, but the stock did nothing, it must have some FDA trial results coming up, IF NOT, well, like I said, some thing's going on. On a WEEKLY chart basis, most of the bottom half of that list look interesting, NEM is interesting, as it regards it's relationship with GOLD, as it's DIVERGING, IE, GOLD is making all time highs, and yet NEM is not even close to that, it's saying some thing, I'm not quite sure what it is.

I put that weekly chart of DF up, with the Russell 1000 money flow loser's, because I was pretty amazed at how money has been consistently flowing OUT of this thing for the last year, well, actually, the last TWO years. I'm kind of surprised to see FLR on the list, obviously the famous Pelosi SPENDING, eeeeeeerrrrrrrr, STIMULUS package, is not finding it's way to the job creation area's yet. Most of the loser's were earnings related, I would think that the weak flow out of KFT would be "investor's" quietly taking a little off the table, until they see the details of the new Cadbury hostile bid.