In today’s Baron’s, Mike Santoli discusses “A forecaster worth listening to sees more gains ahead.” He has penned missives such as “A Bear Is in Sight” and “Why This Rally Is Really Different”
This guy, though, is the one whose dispatches I saw as the very uncertain market trajectory took shape, illuminating the real-time contrast between his high levels of conviction and clarity and the deep ambivalence and confusion enfolding most of us.
He doesn’t claim any magic formulas or proprietary systems. His approach is eclectic and inclusive, ranging among economic, technical, historical, valuation and sentiment inputs. He’s in the business, as a broker, and shares his missives with clients. And he still doesn’t want to be identified. But his current thinking isn’t less valuable for being presented without attribution.
1) Most compliance departments go beserk over this stuff. Do many retail brokers do these sorts of emails without their firms knowing? Any insights?
2) I am curious if anyone knows who this broker/manager is. You can contact me directly, rather than post his name in comments.
A Really Different Rally, Again
barrons, December 12, 2009