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North Korea’s Kim Jong Il Dies

http://www.bloomberg.com/news/2011-...r-leader-dictator-dead-at-70-yonhap-says.html

French Take Aim at Britain as Credit-Downgrade Worry Mounts

http://www.businessweek.com/news/20...britain-as-credit-downgrade-worry-mounts.html

Euro 8% Stronger Than Average Since 1999 as Losses Seen for 2012

http://www.businessweek.com/news/20...erage-since-1999-as-losses-seen-for-2012.html

IMF Bazooka Is Between Meaningless, Dangerous: Simon Johnson

http://www.bloomberg.com/news/2011-...ss-dangerous-commentary-by-simon-johnson.html

Oil Falls for Fourth Day on Death of Kim Jong Il, European Growth Outlook

http://www.bloomberg.com/news/2011-...er-at-93-76-a-barrel-in-new-york-trading.html

France finally realizing what a bad deal euro was

http://www.marketwatch.com/story/france-finally-realizing-what-a-bad-deal-euro-was-2011-12-19

You've Got To See The Latest Pictures From Tahrir Square

http://www.businessinsider.com/occupy-cabinets-cairo-battle-pictures-2011-12#ixzz1gyZCi1z0

WAKE UP: There's A 82% Chance That California's Public Pension System Will Run Out Of Money

http://www.businessinsider.com/calpers-shortfall-probability-2011-12#ixzz1gyZL7va4

Here's What Happens If Nicolas Sarkozy Can't Win Re-Election

http://www.testosteronepit.com/home...aten-to-split-the-eurozone.html#ixzz1gyZUIpry

Fed May Inject Over $1 Trillion To Bail Out Europe

http://www.zerohedge.com/news/fed-may-inject-over-1-trillion-bail-out-europe

Workers of Europe unite, you've only euro chains to lose

http://www.telegraph.co.uk/finance/...ope-unite-youve-only-euro-chains-to-lose.html

If the euro is saved then Britain should quit the EU and say good riddance

http://www.telegraph.co.uk/finance/...should-quit-the-EU-and-say-good-riddance.html
 
U.K. Shuns Crisis Aid as Europe Channels $195 Billion to IMF

http://www.businessweek.com/news/20...id-as-europe-channels-195-billion-to-imf.html

Europe Is Now Officially Bazooko's Circus - Italy To Provide €23.5 Billion In IMF Cash To Bailout Italy

http://www.zerohedge.com/news/europ...y-provide-€235-billion-imf-cash-bailout-italy

ECB says eurozone leaders created 'cycle of risk'

http://www.telegraph.co.uk/finance/...s-eurozone-leaders-created-cycle-of-risk.html

Spain grits teeth yet again as austerity deepens

http://www.telegraph.co.uk/finance/...its-teeth-yet-again-as-austerity-deepens.html
 
Thanks for all your time and effort here at tsptalk. Your input is valuable and much appreciated! Thanks to you and have a Merry Christmas and obviously a prosperous 2012.
 
Thanks Vnc1701. And a Merry Christmas and Happy, Prosperous New Year to you and your family too. :)

Vnc1701 said:
Thanks for all your time and effort here at tsptalk. Your input is valuable and much appreciated! Thanks to you and have a Merry Christmas and obviously a prosperous 2012.
Click to expand...
 
Banks May Flock to ‘Free Money’ as ECB Awards 3-Year Loans

http://www.businessweek.com/news/20...to-free-money-as-ecb-awards-3-year-loans.html

Moody’s Says U.K. Credit Rating Isn’t Immune to Euro Crisis

http://www.businessweek.com/news/20...redit-rating-isn-t-immune-to-euro-crisis.html

Emerging Stocks to Drop on Commodities ‘Downside’ Risk: Technical Analysis

http://www.bloomberg.com/news/2011-...odities-downside-risk-technical-analysis.html

BOJ Cuts Economic View for Second Month

http://www.bloomberg.com/news/2011-...-month-even-as-asset-purchases-unchanged.html

Wall Street Trading Revenue to Decline as ‘Year to Forget' Ends

http://news.businessweek.com/article.asp?documentKey=1377-aJltkTDW9.MU-51PV4P90LPBRNIPQLEIGKLQH9L

California Suing Fannie and Freddie

http://online.wsj.com/article/SB10001424052970204879004577110892209760240.html

The Ugly Realities Of Socialized Medicine Are Not Going Away

http://www.forbes.com/sites/sallypi...-of-socialized-medicine-are-not-going-away-3/

National Guard at border cut to fewer than 300

http://www.boston.com/news/nation/articles/2011/12/20/national_guard_at_border_cut_to_about_300/

US regulator considers mortgage debt reduction for bankrupt

http://www.reuters.com/article/2011/12/21/usa-housing-mortgages-idUSL1E7NL05X20111221
 
Greece’s Creditors Resist Push From IMF for More Losses

http://www.bloomberg.com/news/2011-...o-resist-imf-pressure-for-further-losses.html

U.S. Faces Fitch AAA Downgrade By End of 2013 Unless Deficit Cuts Made

http://www.bloomberg.com/news/2011-...end-of-2013-unless-deficit-cuts-are-made.html

The Violence In Video Games Is Getting Disturbingly Out Of Hand

http://www.businessinsider.com/shocking-game-moments-2011-12#ixzz1hFwMYBg2

It's Official: US Debt-To-GDP Passes 100%

http://www.zerohedge.com/news/its-official-us-debtgdp-passes-100

Goldman Preps for New Age of Regulation

http://www.foxbusiness.com/industries/2011/12/21/goldman-preps-for-new-age-regulation/

The Slow, Agonizing Death of Europeanism

http://www.realclearmarkets.com/art...low_agonizing_death_of_europeanism_99431.html
 
King Says Crisis Threatens Europe’s Economy as Stability Outlook Worsens

http://www.bloomberg.com/news/2011-...e-s-economy-as-stability-outlook-worsens.html

Risk Is Out, and Goldman Sachs Cuts Ties With Brokers

http://blogs.wsj.com/deals/2011/12/22/risk-is-out-and-goldman-sachs-cuts-ties-with-brokers/

Moody's Issues Credit Update Of United States

http://www.zerohedge.com/news/moodys-issues-credit-update-united-states

MF Global Collapse Spotlights Practice That Heightens Systemic Financial Risk

http://www.huffingtonpost.com/2011/...-systemic-risk-rehypothecation_n_1165705.html

Business backs PM over euro veto row: Clegg proved wrong as 77% call for looser relationship with EU

http://www.dailymail.co.uk/news/art...eron-s-use-veto-poll-finds.html#ixzz1hLm9vKXm
 
We still have one day to go before the data for next week's tracker charts are ready, but here's two preliminary numbers for you:

Top 50 - Current Stock Allocation: 75.52%
Total Tracker - Current Stock Allocation: 64.62%

We've gotten bulled up very fast. But these numbers don't include today's IFTs. My guess is we will be going into next week holding much higher stock positions than in previous months. And our sentiment survey came in overly bullish (bearish), which keeps it on a sell.

I had mentioned in last night's blog that Trader's Talk daily sentiment reading was over 70%, but that the survey wasn't closed yet. As of this morning that reading is now right at 50%. Not as bullish, but still a bit heavy for a bear market. That survey is only good on a day to day basis, while ours is weekly.

If we are up again today, I am inclined to continue lightening up my stock position, but keep in mind that seasonality may trump sentiment for at least the next week. Momentum is to the upside right now and we could go much higher yet before the next pullback.
 
Thanks CH.

Listening to a few of the talking heads this AM. Some believe we will melt up to the 1350 range. To me that would be an all out rally with just 5 trading days remaining, I don't see it, but I do believe 1310 is in the cards. Depends on when big money decides to end their year.
 
I'm hearing some impressive numbers too, but that's more risk than I care to take. I have a utilities fund in one of ROTHs and that just hit a fresh yearly high earlier this week. That's another safety play just like treasuries and I view that as longer term bearish. I'm also seeing some pros back off their bearish predictions to start the new year. Now, some are starting to say we may trend higher until the 2nd quarter or so.
 
Hopefully in 2012 I'll know when to bail. I did not do myself any favors this past year.
I could handle relaxing after the second quarter.
 
WorkFE said:
Hopefully in 2012 I'll know when to bail. I did not do myself any favors this past year.
I could handle relaxing after the second quarter.
Click to expand...

I'm with you on hoping to know when to bail. 3rd & 4th quarter has hurt me pretty good. Good luck in 2012. I know I will need it. ;)
 
Dollar Index Falls Before U.S. Consumer Confidence, Manufacturing Reports

http://www.bloomberg.com/news/2011-...parts-before-italy-sells-government-debt.html

China Stocks Drop to 2-Year Low as Slowing Profits Trump Policy Easing Bet

http://www.bloomberg.com/news/2011-...on-cash-crunch-slowing-industrial-profit.html

Job Creation Is Price for New U.S. Health Law: Andrew Puzder

http://www.bloomberg.com/news/2011-...s-health-law-commentary-by-andrew-puzder.html

SEC Ups Its Game to Identify Rogue Firms

http://online.wsj.com/article/SB10001424052970203686204577116752943871934.html

Bank of America Mulls More Asset Sales to Boost Capital

http://www.cnbc.com/id/45790082

Online Shopping Spiked 16.4% On Christmas Day, 7% Of Purchases Were Made On iPads

http://www.businessinsider.com/onli...t-on-christmas-day-2011-12?op=1#ixzz1hkEQfKXi

Hold On Tight: European Bond Issuance In January Is About To Get Very Bumpy

http://www.zerohedge.com/news/hold-tight-european-bond-issuance-january-about-get-very-bumpy

China Insolvency Wave Begins As Nation's Biggest Provincial Borrowers "Defer" Loan Payments

http://www.zerohedge.com/news/china...ggest-provincal-borrowers-defer-loan-payments

Foreclosure Relief? Don’t Hold Your Breath

http://www.nytimes.com/2011/12/25/b...ur-breath-fair-game.html?_r=1&ref=todayspaper

Congressional Recess Means the End of Three Decades of US Tariffs on Imported Ethanol

ttp://www.sacbee.com/2011/12/23/4142531/congressional-recess-means-the.html

Treasury plans for euro failure

http://www.telegraph.co.uk/finance/financialcrisis/8976204/Treasury-plans-for-euro-failure.html
 
Yen Strengthens for Fourth Day as Europe Debt Concerns Spur Safety Demand

http://www.bloomberg.com/news/2011-...-italian-borrowing-costs-climb-on-crisis.html

U.K. Seen Facing Toughest Employment Market in Two Decades, Forecast Says

http://www.bloomberg.com/news/2011-...ment-market-in-two-decades-forecast-says.html

BRIC Decade Ends With Record Stock Fund Outflows as Growth Slows

http://www.sfgate.com/cgi-bin/artic...omberg_articlesLWVGDU0YHQ0W.DTL#ixzz1hpw5URsO

Most Chinese Stocks Fall as Money-Market Rates Raise Cash Crunch Concern

http://www.bloomberg.com/news/2011-...y-as-slowing-growth-curbs-profit-outlook.html

Deflation Grip Returns in Japan as Production Declines: Economy

http://www.bloomberg.com/news/2011-12-27/japan-factory-output-falls-on-global-slump.html

Oil Trades Near Six-Week High on Iran Threat to Strait of Hormuz Shipping

http://www.bloomberg.com/news/2011-...iran-threat-to-strait-of-hormuz-shipping.html

Italy Short-Term Costs Halve at Auction - EU Business News

http://www.cnbc.com/id/45803237

11 Huge Gadget Releases Coming In 2012

http://www.businessinsider.com/biggest-gadgets-in-2012-2011-12

Record use made of ECB deposit facility

http://www.ft.com/intl/cms/s/0/aef88674-30a4-11e1-9436-00144feabdc0.html#axzz1hpxSIwoo
 
I haven't posted anything from Matt Tabbai lately. Here's a few links. Be advised, his writing style includes profanity.

Wall Street Isn't Winning – It's Cheating

http://www.rollingstone.com/politic...all-street-isnt-winning-its-cheating-20111025

A Christmas Message From America's Rich

http://www.rollingstone.com/politics/blogs/taibblog/a-christmas-message-from-americas-rich-20111222

How Banks Cheat Taxpayers

http://www.rollingstone.com/politics/blogs/taibblog/how-banks-cheat-taxpayers-20111227
 
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