Entertaining Views that Run Counter to My Own: More on Belkin’s Bearish Vision

Last week, I blogged about Michael Belkin’s $SPX to $TNX ratio chart and received little push back on the bearish vision.

Three things here:

1) Big picture, my bias is bullish based in part on the chronic and nearly universal negativity and so his take runs counter to my own;

2) I Love this guy and he has called the last 13 years well on the grand scale;

and 3) There are few things more important than entertaining views that run counter to your own.

Here’s Belkin’s recent interview over at the WSJ. Well worth the view…

 

$SPY $RTH $TLT

 

The information in this blog post represents my own opinions and does not contain a recommendation for any particular security or investment. I or my affiliates may hold positions or other interests in securities mentioned in the Blog, please see my Disclaimer page for my full disclaimer.

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