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Home > Stocks
Economists Are Bullish. Should YOU Be?
Before you answer that, take a look at the chart below

By Vadim Pokhlebkin
Thu, 03 Nov 2011 17:30:00 ET
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Please read these financial news headlines and then take a guess as to when they were published: 

  • Fed chief predicts economy will rebound despite housing woes (AP)
  • IMF predicts an energetic world economy (StarTribune.com)
  • Job Growth Strengthens Economy (Washington Post)
  • Several Signs the Economy Is Reviving (New York Times)
Did they publish this week? Last week? Last month?
 
No.
 
These headlines published in April-July, 2007 -- right before the 2007-2009 global financial crisis crushed the world markets. This DJIA chart (courtesy: Bloomberg) makes it clear just how mismatched the economists' expectations were with reality: 
 
 
"So what," someone might say -- "The economists blew it big time in 2007, but how's that relevant today?"
 
This quote from the current issue of our Elliott Wave Financial Forecast explains:
 
"...most [economists] still say there’s less than a 50% chance of a 'recession'... In recent speeches, Fed chairman Ben Bernanke has been careful to note that he continues to think that the American economy has a bright future."
 
And:
 
"Despite the recent market decline...the bullish bias of investors remains solidly in place. ...this condition is readily apparent in the ICI mutual fund cash-to-assets ratio, which hit a 50-year record low of 3.3% in July. The torrential selling of early August barely reversed the needle, raising the ratio to just 3.4%. 'Money Managers See Opportunities in Stocks,' says a September 29 USA Today headline. In the latest poll, 57% 'see a buying opportunity.'"
 
To most investors, such bullishness is reassuring. But then, most investors have very, very short memories.
 
 

Tags: Dow Jones Industrial Average (DJIA), Elliott Wave trading, Elliott wave, Nasdaq Composite, recession, S&P 500
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