tag:blogger.com,1999:blog-5385561492425008696.post7513717036022768867..comments2009-03-02T15:41:37.960-08:00Comments on regimenia: 3-1-2009Tom Khttp://www.blogger.com/profile/00798920890322930220noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-5385561492425008696.post-58164788855163678682009-03-02T15:41:00.000-08:002009-03-02T15:41:00.000-08:00I'm not familiar with the differences in holdings ...I'm not familiar with the differences in holdings between KBW and the Phila bank index, but I assume the later is composed of heavier weightings towards the rotten eggs.<BR/><BR/>Fundamentally I have no idea how banks stocks will shake out. You would think the regionals would perform better on a relative strength basis, but as the government assumes more of a ownership role in the big banks, the regionals will find themselves competing with Uncle Sam.Tom Khttp://www.blogger.com/profile/00798920890322930220noreply@blogger.comtag:blogger.com,1999:blog-5385561492425008696.post-14313473347553789572009-03-02T14:02:00.000-08:002009-03-02T14:02:00.000-08:00Tom,Have you ever seen such discrepancy between re...Tom,<BR/>Have you ever seen such discrepancy between relative strength charts and an underlying equity chart? Here's one:<BR/>http://stockcharts.com/h-sc/ui?s=KRE:$bkx&p=W&yr=3&mn=0&dy=0&id=p77136387688.<BR/><BR/>One would think that regional banks etf is on fire; but when looked at, alone, not very impressive. Is this just an emphasis that the central banks are well into a death spiral, or is it worth also considering that some regional banks are going to lead a recovery? <BR/><BR/>Your mention of emerging mkts climbing in rank is another example, though not as dramatic as regional banks vs the larger banking index./jasperAnonymousnoreply@blogger.com