I always find Cam Hui more bullish on the conventional markets than I tend to be but he does always consider many variables in his analysis. This post is not different. Cam admits that the markets appear overvalued in a number of areas but thinks that things can continue to run… the question is for how long.

He sums up his thoughts very well by saying “For now, my inner trader is giving the bull case the benefit of the doubt, but he is keeping his stops tight in case we see a series of negative EPS disappointments and guidance.”

Click here to read Cam’s post and consider the factors he is looking at.