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Market Call: Animal Spirits Are Back & Boosting the Roaring 2020s! Fueling A Meltup Too?
Just after Donald Trump won the presidential race on November 8, 2016, we observed that the economy and stock market…
Sentiment
52 posts
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público
La maldición de la portada
Llevamos recomendando sobreponderar Estados Unidos en las carteras de renta variable mundial desde 2010. Seguimos haciéndolo, y es...
público
Market Technicals: Is Sentiment Bearish Enough To Signal A Market Bottom?
We asked Joe Feshbach for an update of his take on the stock market from a trading perspective: "Even…
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Market Call: Nothing To Fear But Nothing To Fear, Again.
Nothing to worry about? The geopolitical risk premium in the price of oil has dropped sharply since early April. The…
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Tanks A Lot
The war premium in the crude oil market fell again today. Fears of a significant disruption to global oil production…
público
'Knock On Wood'
Fed Chair Jerome Powell spoke at Stanford University today about the economy and monetary policy. He said, "I think…
público
Yikes: Everyone Is Bullish!
During the week of October 11, 2022, the Investors Intelligence Bull/Bear Ratio (BBR) fell to a cyclical low of…
público
We Have Nothing To Fear But Nothing To Fear
Fed Chair Jerome Powell was very reassuring during his congressional testimony today. He said the economy is fine, inflation is…
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How To Spot A Meltup
We are sure that Fed Chair Jerome Powell has recently reread former Fed-Chair Alan Greenspan's December 5, 1996…
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Market Dives As Powell Pushes Back
As we expected, Fed Chair Jerome Powell pushed back on market expectations of a federal funds rate cut in March…
público
Help (Still) Wanted
The job market remains strong. That was the message from a couple of labor market indicators today. The most timely…
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What's Next?
Rollercoaster rides are unnerving on the way up and then thrilling on the way down. Stock markets are thrilling on…
