Posts filed under “Sentiment”

In Stock Market, Anxiety Can Be Good Thing


Source: WSJ

Category: Digital Media, Investing, Sentiment

Mauldin: Bubbles, Bubbles Everywhere

Bubbles, Bubbles Everywhere By John Mauldin August 15, 2014     Easy Money Will Lead to Bubbles Excess Liquidity Creating Bubbles Humans Never Learn Anatomy of Bubbles and Crashes A Few Good Central Bankers Jack Rivkin at His Best Dallas, San Antonio, and Washington DC     The difference between genius and stupidity is that…Read More

Category: Books, Sentiment, Think Tank

Wall St Bullishness vs Equities Complacency

Funny to wake up after yesterday’s selloff to see two such diametrically opposed views from major investment houses:    

Category: Analysts, Sentiment

Edginess or Extrapolating The Unextrapolatable

Edginess. No, I am not referring to the one sought by my daughter by rolling her own and pushing boundaries (fortunately, for a parent, eschewing the tats, for now at least), but as in uneasiness, anxiety, disquietude, restiveness, worry, and an increasing sense of agitation of the type that George Soros wrote about in his…Read More

Category: Sentiment, Think Tank

Where Did All the Bulls Go?

Source: BofA Merrill Lynch, Global Research, Bloomberg   Continues here      

Category: Markets, Sentiment

Does Increased M&A = Potential Market Top ?

FT: When investors are complacent, stupid deals happen Source: FT     Last week, I pointed out some statistical errors in a chart suggesting that Rupert Murdoch’s bid for Time Warner was a sign of the market’s top. The chart had enough omissions to render it useless. Today, I want to show you a (slightly)…Read More

Category: M&A, Markets, Sentiment

3 reasons to ignore all these “correction” calls

click for video
correction

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Category: Cycles, Sentiment, Video

Market Sentiment Screams Crash! Or Buy! Or Something…

Today, let us briefly address sentiment – what it is, what it means and how to use it in your everyday trading. There is no piece of market data that is more misused, misunderstood or misapplied than sentiment. The spark for today’s diatribe was a State Street study of cash allocations in investment portfolios. The…Read More

Category: Psychology, Sentiment, Trading

Why Is It So Hard to Call a Market Top?

Each morning, I go through a similar routine: I wake up (no alarm clock), go to the kitchen to get a cup of coffee (this is my machine of choice lately), launch a script that opens 40 or so Firefox tabs. As part of my morning research, I quickly scan this series of websites to…Read More

Category: Investing, Sentiment, Short Selling, Technical Analysis, Trading

A Bear Market for Mom & Pop Investors

Last year, we noted that there was a “Bubble in Bubble Calling.” News media bubble chatter was the rage, whether it was tech initial public offerings or stocks or bonds — all caused by “a global central bank QE bubble.” Here we are two quarters later, with the central bank reducing quantitative easing by scaling…Read More

Category: Investing, Markets, Psychology, Sentiment