The post-election rally has taken stock markets to all-time highs. Readers know I am not a fan of making stock-market predictions, but...
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Bullish News From Wall Street’s Bearish Seers When the forecasters say one thing, it’s worth thinking about going in the...
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How do people really feel about the economy? Ben S. Bernanke Brookings, June 30, 2016 Note: this was published last month, prior...
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Source: Bankrate It’s the second-longest bull market in history. Stocks are expensive. This is the top. At least, that is what I...
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It is never wise to ignore market, economic or voter sentiment. Discount it, yes. Put it into broader context, for sure. But ignore it at...
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“Romanticizing that you are a contrarian when you are indistinguishable from consensus can’t be good.” The...
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From Bloomberg: Is it a bear? Is it a correction? No, it’s a markets mystery! Respondents to a recent Citigroup Inc. survey...
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Nice way to show how the investor sentiment cycle lags behind the business cycle, yet manages to follow it . . . Source: Dunno...
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One of the articles in my morning reads yesterday was an intriguing story by the Wall Street Journal with the headline, “Why...
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This is an interesting cover from a sentiment perspective, although its not much of a surprise that the Bulls are still bullish.
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