Section
Sentiment
207 posts
Ron Landry: Where is all the ETF money going?
CIBC Mellon's Ron Landry sees every dollar entering the Canadian ETF market. What he sees right now should reframe how advisors think about product selection, client education, and the regulatory cost burden quietly accumulating on their clients' statements.
The broadening will continue until morale improves
by Chris Gallipeau, Senior Market Strategist, Franklin Templeton Institute Macro The US economy remains resilient. The Atlanta Federal…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
Denise Chisholm: CEO Confidence Jumps
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments Last month, we learned that CEO confidence jumped…
Retail Investor Buys The Dip Despite Bearish Sentiment
by Lance Roberts, RIA It has been an interesting correction. The average retail investor was “buying the dip”…
Sell in May and Go Away?
by George Smith, Portfolio Strategist, LPL Research April 30, 2024 "Sell in May and go away" is an…
JPM Marko Kolanovic: Cut stocks, Add to cash and gold
by Marko Kolanovic, Chief Global Investment Strategist, J.P. Morgan Copyright © J.P. Morgan
BofA Global Fund Manager Survey: Wall Street's Best Friend
by Michael Hartnett, Chief Investment Strategist, BofA Securities Copyright ©
COT Extreme Positioning Suggests The Bears May Be Wrong
by Lance Roberts, RIA The COT (Commitment Of Traders) data, which is exceptionally important, is the sole source of the actual…
JPM's Kolanovic: Equity mutliple compression already exceeds an average recession
by Marko Kolanovic, Chief Global Market Strategist, J.P. Morgan Copyright © J.P. Morgan
SURVEY: Investors and Advisors at Odds in 2021 Financial Markets Outlook
by Jonathan McGuire, Horizons ETFs With 2020 over, investors and advisors have reversed their outlooks heading into the…
Revolutionary Future Ahead
by John Mauldin, Thoughts from the Frontline Back in 1936, in Esquire magazine of all places, F. Scott…
Shifting Sentiment?
by Liz Ann Sonders, Brad Sorensen, and Jeffrey Kleintop, Charles Schwab and Company, Inc. Key Points Volatility ticked…
Which breaks first, stock prices or uncertainty?
Which breaks first, stock prices or uncertainty? by Burt White, CIO, LPL Financial KEY TAKEAWAYS Longer-term technical indicators…
Taking Stock of Technicals and Sentiment
By Burt White, Chief Investment Officer, LPL Financial KEY TAKEAWAYS · Longer-term technical indicators on equities continue to…
Is The US Stock Market’s Bear-Market Bias Easing?
Is The US Stock Market’s Bear-Market Bias Easing? by James Picerno, The Capital Spectator The US stock market…