Section
Sentiment
205 posts
Jeff Gundlach Goes Full Contrarian
Business Insider writes: Jeff Gundlach has basically gone full contrarian for 2014. In a webcast earlier today, the…
Prepare, Donāt Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that wonāt come down anytime soon, and the growing correlation between stocks and bonds...
Hedgers are Getting Long 10-year U.S. Treasury Futures
by Charts, Etc. Blog A few months ago, I discussed the relationship between the 10-year UST yield and…
Comparing Bull Market Gains ā This Bull Is Tired & Old!
by Short Side of Long [Update] I have updated the post below as there were two typing mistakes…
Jamie Hyndman: "War of the Worlds"
by Jamie Hyndman, Mawer Investment Management In 1938, at 8:00pm EST on October 30th, Martians attacked Earth. It…
James Kunstler: The End of Pretend
by James H. Kunstler of Kunstler.com, If being wealthy was the same as pretending to be wealthy then…
Investor Sentiment: Still (Overly) Bullish
by Short Side of Long Chart 1: Sentiment readings are at one of the most bullish levels ever!…
Very Few 'No Dividend/No BuyBack' Companies In The S&P 500 Index
by David Templeton, Horan Capital Advisors Early this past week we wrote about the strong stock buyback activity…
Eddy Elfenbein: The Year The Fear Bubble Popped
by Eddy Elfenbein, Crossing Wall Street Lately, many investors have been tripping over themselves in an attempt to…
Individual Investors May Be Overly Bullish
by David Templeton, Horan Capital Advisors As reported by the American Association of Individual Investors today, bullish investor…
Lance Roberts: Is the Deficit Reduction Just a Mirage?
by Lance Roberts of STA Wealth Management, There has been quite a bit of discussion lately over the…
Talk of a Stock Market Bubble is Baloney
by Eric D. Nelson, CFA Follow @ServoWealth In case you havenāt noticed, there has been a surge in…
The Risk of the Stock Market Never Went Away, It Just Seems Like it Did
Despite the very strong market since the bottom of 2009 key statistics point to very high risk especially…
Marc Faber Exposes The Consequences Of A Dysfunctional Political System
Submitted by Marc Faber via The Daily Reckoning blog, As H.L. Mencken opined, 'The most dangerous man to…
Retail Investor Cash Hits Low Along With Fear
by David Templeton, Horan Capital Advisors Rydex Cash Levels have fallen to extreme lows recently (See chart below).…
The Final Two Months of a Great Year
by Scott Krisiloff, CFA, Avondale Asset Management Iāve heard this data mentioned by others in the past few…
