Sentiment Adjusted

Short-term Sentiment is reset, long-term is still structurally over-bullish In a positive contrary indication the latest readings in the AAII and NAAIM have logically recoiled in line with this week’s bearish market prices. Here are Mom & Pop, pulling back after we made an alert about their aggressiveness in NFTRH back in April. Now the question is did that signal THE correction or just another … Continue reading Sentiment Adjusted

A Look at Sentiment Risk

The stock market’s sentiment profile is not at all good In NFTRH we use these charts along with Sentimentrader (primarily, e.g. graphic above) and Yardeni to routinely track the sentiment profile of the stock market. For much of 2020, we had to remain bullish (technicals and trends) while having to make peace with an over-bullish sentiment risk profile. It’s a mental exercise, to say the … Continue reading A Look at Sentiment Risk


Politically-Driven S.O.D. (Sons of Druckenmiller) to Lose Again

You know who they are; they are the ones who denied and denied the ginned up bull market in US stocks that nearly tripled under the socialist regime, circa 2009-2016.  They are the ones who clung to gold well past the caution point last summer.  They are (yes, it’s another snappy buzz phrase to either entertain, bore or annoy you… ) the S.O.D., AKA the … Continue reading Politically-Driven S.O.D. (Sons of Druckenmiller) to Lose Again