Checking in on the Slow Boiling Bullfrogs (Market Sentiment)
No frogs were harmed in the making of this video! At the time of a boil it's a rubber stunt frog, which gave me a sense of relief as I…
No frogs were harmed in the making of this video! At the time of a boil it's a rubber stunt frog, which gave me a sense of relief as I…
See? This... This immediately reminded me of Thanksgiving 2012 when my brother-in-law, a financial adviser, told me how all the best fund managers he knew were raising cash because of…
So many sentiment gauges have not only been ringing bells, they have taken sledge hammers to them and cracked them. Investors Intelligence, the spiking AAII, the all-in short volatility trade,…
From Sentimentrader, here are the latest short-term readings. I had been nonplussed by the sounds of the beating of the war drums in the gold sector (or, if you will,…
Well, to answer the closing thought in this morning's post... So anyway, we’ve got a pretty good jump in the VIX and we will soon see if it is the…
Note: I am short nothing whatsoever in this market except a small position against junk bonds. I am long several broad market items and managing risk by also being long…
So okay, the market is bullish. You know it, I know it, and the bullishness is global (i.e. not an "amazing" American thing as touted by the pumper-in-chief... That is…
In NFTRH 461 last weekend we reviewed plenty of reasons why the market would probably put on a bounce in the micro-term. Among the reasons was this little treat from…
You can either hit the curve or you cannot. In this baseball analogy, a robotic and up trending market is like a fastball right down the middle of the plate.…
With the standoff between our lunatic-lite and North Korea's lunatic for real and the bile of racism and violence coming to the surface in America under a leader who instigates…
Politics (with a side of War and Terror) are heavily interwoven with stock markets these days (says Captain Obvious). Markets came under pressure with the Trump/Republican Healthcare reform follies and…
In the current political climate herds are running every which way. There is the anti-Trump herd, the pro-Trump herd, the liberal herd, the conservative herd, the CNBC herd, the mainstream…
Bonds have gotten hit pretty good lately and yet the contrarian data (Commercial hedgers very net long and the Public is very hateful toward bonds) never did relinquish during the…
As the market ambles mostly sideways in its still-bullish long-term trends, risk has been rising consistently along the way. Let's not talk about valuation risk or the new administration's execution…