Jeremy Grantham; Buy What He is Selling… [w/ edit]
The bubble is "intellectually exciting and terrifying at the same time" [edit] Based on an email response I should clarify. All I am asking anyone to "buy" from Jeremy is…
The bubble is "intellectually exciting and terrifying at the same time" [edit] Based on an email response I should clarify. All I am asking anyone to "buy" from Jeremy is…
It's counter-intuitive and can be difficult to abide by when the bullets are flying on any given day, but if you'll recall back in 2019 the little micro sentiment adjustments…
This is how sentiment works Josh Brown is right that sentiment is following the stock market's price activity. Not the other way around. Beginning in March, investors reluctantly came to…
Compliments of Sentimentrader, here are some views into the current sentiment standing in the gold market. Let's get the supposed bad one out of the way first. Public optimism is…
[edit] A very worthwhile thread on Twitter per a response to this post. It's disclaimer time once again. I am a recovering borderline prepper. Not a Unibomber shack dweller, but…
Excerpted from this week's edition of Notes From the Rabbit Hole, the Opening Notes segment of NFTRH 602: 'Sentiment Event' Rally Grinds On As we noted in March while it…
I wanted to go to Sentimentrader to grab actual graphical data and more detailed information, but their website is down this morning. So instead I'll present their emailed summary. It…
Look, I have a target of SPX 2030-2100 to end the bear. That would be a healthy 50% Fib retrace of the entire inflated bull market out of March 2009.…
We are humans. Well, it's the internet so I should amend that. Most of us are humans. We humans have eyes, ears and a brain attached to them. We process…
Peak Oil? That was an obvious and widespread promotion while it was in play and did not fool anyone who bothered to step aside from the herd that ran with…
Do you think pessimism is pervasive? From Sentimentrader... Well, do ya? Even long-term T bond fund TLT (recently the premier risk 'off' vehicle) is huddled in there with the other…
This ain't the garden of Eden There ain't no angels above And things ain't what they used to be And this ain't the summer of love Lock all your doors…
Mining the gaps buried far below Not only in the HUI index, but in several of the stocks I hold and watch some conspicuous gaps (that I personally did not…
The VIX is at the junction of the 2008 turn from hysterical fear to relief. That's fine, the COVID-19 scare and its economic implications are considerable. But when viewing VIX…