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MARKET CALL: Meltup Again? (Do We Have Nothing To Fear But Nothing To Fear?)
The stock market has become tariff-scare-proof now that the S&P 500 is only 2.3% below its February…
Sentiment
59 posts
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MARKET CALL: Let's Make A Deal
Dealmaking is in the air. American and Chinese delegations met this past weekend to discuss how they might deescalate their…
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MARKET CALL: Contrarian Indicators Showing Too Many Bears
We don't recall this ever happening before. During the past three weeks, The Economist has featured three very…
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Was That The Bottom?
The S&P 500 and the Nasdaq might have bottomed on Thursday, but we doubt it for reasons we…
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A Bond Vigilante In Trump's Court
Trump 2.0 is borrowing a page from the Clinton administration's playbook, specifically the one in which Robert…
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Sentiment Remains Remarkably Bearish, Which Is Bullish
Stock price indexes are back at record highs. Yet the stock market's sentiment indicators have turned stubbornly bearish…
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The Economic Week Ahead: December 9-13
The economic week ahead is chockful of inflation updates. We're expecting stickier inflation readings that should ruffle the…
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Market Call: Animal Spirits Are Back & Boosting the Roaring 2020s! Fueling A Meltup Too?
Just after Donald Trump won the presidential race on November 8, 2016, we observed that the economy and stock market…
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The Front Cover Curse
We've been recommending overweighting the US in global equity portfolios since 2010. We still are, and it is…
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Market Technicals: Is Sentiment Bearish Enough To Signal A Market Bottom?
We asked Joe Feshbach for an update of his take on the stock market from a trading perspective: "Even…
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Market Call: Nothing To Fear But Nothing To Fear, Again.
Nothing to worry about? The geopolitical risk premium in the price of oil has dropped sharply since early April. The…
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Tanks A Lot
The war premium in the crude oil market fell again today. Fears of a significant disruption to global oil production…
