As individuals bail out of U.S. stocks at the fastest rate in three decades, professional speculators have cut bearish bets by the most since 2008.…
From John Kemp at Reuters on Monday (our emphasis): Hedge funds and other money managers reduced their long position in U.S. crude by the equivalent…
Forget inflation: Is deflation the real threat?
By John Waggoner, USA TODAY
Updated 17h 35m ago Comments
But a growing number of economists and money managers are starting to worry about the opposite of inflation: deflation, a period of falling price…
Hey, Young Turks on trading desks, up-and-coming money managers and Wall Street stock jockeys: You want the truth about the global markets today? Listen to Jeremy Grantham, chairman of Boston-based inves…
“This little period of congestion in stock prices could hardly fit more neatly into the logically bulletproof case for a stall or pullback in the tape, one made here for several weeks.”
“The excuses to “sell on the news” are rife.”
“Strong corporate…
Money managers are more bullish on global stocks this month than at any time in the past decade, according to a BofA Merrill Lynch Global Research survey.
A net 67 percent of respondents, who together manage $569 billion, had an “overweight” pos…
2010 Year in Review:
Fugly Gives Way to Muddling
David B. Collum
Professor of Chemistry and Chemical Biology
Cornell University
db**@co*****.edu
Background
Every December I write a Year in Review. Last year’s was entitled, 30 Years of Investing…
http://blogs.decisionpoint.com/chart_spotlight/2010/12/sentiment-is-very-
bullish.html
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“While high levels of bullish sentiment among advisors, investors, and money managers usually occur at market tops, market tops do not always…
Bloomberg did a hit piece on Roubini today by one Whitney Kisling. The article also praised Laszlo Birinyi for getting the 1990s right, and quoted…
There are 2 points I’d like to make about today’s economic data. The Bureau of Labor BS released the official unemployment rate this morning. It…