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Buy Side Sentiment Tracker
February 2026 - Views from 44 top asset managers across 73 assets, based on 1,300+ individual views
Main takeaways…
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Consensus Longs & Shorts
One of the questions I get asked most often is:
“What’s the consensus trade right now?”
The simplest way…
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II Bull Bear showing extreme bullishness
Investors Intelligence Bull–Bear is creeping higher — and it’s now closing in on its historical “sell-zone”.
The survey has…
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Heatmap Update
Another rollercoaster week in markets — but by the end of it, equities were back at (or close to) all-time highs.…
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Bitcoin: Fear & Greed Index
Bitcoin in free fall. Let’s look at some data.
You can read plenty of posts today proclaiming the “Bitcoin…
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Sentiment Ideas: Copper
Commodities have had a great run. At least some of them have.
This is a very bifurcated story. Gold (and…
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Sentiment at 5 year high
Sentiment is now the most bullish in five years — which means the bar for “good news” to keep pushing markets…
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Heatmap Update
It’s been a turbulent few days in a few pockets of markets. But just as the precious-metals rally stayed…
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Sentiment Ideas: Commodities & Gold
Commodities have had a great run. At least some commodities have. It’s a bifurcated story.
Gold (and silver) and…
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Heatmap Update
Another weekend spent poolside at the County Swimming Championships — cheering, watching tight races decided by hundredths, and being reminded how…
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Sentiment Ideas: Tech Vulnerabilities
Long Tech has been the trade of the past few years. It’s almost difficult to imagine a world where…