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Heatmap Update
Bullishness is broadening out, but overall investor sentiment remains well below pre-war levels — and even below mid-April levels.…
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Track Record
One of my mantras is that sentiment analysis alone does not make an investment case.
But good sentiment analysis can…
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Heatmap Update
News around the Strait of Hormuz is still driving some of the day-to-day market volatility. But beneath the…
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The Yang to Tech's Yin
For every Yin, there is a Yang.
For every asset where sentiment is becoming extremely bullish, there is usually another…
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Heatmap Update
Equities ended the week on a weaker note, but investor sentiment had already been fading throughout the week.
If you…
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Buy Side Sentiment Tracker
May 2026
Views from 48 top asset managers across 73 assets, based on 1,300+ individual views
Get all Buy…
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ZEW signals: Equities, Europe, Tech and Cyclicals
Some interesting messages from the latest set of ZEW analyst expectations.
I have written before that the ZEW survey is…
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Commodity bullishness is spreading
Commodity sentiment was bifurcated for a long time.
That is starting to change.
For much of the past year, commodity…
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Heatmap Update
Last week’s pattern continued: equities made new all-time highs, but sentiment moved sideways.
Across our range of indicators,…
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1 min read
Dashbord & Chart Packs updated
Very brief note before the weekend to flag that the Sentiment Dashboard and asset class Chart Packs are all updated…
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Rational Rally
One of the biggest debates in markets right now is whether the equity market rally is a sign of rational…