members
Buy Side Sentiment Tracker - American Comeback
The latest views from 42 top asset managers, offering insights into consensus positioning across 70 assets, with over 1200 individual…
members
tiers
Sentiment Ideas
6 November 2025
Overall sentiment has now returned to early-October levels. Our Sentiment Matters Aggregate (SMA) has risen to…
tiers
Heatmap Update
3 November 2025
Top 3 This Week
1. Sentiment has returned to the bullish levels of early October. We keep…
public
New Tool: Sentiment Dashboard
Today we’re introducing the latest addition to our sentiment analysis toolkit — the Sentiment Dashboard.
The Dashboard offers the fastest…
tiers
Heatmap Update
28 October 2025
This week’s update comes to you from a Center Parcs in the Netherlands, the land of…
tiers
Tech Sentiment at an Eight-Year High
Sentiment Ideas - 23 October 2025
Bottom lines
* Equities are back to the highs, but Sentiment isn’t.
* Tech is heading…
tiers
Heatmap Update
20 October 2025
A few updates this week: we’ve added quality scores and historical buy/sell thresholds for the…
public
The Cherry-Picking Trap in Sentiment Analysis
One of the most common behavioural pitfalls in investing is cherry-picking — focusing on the data that supports your existing…
paid
Heatmap Update
14 October 2025
Top 3 This Week
1. Still Bullish despite Friday’s dip
2. Tech dominates sector sentiment - very…
tiers
Buy Side Sentiment Tracker - Bullish Tech & EM
The latest views from 42 top asset managers, offering insights into consensus positioning across 70 assets, with over 1200 individual…
tiers
Sentiment Ideas
9 October 2025
Bottom lines
1. Gold Sentiment - Very Bullish, But Not Extreme
2. Geopolitical Risk Index (GPR) is an…
tiers
Heatmap Update
6 October 2025
New this week: we’ve added some more indicators across assets and have harmonised the calculations of…