One of the questions I get asked most often is:
“What’s the consensus trade right now?”
The simplest way to answer that is to rank assets by sentiment.
Our Sentiment Matters Aggregates combine 500+ sentiment indicators across 50+ assets, showing at a glance which assets are most loved — and which are most disliked.
If you’re hunting for contrarian ideas, this is a great place to start.
The most consensus views right now:
Consensus Longs
• South African Rand
• Technology
• Gold
• Copper
Consensus Shorts
• Bitcoin
• Health Care
• New Zealand Dollar
• Consumer Staples
Consensus doesn’t mean wrong — but the stronger the consensus, the more easily it can be disrupted.
