Sentiment Ideas • 10 min read Brazil: From Loved to Left Behind Few assets have had a reversal in fortunes quite as severe as Brazilian equities over the past couple of months.…
Sentiment Thinking • 10 min read Track Record One of my mantras is that sentiment analysis alone does not make an investment case. But good sentiment analysis can…
Sentiment Ideas • 13 min read 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…
