members Sentiment Ideas • 4 min read Sentiment Ideas #4 11 September 2025 As summer is fading, markets have remained remarkably resilient. Although our sentiment indicators continue to broadly drift…
members Sentiment Ideas • 4 min read Sentiment Ideas 7 August 2025 Bottom lines * Buy-the-Dip lives on. With sentiment neutral, path of least resistance remains higher * Dark Index tracks…
tiers Sentiment Ideas • 3 min read Sentiment Ideas 31 July 2025 Bottom lines * New Survey: Global institutions are bullish equities and private credit, bearish real estate * Hedge fund…
tiers Sentiment Ideas • 3 min read Sentiment Ideas 24 July 2025 Bottom lines * Dollar sentiment remains deeply bearish, but there are some signs of bottom-fishing. * Japan: Bullish yen,…
tiers Sentiment Ideas • 2 min read STAX at the Buy Threshold...but New STAX release * The STAX measures retail investor sentiment. * It has worked well as a contrarian sentiment indicator * The latest…
public Sentiment Ideas • 1 min read • VIX says: Buy the Dip The VIX is an exceptional real-time sentiment indicator and consistently provides valuable signals. Today’s spike above 35 has triggered…
public Sentiment Ideas • 1 min read • Liberation Day & Trade Policy Uncertainty Poor contrarian indicator…
Sentiment Ideas • 1 min read • VIX Says: Not Enough Fear to Buy the Dip The VIX is an exceptional real-time sentiment indicator and consistently provides valuable signals. While it doubled during yesterday’s Fed-induced…