members
Sentiment Ideas #4
11 September 2025
As summer is fading, markets have remained remarkably resilient. Although our sentiment indicators continue to broadly drift…
Sentiment Ideas
33 posts
members
members
Sentiment Ideas
7 August 2025
Bottom lines
* Buy-the-Dip lives on. With sentiment neutral, path of least resistance remains higher
* Dark…
tiers
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
24 July 2025
Bottom lines
* Dollar sentiment remains deeply bearish, but there are some signs of bottom-fishing.
* Japan: Bullish…
tiers
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
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…
public
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…