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Snippets • 1 min read AAII Cash allocations down Cash allocations are quietly moving in a more bullish direction. The latest AAII Asset Allocation survey showed cash allocations falling…
Snippets • 2 min read NAAIM warning sign? NAAIM Exposure looks like a warnings sign, but is it? The survey of active US portfolio managers’ equity exposure has…
Snippets • 3 min read ZEW signals: Equities, Europe, Tech and Cyclicals Some interesting messages from the latest set of ZEW analyst expectations. I have written before that the ZEW survey is…
