Most of the measures in the MTI’s Sentiment category—including the Bullish Sentiment of stock market newsletter writers—are interpreted in a contrary fashion. It’s far easier to find indicators that track the “emotional” or “dumb” money in the stock market than it is to isolate the action of true market sophisticates. We track a few futures and options-based measures designed to…
The Leuthold Group: Bulls Have Some Unexpected Company
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A Better Way To Model The VIX: Vance Harwood
Seth Golden, , Research Reports, 0
Models are useful. They help us understand the world around us and aid us in predicting what will happen...
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Weekly State of the Market: Is Higher For Longer The Problem Or Solution?
Seth Golden, , Research Reports, 0
“The most important financial lessons aren’t learned slowly during bull markets. They are seared into your brain in bear...
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Corporate Earnings & Bond Yields Have a Tug of War
Seth Golden, , Research Reports, 0
Last week was a measured action against extremes. The downturn in U.S. equities last week ended a streak of...
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Marko Kolanovic’s Year-End Update and 2021 Outlook
Seth Golden, , Research Reports, 0
Market and VolatilityCommentary Equity Macro and Quantitative Outlook for 2021 Our outlook for 2021 is positive for equities and...
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Weekly State of the Market: Diagnosing Drawdown For Opportunity
Seth Golden, , Research Reports, 0
“We have to acknowledge that overall breadth is weaker than it was during the biggest market drawdown during Q1...
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Weekly Warm-up: Running with the Bulls Can Be Dangerous
Seth Golden, , Research Reports, 0
A hotter but shorter economic cycle has implications for asset allocation as well as equity portfolio construction. In the...
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V-Shaped Recovery, Low Positioning = More Upside, Commodity Sector Trades: J.P. Morgan Latest Notes
Seth Golden, , Research Reports, 0
Market and Volatility Commentary V-Shaped Recovery, Low Positioning = More Upside, Commodity Sector Trades The V-shaped recovery and Positioning...
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Weekly State of the Market: From Riches to Ditches & Back Again?
Seth Golden, , Research Reports, 0
“I recommend the S&P 500 index fund and have for a long, long time to people,” billionaire investor Warren...
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