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These 250 Investors Are The Most Bearish Since The Crisis
Everyone's bullish and bearish at the same time these days.
This cognitive dissonance (a less charitable interpretation would be to just label it schizophrenia) is reflected in fund manager surveys which increasingly show investors are bullish on the very same assets they cite as being grossly overvalued.
In the same vein, "bubbles" continually pop up (get it?) in lists that document what money managers believe are the biggest risks heading into the new year. Those would be the same money mana
talk the talk vs walk the walk. people SAY a lot of things, but how are thses guys positioned? I’d bet you dollars to donuts that they are all quite long. yet b/c of this ‘shadow sentiment’, participants are tightly wound and IF the spx were to move down 5%, they willbe alot more lined up at the door to get out. up is slow, down is fast. enjoy THIS xmas season, as 2018 is likley to look v differetn.
Not so sure. Our technical models remain bullish.
Fundamentally, in the big picture the looming sovereign debt crises remain supportive of the Dow.
In that context, what do you want to own instead?…government fiat cash or bonds?…lol
A lopsided consensus among economists is a fairly reliable contrarian indicator.