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April 1, 2019

In this edition I take you through 5 charts which outline how a possible reassessment of the global macro/fundamental outlook is changing among investors.  From a peak in the "bull market in pessimism" to a reflation reassessment, there's signs of change afoot here, an...

March 25, 2019

In this article we explore how starkly sentiment has shifted on the fundamentals outlook.  From the heights of euphoria at the beginning of last year, there now seems to be a deepening sense of fear on the fundamentals outlook.  Bears will say it's the end of the cycle...

March 18, 2019

The sentiment snapshot series is back!  For context, in the sentiment snapshot series I look at some of the charts from the weekly survey on Twitter, which asks respondents to indicate whether they are bullish or bearish for primarily technical or fundamental rati...

August 29, 2018

As the Fed is steadily progressing through its balance sheet normalization plan, it's worth checking in on a few charts that highlight the path to normalcy, and some of the potential stumbling blocks along the way.  This article provides an update and follow on from a...

June 4, 2018

This week in the sentiment snapshot I take a look at volatility.  For context, in the sentiment snapshot series I look at some of the charts from the weekly survey on Twitter, which asks respondents to indicate whether they are bullish or bearish for primarily technica...

June 2, 2018

As the Fed is steadily progressing through its balance sheet normalization plan, it's worth checking in on a few charts that highlight the path to normalcy, and some of the potential stumbling blocks along the way.  The beginning of large scale asset purchases (or QE -...

May 31, 2018

Equity market fundamentals are looking pretty strong around the world.  Key indicators like interest coverage ratios and profit margins have improved to cyclical highs.  Interest coverage has also been helped by a couple of notable trends such as lower borrowing costs....

May 27, 2018

This week I took a long hard look at the survey results and a series of other charts, because they all seemed to be challenging my medium term views and biases.  Not only that, they seem to be flying in the face of a range of crowded and consensus trades.  In short, th...

May 23, 2018

I wanted to revisit this topic, as some of the data have been updated - and it doesn't make things look any better for this group.  Firstly - the "SCANNZ Economies" stands for Sweden, Canada, Australia, Norway, and New Zealand.  Think of it as another kind of fragile 5...

May 20, 2018

Looking at the charts this week investors remain bullish, and judging by the margin debt and leverage charts - investors are clearly voting with their feet!  This article reviews the latest results of the weekly survey I run on Twitter.  The survey asks investors...

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