Analysts Corner

Author: Short Side of Long The US equity bull market has been suffering from underlaying weakness in breadth, while the sentiment has been overly bullish. The monster rally out of 2009 lows is turning into an aged bull by historic standards. Furthermore, for those who have a keen eye on tracking the broad macro space, warning […]

Author: The Fat Pitch Every month, we review the latest BAML survey of global fund managers. Among the various ways of measuring investor sentiment, this is one of the better ones as the results reflect how managers are positioned in various asset classes. These managers oversee a combined $700b in assets.

Author: The Fat Pitch Every month, we review the latest BAML survey of global fund managers. Among the various ways of measuring investor sentiment, this is one of the better ones as the results reflect how managers are positioned in various asset classes. These managers oversee a combined $700b in assets.

Author: JC Parets Last week Jeff Macke and I discussed the possibility of Uranium becoming the hot place be this year. These stocks have been on fire since we filmed the hit on January 9th. Here’s what I see:

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