Analysts Corner

Author: Lance Roberts “Gimbal’s Manager: ‘Ok people – tomorrow morning, 10 A.M., Santa’s coming to town!’ Buddy: ‘Santa! Oh, my god! Santa here? I know him! I know him!’” – Elf It is hard to believe that Christmas is just TWO Friday’s away and the volatility over the past week has put a bit of […]

Author: JC Parets   December 8, 2015 Dear Readers, We have to trade and invest in the market that we have in front of us, not the one that we want. Therefore we have to be able to approach the market from a completely unbiased perspective. We don’t care if the market doubles in price […]

Author: Hedgopia The following are futures positions of non-commercials as of October 13, 2015.  Change is week-over-week. 10-year note: Central bankers were probably busy scratching their heads this week.  Despite trillions in quantitative easing and their valiant effort to push inflation above two percent, the latter keeps eluding them. In September, consumer prices were unchanged […]

FUND MANAGER ASSET ALLOCATION IMAGE

Author: Urban Carmel Summary: Overall, fund managers’ asset allocations in September indicated the strongest bearishness since 2012. Despite a rally since then, bearishness remains pervasive. This is a bullish tailwind for equities, especially in the US. Fund managers’ cash remains at the highest levels since the panic of 2008-09. This is normally contrarian bullish. Moreover, allocations to equities […]

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