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Are Markets Sleepwalking Into A Debt Ceiling Crisis: Mnuchin Issues Another...
Over the weekend, Morgan Stanley reminded its clients that perhaps the biggest threat facing markets over the coming weeks is the “three-headed policy monster” inside Washington: raising the debt...
View ArticleInvestors Haven't Been This Optimistic Since The Peak Of The Dotcom Bubble
So much for buy low, sell high.As US stock benchmarks smashed through one record high after the next this year, bank CEOs and celebrated fund managers have responded to their performance with...
View ArticleInvestors Have Never Been More Optimistic
The 'wall of worry' is gone...A record high 65% of respondents in UMich's consumer survey believe stock prices will be higher in 12 months...So much for the "most hated" rally narrative.
View ArticleHere Are The Two Things Investors Would Find "Most And Least Surprising" In...
For the second consecutive month, BofA's credit clients responded that there is one thing they find to be the biggest market risk: "quantitative failure", which is also a euphemism for central banks...
View ArticleWhat Wall Of Worry? Goldman Finds Investors Are "Unusually Bullish"
One month after Goldman's proprietary crash indicator rose to 67%, the highest level since the financial crisis and dot com bubble, and suggesting a crash may be imminent, stocks continue to hit new...
View ArticleDan Loeb: "We Have Climbed Over The Market’s Wall Of Worry This Year"
Dan Loeb entered 2017 bullish, certainly much more so than most of his hedge fund peers, and so far it has paid off. As he writes in his latest quarterly letter to investors, in which he wastes no time...
View ArticlePassive Should Never Laugh At Active
Authored by Kevin Muir via The Macro Tourist,I have been meaning to write this post for quite some time. As an ex-ETF trader, I have watched with bemusement as investors have both embraced and...
View Article'All Drugged Up And Nowhere To Go' - S&P Flatlines As Bond Yields, Dollar Surge
Hmmmm...Wall of worry indeed... Chaotic flip-flopping headlines hit Spanish stocks today (and continued after the close)... While Trannies had a big day, S&P and Nasdaq was very quiet... And even...
View Article10 Reasons To Worry
Via LPLResearch.com,One of the oldest market sayings is: “markets climb a wall of worry” - needless to say, it is sometimes good to be cautious.We listed some of our worries recently in What Might...
View ArticleWhat Wall Of Worry? US Equity Investors Are The Most Levered-Long Since Brexit
What wall of worry?The S&P 500 Index is heading for its longest streak of monthly gains since 2007, and, as Bloomberg reports, investors are betting there’s more to come.A sudden jump in trading of...
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