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Consumer Confidence - Present Situation

Aug 05 2022

Confidence Cracking?

  • Aug 5, 2022

The theory of “contrary opinion” is important to market analysis, but so is an understanding of its limitations. When investor-sentiment surveys dipped sharply in late January, we warned that the declines (which are usually signals to “buy”) might instead mark the beginning of an important trend change. 

Jul 08 2022

Sentimental Musings

  • Jul 8, 2022

Most sentiment measures show none of the frothiness that lingered in the months after the Y2K Tech bust. Rather, some exhibit actions reminiscent of early 2008.