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Fund Managers’ Current Asset Allocation – April

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 allocated in various asset classes. These managers oversee a combined $600b in assets.The data should be viewed mostly from a contrarian perspective; that is, when equities […]

Fund Managers’ Current Asset Allocation – March

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 allocated in various asset classes. These managers oversee a combined $600b in assets.The data should be viewed mostly from a contrarian perspective; that is, when equities […]

Market Thoughts

Market Thoughts$SPY $QQQ – Still long the market but did book a few gains. Looking to buy back any weakness. ; I’m bullish on 2015. ; Yes, there will be pullbacks and scary parts along the way.
As kids we get Christmas vacation. ; Why does that end as adults? ; Not fair – ; so I took it back! ; […]

Bitcoin Trading- BTC/USD Technical Analysis, Aug 31 – Digital …

Bitcoin Trading- BTC/USD Technical Analysis, Aug 31: Bitcoin hanging on amid abnormal volume By Leon Pick on August 31, 2014 in Trading Some abnormally high bitcoin (BTC) trading volume on BTC-e has some traders wondering what will happen next. Over 35,000 BTC ($17 million) has been traded in the past 6 hours, by far exceeding the roughly 18,000 traded during […]

RealClearMarkets – 5 Years Later, Do We Face a Stock Market 'Melt …

Read Full Article ›› TAGGED: Stock Market, Kelly EvansRECOMMENDED ARTICLESJune 4, 2014Why Value Funds Will Continue to Beat Growth FundsRob Curran, WSJJune 3, 2014The Next Four Days Could Rock Uneasy MarketsBen Eisen, MarketWatchJune 4, 2014Today’s Stock Market Eerily Similar To 2007’sAvi Gilburt, MarketWatchJune 4, 2014A’ Kind of Scary’ Stock-Market PredictionMark Hulbert, MarketWatchSam Eisenstadt is calling for U.S. equities to […]