Sentiment
2007 Outlook: CPI Tame First Half With Moderate Economic Growth
We believe interest rates are headed higher in 2007. Economy picked up some in Q4. Bond market sentiment still looks too optimistic.
View From The North Country
Doug Ramsey steps in as guest commentator in this month’s “View From The North Country” to highlight what we currently see as the bullish arguments for the stock market and contrast those with the bearish arguments.
Expectations For Bonds Still Too High
Despite the December correction, our 10-week Hines ratio (a modified put/call ratio) continues to show rampant speculation in T-bond futures call options, suggesting speculators are still betting on declining yields.
A Look In The Rearview Mirror...The Best And Worst Of Our Research In 2006
Our annual “Look In The Rearview Mirror”, a critical examination of the research in 2006...the good and the bad.
2007 Outlook: CPI Stabilizing First Half And Economy Chugging Ahead Slowly
Bond yields continue to fall as economic reports have tended to be on the weak side. Massive global liquidity and the search for yield have also helped to push yields lower. We have been way off the mark with our predictions for higher rates.
Some Erosion - But Not A Collapse - In The Wall Of Worry
The surprising restraint in investor enthusiasm has been a key pillar behind our bullish case for the stock market.
Sentiment Still Supportive
Sentiment measures still show pessimism among investors. Doug Ramsey looks at the current sentiment gauges for the market and also examines the current sentiment readings for 24 broad industries groups.
View From The North Country
Despite the stronger stock market, there continues to be a healthy degree of bearish sentiment prevalent in today’s market.
What Does Market Sentiment Look Like?
The month’s “Of Special Interest” examines Attitudinal portion of the Major Trend to assess whether the market hit an important bottom during May to June market decline.
Tech Watch Revisited – Examining The Bullish Case For Info Tech
Technology continues to be a hot topic. This month’s “Inside The Stock Market” takes an objective look at the Tech sector.
Market Sentiment: Currently A Mixed Bag
An in depth discussion of market sentiment...At present, it is a real mixed bag, there is no clear cut consensus.
Reading The Tea Leaves The Stock Market One Year Ago...vs. Today
A comparison of today’s market conditions compared to one year ago. We look at valuations, sentiment, group leadership and Major Trend categories.
A New Cyclical Bull Market
Continued positive economic data. Q3 GDP up 3.1%. Initial unemployment claims trending down. Capex is rising. Group leadership in early stages of recovery: big initial Tech and Telecom bounce from the October 9th low, but will it be sustained?
Is This A Bear Market?
Is this a bear market? It certainly is a bear market in integrity! Steve presents the case for both Bears and Bulls.
Public Confidence Measures
The driving force behind today’s stock market is the public. Never before had they had such clout.
Public Conficence Measures
Numerous measures experienced sharp drops corresponding closely to the stock market sell off. Without a bounce in the next two months, the outlook for the economy and the stock market may look quite bleak.
Worth Noting
How strong is the underlying market? An update on investor psychology and a look at the DJIA psychological barriers. The Leuthold Group’s February Polling the Pros results.
Stock Market Sentiment
Public investment sentiment, as reflected by equity mutual fund cash flows, is becoming considerably more cautious.
Evaluating Today's Conflicting Sentiment Measures
Contrary to what others may conclude, current long term investor optimism is high (this may not be good).
Polling the Pros in New York/Setember!
NY pros expect a trading range market over the next three months (no surprise). On a one year horizon, 53% of those polled were bullish to some degree (this was a surprise).
Perception for the Professional
March 2026 Issue
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March 2026 Issue
