Sentiment Archives - The Big Picture

One of my favorite exercises is examining conventional wisdom—sometimes called the “Consensus”—and identifying where it...

Transcript: The transcript from this week’s, MiB: Kyla Scanlon on Vibecessions & Gen Z, is below. You can stream and...

This week, we speak with Kyla Scanlon, creator, host of YouTube’s,“Let’s Appreciate” podcast, writer of daily...

I have been a consistent critic of survey “data” and polling, along with traditional measures of sentiment. There are...

I’ve been observing how radically unusual various sentiment readings have been for a few years now. It made little sense to...

My long-standing skepticism about survey data has reached the point where I feel compelled to comment on the current state...

I have a vivid recollection of the period following the Great Financial Crisis: I spent March to September of 2008 writing Bailout...

 This week, we speak with Peter Atwater, president of Financial Insyghts and an adjunct professor at William & Mary and...

One of my favorite responsibilities as chief investment officer at Ritholtz Wealth Management is the quarterly conference call I do for...

I love FRED — I am a big user of their charts and data (and even their swag). Where I go full heterodox are in things like...