Sentiment Archives - The Big Picture

Working from home on Friday, I head into the kitchen mid-morning to grab a cold beverage + snack. The small TV was left on,...

Consumer Sentiment vs. Stock Market Returns I am not a fan of most Sentiment readings. I don’t mean their current levels,...

The Force was with markets yesterday: The monster rally was the first ~3% move higher we have seen in quite a while. The...

I just put the finishing touches on the quarterly conference call for RWM clients. The chart you see above shows how much...

“What you do speaks so loudly that I cannot hear what you say.” -Ralph Waldo Emerson, “Social Aims” (1875) I...

To hear an audio spoken word version of this post, click here. If you were paying attention to the market Friday,...

To hear an audio spoken word version of this post, click here. Over the past 20 years, I have tried to explain, with...

Source: Rave I am somewhat perplexed by this list — I can understand why someone might hate Paypal, Dell or Uber. . ....

Source: Politico It is amazing how much of the daily “News” is useless noise. To wit, the coverage of...

To hear an audio spoken word version of this post, click here. What does it mean when markets go long...