Sentiment Archives - The Big Picture

I keep hearing comments and concerns about these markets in the media. Since my wife is tired of me yelling at the...

The stock market is hitting all-time highs, even as consumer sentiment hits all-time lows. Is this a paradox? Hardly. The...

Hey, just back after taking the redeye home from Futureproof Colorado, and getting my feet back under me. But I wanted to briefly...

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...