TMI Snapshots: US Defense Equity Sentiment Bottoming; Hydrogen Economy Sentiment Surges Again
We see clear signs of a bottom forming in US defense equities with a split government and hawkish Biden Pentagon transition team. In addition, our...
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TMI Indicators: November Commodity Sentiment - Base Overshoots, Ferrous Improves, Gold Bottoming?
Our text-mined commodity sentiment indicators see an overshoot in copper sentiment, a notable turnaround in iron ore sentiment, and potential signs...
450 Views
TMI Snapshot: Platinum Price Hostage to Nikola?
A key driver of the 2020 platinum rally has been increased optimism on hydrogen fuel cell technology. We observe outsized correlations between...
355 Views
TMI Indicators: October Commodity Sentiment - Base Neutral, Precious Weak, Palladium & Corn Positive
Last month our sentiment indicators pointed to potential over-exu
572 Views
TMI Indicators: Cyclical Commodity Sentiment Review
Our NLP-based cyclical commodity sentiment review seeks to quantify
494 Views