The Resilient S&P 500
While conventional technical analysis would view recent episodes of negative breadth divergences as bearish, there are good reasons for the bullish...
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Risk Appetites Improving, A Bullish Sign; Downgrading Technology To Underweight
Below we highlight several metrics which provide evidence that risk appetites are improving, not deteriorating. This is a bullish signal for the...
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Breakaway Gaps In Place
Market dynamics are not perfect, but the fact is that “perfectly bullish” conditions rarely exist. The positives continue to outweigh the negatives...
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TMI Snapshots: Quantifying Relative Sector Sentiment in the Recent Rotation Via Text Mining
We quantify recent sector sentiment dynamics through the lens of text mining. The current cyclical rotation is in its early innings, as relative...
569 Views
TMI Snapshot: Update on Text-Mined Inflation Indicators & How They Line Up With the Value Rotation
A nearly "V-shaped" recovery in the momentum of inflationary/reflationary expressions in the global media has played out since late October, but...
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