Sentiment Analysis Archive

Getting Close To A Good (Short Term) Buying Opportunity

Raymond James Investment Strategist Jeff Saut has an interesting idea that "selling stampedes" generally last about 17-25 trading days.  By my count, the current one just completed its 19th day (Friday June 6 - Wednesday ...
Posted by Greg Feirman  ·  No Comments »

Signs Of A Top In Oil

The trading in the stock market the last few days has been all about oil.  And the trading in oil has been all about speculative psychology. Yesterday, spurred by a surprise drawdown in oil inventories reported ...
Posted by Greg Feirman  ·  No Comments »

Consumer Confidence Falls To Lowest Level In 28 Years

Troubling all around, lower confidence and ongoing inflation worries. - Ian Lyngen, Interest Rate Strategist, RBS Greenwich Capital This morning the Reuters/University of Michigan Consumer Sentiment Survey fell to 59.5 - down from 62.6 in April and ...
Posted by Greg Feirman  ·  No Comments »

Macys and JC Penney Report Weak Quarters - And Their Stocks Surge

May 15, 2008  ·  Category: Macro Economics, Stocks, Sentiment Analysis
Yesterday Macy's (M) reported 1st quarter earnings.  They reported earnings of 2 cents a share on a continuing basis compared to 16 cents last year.  Sales were down 3% and same store sales down 2.6% ...
Posted by Greg Feirman  ·  2 Comments »

The Bear Market Rallies of 2000-2002

May 5, 2008  ·  Category: Sentiment Analysis, Market Commentary
History doesn't repeat itself, but it does rhyme. - Mark Twain  Tim Knight of The Slope of Hope put up an excellent post yesterday covering the bear market rallies of the 2000-2002 bear market.  Again and again, ...
Posted by Greg Feirman  ·  1 Comment »

Bulls Have Eye Of The Tiger Ahead Of Fed

Risin up, back on the street Did my time, took my chances Went the distance now I'm back on my feet Just a man and his will to survive Its the eye of the tiger, Its the thrill of the ...
Posted by Greg Feirman  ·  No Comments »

Excellent WSJ Article On The Sentiment Shift

April 28, 2008  ·  Category: Sentiment Analysis
Some market participants are beginning to wonder whether the last convulsion of turmoil in March - when Bears Stearns Cos. nearly collapsed, J.P. Morgan Chase & Co. stepped in to save it and the Federal ...
Posted by Greg Feirman  ·  No Comments »

Buffett Expects Recession To Be Worse Than Most Think

April 28, 2008  ·  Category: Sentiment Analysis, Market Commentary
Buffett was on CNBC's Squawk Box this morning to talk about his Wrigley (WWY) deal, but what caught my attention were his comments on the economy (his comments on the economy start around the 7:40 ...
Posted by Greg Feirman  ·  No Comments »

Legendary Investor Bill Miller Calls A Bottom

Legendary investor Bill Miller, manager of the Legg Mason Value Trust which beat the S&P 500 for 15 straight years before underperforming in 2006 and again in 2007, appears to have called the bottom in ...
Posted by Greg Feirman  ·  No Comments »

A Lot Of Bullishness On Apple Heading Into Earnings

April 22, 2008  ·  Category: Stocks, Sentiment Analysis, Market Commentary
We are concerned that expectations may be too high with the stock rebounding over 45% in recent weeks. ...... Recall that in only the past year, Apple stock has been below $100, more than doubled to above ...
Posted by Greg Feirman  ·  No Comments »