Sentiment Analysis Archive
Top Gun FP Client Note: A Bullish Consensus For 2011
December 27, 2010 · Category: Macro Economics, Market Commentary, Seasonality, Sentiment Analysis, The Investment Advice Business, Top Gun Financial Planning
NOTE: Every week I write a Client Note for my clients. For a limited time, I am allowing non-clients to sign up and receive the Client Note. You can sign up at the top right ...
Posted by Greg Feirman · No Comments »
Goldman Bullish On Stocks In 2011, Targets S&P 1450
Two Thursdays ago, Goldman Sachs came out with their 2011 US Equity Forecast titled "Easy Money, Hard Market". But they aren't forecasting too hard of a market given that they are targetting 1450 on the ...
Posted by Greg Feirman · No Comments »
CNBC Survey: Market Expecting QE2 In November
Great survey by CNBC's Steve Leisman reported this morning on market expectations for QE2. Here are some of the interesting results:
93% (65 of 70) expect additional QE.
83% (54 of 65) expect an incremental approach, such ...
Posted by Greg Feirman · No Comments »
Top Gun FP Client Note: Picking Up Nickels and Dimes In Front Of A Bulldozer
August 31, 2010 · Category: Market Commentary, Portfolio Management, Sentiment Analysis, Top Gun Financial Planning
NOTE: Every week I write a Client Note for my clients. For a limited time, I am allowing non-clients to sign up and receive the Client Note. You can sign up at the top right ...
Posted by Greg Feirman · No Comments »
Business Week Surveys The Bears
June 11, 2010 · Category: Sentiment Analysis
In a lengthy cover story, Business Week caught up with and surveyed the views of 12 prominent bears to assess their current outlook. The 12 bears are: Nouriel Roubini, Robert Prechter, Peter Schiff, Michael Panzner, Nicholas ...
Posted by Greg Feirman · No Comments »
Top Gun FP Client Note: Cyclical Tailwinds Versus Secular Headwinds
June 5, 2010 · Category: History, Macro Economics, Market Commentary, Sentiment Analysis, Technical Analysis, Top Gun Financial Planning
NOTE: Every week I write a Client Note for my clients. For a limited time, I am allowing non-clients to sign up and receive the Client Note. You can sign up at the top right ...
Posted by Greg Feirman · No Comments »
Kirk On Awaiting An Earnings Season Pullback
April 15, 2010 · Category: Market Commentary, Sentiment Analysis
The quant studies are essentially all in agreement that we’re set to see a sizable pullback which will come of little surprise. This is in also inline with many commentators (like Art Cashin for example) who ...
Posted by Greg Feirman · No Comments »
Rising Optimism
April 12, 2010 · Category: Macro Economics, Sentiment Analysis
A bunch of optimistic commentary and articles coming out recently:
"The Comeback Country: How America Pulled Itself Back From The Brink - And Why It's Destined To Stay On Top", Dan Gross, Newsweek, April 12
"The Power ...
Posted by Greg Feirman · No Comments »
Top Gun FP Client Note: 1150
March 12, 2010 · Category: History, Market Commentary, Sentiment Analysis, Technical Analysis, Top Gun Financial Planning
NOTE: Every week I write a Client Note for my clients. For a limited time, I am allowing non-clients to sign up and receive the Client Note. You can sign up at the top right ...
Posted by Greg Feirman · No Comments »
