Sentiment Analysis Archive

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

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 »

Abby Joseph Cohen On CNBC: Sell Signal????

March 9, 2010  ·  Category: Market Commentary, Sentiment Analysis
One of the tech bubble's biggest cheerleaders was back on CNBC today being interviewed.  This strikes me as a sentiment tell and potential sell signal......
Posted by Greg Feirman  ·  1 Comment »

Dollar Love

February 16, 2010  ·  Category: Currencies, Macro Economics, Market Commentary, Sentiment Analysis
Two prominent articles on the dollar rally/euro crash.  One in Barron's this weekend: "Will The Euro's Pain Be U.S. Stocks Gain?", Kopin Tan, Barron's, February 13.  And then on the front page of today's WSJ: "Dollar Up As ...
Posted by Greg Feirman  ·  No Comments »

Top Gun FP Client Note: Deja Vu All Over Again

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  ·  2 Comments »

Dorfman: Invest For The 2nd Stage Of The Bull Market

February 8, 2010  ·  Category: Market Commentary, Sentiment Analysis
From Jan. 19 through Feb. 4, the Standard & Poor’s 500 Index, a decent gauge of the overall U.S. stock market, dropped about 8 percent. Among the reasons sparking the decline were President Barack Obama’s proposed ...
Posted by Greg Feirman  ·  No Comments »

Top Gun FP Client Note: The Fear Beneath The Surface

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 »

The Return Of Greed

January 13, 2010  ·  Category: Market Commentary, Sentiment Analysis
Minyanville professor Jason Goepfert of Sentimentrader.com noted last week that individual investor exposure to stocks is the highest since October 2007 while exposure to cash is at levels last seen in August 2000.  It's amazing ...
Posted by Greg Feirman  ·  No Comments »