Sentiment Analysis Archive

Today Is The Bottom In The Financials

One thing that's essential is enormous volume.  With gigantic volume you can read the markets true opinion - we will need outsize volumes to be able to say 'Okay, the bottoming or topping has occurred'.  ...
Posted by Greg Feirman  ·  2 Comments »

Why I Bought Financials Today

If you're going to be a trader, and you don't have to be and trading is not the core of what I do, at some point you have to pull the trigger.  We always want ...
Posted by Greg Feirman  ·  2 Comments »

Too Big To Fail

The access to credit via the Treasury and Fed means the implicit guarantee on the GSEs' debt is now explicit. - Ian Shepherdson (subscription required), Chief US Economist, High Frequency Economics Capitalism without failure is like religion without ...
Posted by Greg Feirman  ·  1 Comment »

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 »