Bespoke Investment Group echoes (with the data) what we’ve been saying herein about how bearishness among individual investors like we’re seeing presently can be
“Recency bias” often has us seeing present circumstances as somehow more impacting than similar occurrences in the past. The present correction being no exception.
Each week I track the Commodity Futures Trading Commission’s (CFTC) Commitment of Traders (COT) reports, across currencies, commodities and financial markets to get a
Question: Why, with all of this volatility, aren’t we moving client portfolios to a defensively biased allocation? Answer: Because typically bear markets (20+% declines
According to Bloomberg’s Michael Regan, Johnson and Johnson’s specific woes — as well as maybe triggered electronic sell programs — are notably contributing to today’s