Key Takeaway: The unwinding of a liquidity-fueled speculative bubble is weighing on investor sentiment, pushing many indicators into areas that signal excessive pessimism. The challenge in...
It’s hard to get away from the crowd when you only ask the questions that everyone else is. When we ask better questions, we get more relevant answers. The questions...
The market remains in a volatile territory. We have just a few industry groups which continue to show relative strength. The defense sector is one of them.
This is one of our favorite bottom-up scans: Follow the Flow. In this note, we simply create a universe of stocks that experienced the most unusual options activity — either bullish or bearish...
Another week and more elevated fears in the marketplace. The Nasdaq QQQ's breached the 300 level intraday today and that's got everyone chirping --- and for good reason.
Of course, the contrarian bird sitting on my shoulder has been uttering...