Hedge Fund Tips

The Dua Lipa “Did a full 180” Stock Market (and Sentiment Results)…

This week I had the pleasure of my 5 and 7 year old daughters treating me to view their “dance party.” As I listened to one of the songs on their playlist, I couldn’t help but make the connection to the Stock Market’s behavior since the March 23rd lows. Here’s how Dua Lipa put it in her song “Don’t Start Now”: Continue reading “The Dua Lipa “Did a full 180” Stock Market (and Sentiment Results)…”

Quoted in Reuters article Wednesday:

Thanks to Medha Singh and Devik Jain for including me in their article on Reuters today. You can find it here:

Click Here to View The Full Article on Reuters

The Grace Potter “Falling or Flying” Stock Market (and Sentiment Results)…

This week’s pick for “theme song of the week” – to embody the sentiment of the Stock Market – is Grace Potter’s “Falling or Flying.” After a 6% intra-week drawdown last week, this week we’ve made up for lost ground, and more…

Continue reading “The Grace Potter “Falling or Flying” Stock Market (and Sentiment Results)…”

May Bank of America Global Fund Manager Survey Results (Summary)

Data Source: Bank of America

Each month, Bank of America conducts a survey of ~200 fund managers with ~$600B AUM. Here are the key takeaways from the survey published on May 19, 2020: Continue reading “May Bank of America Global Fund Manager Survey Results (Summary)”

The Thomas Rhett “Beer Can’t Fix” Stock Market (and Sentiment Results)…

This week we chose Thomas Rhett’s “Beer Can’t Fix” song to capture the current theme of the Stock Market. After a near 35% rally off the March 23rd (spike) lows, we have been digesting the gains sideways for ~4 weeks now. Continue reading “The Thomas Rhett “Beer Can’t Fix” Stock Market (and Sentiment Results)…”