This week’s Stock Market theme song is Morgan Wallen’s “Chasin’ You.” Managers who were dramatically underweight equities – and missed the rally – were reluctantly forced to succumb to Morgan’s lyrics this week. They scrambled to gain equity exposure and chased the stock market rally: Continue reading “The Morgan Wallen “Chasin’ You” Stock Market (and Sentiment Results)…”
Category: Sentiment
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)…”
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)…”
The Chainsmokers “Don’t Let Me Down” Stock Market (and Sentiment Results)…
The song we selected to embody the sentiment of the stock market this week is, “Don’t Let Me Down” by the Chainsmokers. Continue reading “The Chainsmokers “Don’t Let Me Down” Stock Market (and Sentiment Results)…”
The “High Hopes” Stock Market (and Sentiment Results)…
This week’s theme song for the Stock Market is “High Hopes” by, Panic! At The Disco. These hopes are rooted in three factors we will discuss in detail this week: Stimulus/Aid Continue reading “The “High Hopes” Stock Market (and Sentiment Results)…”
The Kanye West, “Drive Slow” Stock Market (and Sentiment Results)…
For the past three weeks we’ve utilized Country Music songs to represent the theme and sentiment of the stock market at the time. Continue reading “The Kanye West, “Drive Slow” Stock Market (and Sentiment Results)…”
The Morgan Wallen, “Whiskey Glasses” Stock Market (and Sentiment Results)…
Each week I attempt to pair the lyrics from a popular song to the current feeling and sentiment in the stock market. When you look at the data that has come out on the U.S. economy in recent days, one might suggest you need more than “Beer Goggles” to see the green shoots, you need “Whiskey Glasses!” Continue reading “The Morgan Wallen, “Whiskey Glasses” Stock Market (and Sentiment Results)…”
April 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 ~$550B AUM. Here are the key takeaways from the survey published on April 14, 2020: Continue reading “April Bank of America Global Fund Manager Survey Results (Summary)”