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)…”

March 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 > $500B AUM. Here are the key takeaways from the survey published on March 16, 2020: Continue reading “March Bank of America Global Fund Manager Survey Results (Summary)”